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LIKIX

2040 BlackRock LifePath IxFd-Inst

$19.66 0.15 (0.77%)
Currency in USD / Last Updated: 3/27/2024
Category Target Date-2040s
Market Cap 11888.363M
52 Week High 19.66
52 Week Low 16.128
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Key Data
Symbol LIKIX
Type Mutual Fund
Category Target Date-2040s
Price 19.66
Price Yesterday 19.51
Market Cap 11,888.36
YTD Return 5.64%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 2000000
Redeption Fee 0
Prospectus 0.0014
Overview
52 Week High 19.66
52 Week Low 16.13
Market Cap 11,888.36M
Shares Outstanding 604.70M
Income Dividend Yield 2.16%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 2.16%
Returns Annualized
One Day 590.32%
Five Days 29.34%
One Months 40.61%
Three Months 23.39%
Six Months 38.36%
Nine Months 18.69%
One Year 21.01%
Three Years 4.58%
Five Years 8.97%
Ten Years 8.02%
YTD 25.95%
Since Inception 8.13%
Returns Total
One Day 0.77%
Five Days 0.51%
One Month 2.88%
Three Months 5.30%
Six Months 17.46%
Nine Months 13.70%
One Year 20.99%
Three Years 14.35%
Five Years 53.53%
Ten Years 116.00%
YTD 5.64%
Since Inception 171.88%
Yearly Returns
2024 5.64%
2023 18.52%
2022 -17.70%
2021 15.99%
2020 14.05%
2019 24.95%
2018 -7.12%
2017 19.89%
2016 8.05%
2015 -0.69%
Risk against SP-DA
Alpha -7.96%
Beta 0.82
Correlation 95.70%
Downside Deviation 2.88%
Coefficient of determination 91.58%
Standard Deviation 2.89%
Sharpe Ratio -1.31
Sortino -4.54
Treynor 19.15
Ulcer Index 3.22
Ulcer Performance Index -4.07

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