Blackrock Lifepath Dynamic Fund Manager Performance Evaluation
| LPJKX Fund | USD 16.07 1.01 5.91% |
The fund shows a Beta (market volatility) of 0.32, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Blackrock Lifepath's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Lifepath is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Blackrock Lifepath Dynamic has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward-looking signals remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 0.3400 |
Blackrock |
Blackrock Lifepath Relative Risk vs. Return Landscape
If you would invest 1,731 in Blackrock Lifepath Dynamic on September 27, 2024 and sell it today you would lose (124.00) from holding Blackrock Lifepath Dynamic or give up 7.16% of portfolio value over 90 days. Blackrock Lifepath Dynamic is currently producing negative expected returns and takes up 0.9034% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Blackrock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blackrock Lifepath Current Valuation
Fairly Valued
Today
Please note that Blackrock Lifepath's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock Lifepath shows a prevailing Real Value of $16.26 per share. The current price of the fund is $16.07. We determine the value of Blackrock Lifepath from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Blackrock Lifepath is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Lifepath's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.07 | Real 16.26 | Hype 16.07 | Naive 15.78 |
The intrinsic value of Blackrock Lifepath's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Blackrock Lifepath's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Blackrock Lifepath Dynamic helps investors to forecast how Blackrock mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Blackrock Lifepath more accurately as focusing exclusively on Blackrock Lifepath's fundamentals will not take into account other important factors: Blackrock Lifepath Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Lifepath's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Lifepath Dynamic, and traders can use it to determine the average amount a Blackrock Lifepath's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1259
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LPJKX |
Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Blackrock Lifepath is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Blackrock Lifepath by adding Blackrock Lifepath to a well-diversified portfolio.
Blackrock Lifepath Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Lifepath, and Blackrock Lifepath fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Blackrock Mutual Fund performance.
| Price To Earning | 15.53 X | ||||
| Price To Book | 1.89 X | ||||
| Price To Sales | 1.19 X | ||||
| Total Asset | 112.48 M | ||||
About Blackrock Lifepath Performance
Evaluating Blackrock Lifepath's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Lifepath has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Blackrock Lifepath has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund manager allocates and reallocates its assets among a combination of equity, bond and money market funds and derivatives 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 , some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2035.Things to note about Blackrock Lifepath performance evaluation
Checking the ongoing alerts about Blackrock Lifepath for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Lifepath help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Blackrock Lifepath generated a negative expected return over the last 90 days | |
| The fund maintains about 14.46% of its assets in cash |
- Analyzing Blackrock Lifepath's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Blackrock Lifepath's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Lifepath's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Blackrock Lifepath's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Lifepath's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Lifepath's mutual fund. These opinions can provide insight into Blackrock Lifepath's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Lifepath financial ratios help investors to determine whether Blackrock Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blackrock with respect to the benefits of owning Blackrock Lifepath security.
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