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BlackRock LifePath Smart Beta 2045 Fund Class K (BIPJX)
At close: September 25 at 8:00 PM EDT
Fund Summary
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. In pursuit of its investment objective, the fund, which is a fund of funds, allocates and reallocates its assets among a combination of equity, fixed income and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds ("ETFs"), some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2045.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.73% |
| Worst 1Y Total Return | -34.97% |
| Number of Years Up | 8 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 8.19% |
| 5y Average Return | 6.09% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.48 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BIPJX | Category Average | BIPJX | Category Average | BIPJX | Category Average | |
| Alpha | -3.27 | -0.02 | -3 | -0.01 | -2.26 | -0.01 |
| BETA | 1.48 | 0.01 | 1.5 | 0.01 | 1.49 | 0.01 |
| Mean Annual Return | 0.43 | 0.01 | 0.48 | 0.01 | 0.76 | 0.01 |
| R-squared | 98.48 | 0.98 | 97.55 | 0.98 | 96.87 | 0.97 |
| Standard Deviation | 15.21 | 0.16 | 13.54 | 0.13 | 12.74 | 0.13 |
| Sharpe Ratio | 0.23 | 0.01 | 0.34 | 0.01 | 0.67 | 0.01 |
| Treynor Ratio | 1.62 | 0.09 | 2.52 | 0.09 | 5.39 | 0.06 |
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