LIJAX
2035 BlackRock LifePath IxFd-InvA
$17.67
-0.03 (-0.17%)
Currency in USD / Last Updated: 4/24/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 9091.445M |
| 52 Week High | 18.24 |
| 52 Week Low | 15.236 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | LIJAX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 17.67 |
| Price Yesterday | 17.7 |
| Market Cap | 9,091.45 |
| YTD Return | 1.44% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0039 |
Overview
| 52 Week High | 18.24 |
|---|---|
| 52 Week Low | 15.24 |
| Market Cap | 9,091.45M |
| Shares Outstanding | 514.51M |
| Income Dividend Yield | 1.83% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.83% |
Returns Annualized
| One Day | -34.81% |
|---|---|
| Five Days | 53.74% |
| One Months | -26.46% |
| Three Months | 8.09% |
| Six Months | 30.03% |
| Nine Months | 7.20% |
| One Year | 10.65% |
| Three Years | 1.09% |
| Five Years | 6.46% |
| Ten Years | 6.53% |
| YTD | 4.65% |
| Since Inception | 6.91% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.86% |
| One Month | -2.64% |
| Three Months | 1.96% |
| Six Months | 13.90% |
| Nine Months | 5.37% |
| One Year | 10.64% |
| Three Years | 3.31% |
| Five Years | 36.65% |
| Ten Years | 87.96% |
| YTD | 1.44% |
| Since Inception | 136.20% |
Yearly Returns
| 2024 | 1.44% |
|---|---|
| 2023 | 16.26% |
| 2022 | -17.27% |
| 2021 | 13.46% |
| 2020 | 13.34% |
| 2019 | 22.77% |
| 2018 | -6.60% |
| 2017 | 17.89% |
| 2016 | 7.36% |
| 2015 | -0.78% |
Risk against SP-DA
| Alpha | -8.84% |
|---|---|
| Beta | 0.74 |
| Correlation | 93.83% |
| Downside Deviation | 2.67% |
| Coefficient of determination | 88.03% |
| Standard Deviation | 2.69% |
| Sharpe Ratio | -1.49 |
| Sortino | -5.2 |
| Treynor | 7.16 |
| Ulcer Index | 3.15 |
| Ulcer Performance Index | -4.41 |