Blackrock Lifepth Idx Fund Manager Performance Evaluation
| LIRKX Fund | USD 14.15 0.03 0.21% |
The fund shows a Beta (market volatility) of 0.25, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Blackrock Lifepth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Lifepth is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Lifepth Idx are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Blackrock Lifepth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0900 |
Blackrock |
Blackrock Lifepth Relative Risk vs. Return Landscape
If you would invest 1,392 in Blackrock Lifepth Idx on August 31, 2024 and sell it today you would earn a total of 23.00 from holding Blackrock Lifepth Idx or generate 1.65% return on investment over 90 days. Blackrock Lifepth Idx is currently producing 0.0265% returns and takes up 0.3181% volatility of returns over 90 trading days. Put another way, 2% 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 Lifepth Current Valuation
Fairly Valued
Today
Please note that Blackrock Lifepth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock Lifepth Idx shows a prevailing Real Value of $14.13 per share. The current price of the fund is $14.15. We determine the value of Blackrock Lifepth Idx 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 Lifepth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Lifepth'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 14.15 | Real 14.13 | Hype 14.15 | Naive 14.18 |
The intrinsic value of Blackrock Lifepth'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 Lifepth'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 Lifepth Idx 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 Lifepth more accurately as focusing exclusively on Blackrock Lifepth's fundamentals will not take into account other important factors: Blackrock Lifepth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Lifepth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Lifepth Idx, and traders can use it to determine the average amount a Blackrock Lifepth'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 = 0.0834
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LIRKX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Blackrock Lifepth is performing at about 6% of its full potential. 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 Lifepth by adding it to a well-diversified portfolio.
Blackrock Lifepth Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Lifepth, and Blackrock Lifepth 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 | 17.52 X | |||
| Price To Book | 1.96 X | |||
| Price To Sales | 1.38 X | |||
| Total Asset | 9.01 B | |||
About Blackrock Lifepth Performance
Evaluating Blackrock Lifepth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Lifepth 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 Lifepth 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 allocates and reallocates its assets among a combination of equity and bond index funds and money market funds in proportions based on its own comprehensive investment strategy. It will invest, under normal circumstances, at least 80 percent of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath Index Retirement Fund Custom Benchmark.Things to note about Blackrock Lifepth Idx performance evaluation
Checking the ongoing alerts about Blackrock Lifepth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Lifepth Idx help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 7.87% of its assets in cash |
- Analyzing Blackrock Lifepth'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 Lifepth's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Lifepth'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 Lifepth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Lifepth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Lifepth's mutual fund. These opinions can provide insight into Blackrock Lifepth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Lifepth 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 Lifepth security.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |