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LIKPX

2040 BlackRock LifePath IxFd-InvP

$19.59 0.15 (0.77%)
Currency in USD / Last Updated: 3/27/2024
Category Target Date-2040s
Market Cap 11983.164M
52 Week High 19.59
52 Week Low 16.088
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Key Data
Symbol LIKPX
Type Mutual Fund
Category Target Date-2040s
Price 19.59
Price Yesterday 19.44
Market Cap 11,983.16
YTD Return 5.55%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0.0525
Initial Purchase Amount 1000
Redeption Fee 0
Prospectus 0.0039
Overview
52 Week High 19.59
52 Week Low 16.09
Market Cap 11,983.16M
Shares Outstanding 611.70M
Income Dividend Yield 1.95%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 1.95%
Returns Annualized
One Day 595.11%
Five Days 29.46%
One Months 39.90%
Three Months 23.22%
Six Months 38.00%
Nine Months 18.38%
One Year 20.66%
Three Years 4.62%
Five Years 8.88%
Ten Years -999
YTD 25.49%
Since Inception 7.82%
Returns Total
One Day 0.77%
Five Days 0.51%
One Month 2.83%
Three Months 5.27%
Six Months 17.31%
Nine Months 13.47%
One Year 20.64%
Three Years 14.49%
Five Years 52.89%
Ten Years -999
YTD 5.55%
Since Inception 52.77%
Yearly Returns
2024 5.55%
2023 18.22%
2022 -17.91%
2021 16.79%
2020 13.72%
2019 24.63%
2018 -9.90%
2017 0.00%
2016 0.00%
2015 0.00%
Risk against SP-DA
Alpha -8.42%
Beta 0.83
Correlation 95.59%
Downside Deviation 2.89%
Coefficient of determination 91.37%
Standard Deviation 2.90%
Sharpe Ratio -1.34
Sortino -4.65
Treynor 18.64
Ulcer Index 3.26
Ulcer Performance Index -4.13

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