BlackRock LifePath 2040 Portfolio

Scorecard
1 / 5 Stars
Lipper
2 2 1 4 2
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 11.72
Mean 0.79
Sharpe Ratio 0.8
Bear Market Decile Rank 21

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate 2030
R-Squared 98.54 98.88
Beta 1.42 1.05
Alpha -3.5 -2.2