BLACKROCK Mutual Fund Buy Hold or Sell Recommendation

LPBAX
 Fund
  

USD 12.19  0.02  0.16%   

Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding BLACKROCK LIFEPATH DYNAMIC is 'Strong Buy'. Macroaxis provides BLACKROCK LIFEPATH buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LPBAX positions. The advice algorithm takes into account all of BLACKROCK LIFEPATH's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from BLACKROCK LIFEPATH's buy-and-hold perspective. Additionally, see BLACKROCK LIFEPATH Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as BLACKROCK and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards BLACKROCK LIFEPATH DYNAMIC.

Execute BLACKROCK LIFEPATH Buy or Sell Advice

The BLACKROCK recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on BLACKROCK LIFEPATH DYNAMIC. Macroaxis does not own or have any residual interests in BLACKROCK LIFEPATH DYNAMIC or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute BLACKROCK LIFEPATH's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell BLACKROCK LIFEPATHBuy BLACKROCK LIFEPATH
Strong Buy

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon BLACKROCK LIFEPATH DYNAMIC has a Risk Adjusted Performance of 0.0247, Jensen Alpha of (0.022733), Total Risk Alpha of (0.027781), Sortino Ratio of (0.05) and Treynor Ratio of 0.017
Our trade recommendation tool can cross-verify current analyst consensus on BLACKROCK LIFEPATH DYNAMIC and to analyze the fund potential to grow in the future. Use BLACKROCK LIFEPATH DYNAMIC price to book, three year return, as well as the relationship between the Three Year Return and equity positions weight to ensure your buy or sell decision on BLACKROCK LIFEPATH is adequate.

BLACKROCK LIFEPATH Trading Alerts and Improvement Suggestions

BLACKROCK LIFEPATH generated a negative expected return over the last 90 days
BLACKROCK LIFEPATH is unlikely to experience financial distress in the next 2 years
The fund maintains about 12.45% of its assets in cash

BLACKROCK LIFEPATH Returns Distribution Density

The distribution of BLACKROCK LIFEPATH's historical returns is an attempt to chart the uncertainty of BLACKROCK LIFEPATH's future price movements. The chart of the probability distribution of BLACKROCK LIFEPATH stock daily returns describes the distribution of returns around its average expected value. We use BLACKROCK LIFEPATH DYNAMIC price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of BLACKROCK LIFEPATH returns is essential to provide solid investment advice for BLACKROCK LIFEPATH.
Mean Return0.0198Value At Risk-1.39
Potential Upside1.84Standard Deviation0.99
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of BLACKROCK LIFEPATH historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

BLACKROCK LIFEPATH Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to BLACKROCK LIFEPATH or BlackRock sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that BLACKROCK LIFEPATH's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a BLACKROCK fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.02
β
Beta against NYSE Composite0.58
σ
Overall volatility
1.00
Ir
Information ratio -0.05

BLACKROCK LIFEPATH Volatility Alert

BLACKROCK LIFEPATH DYNAMIC has low volatility with Treynor Ratio of 0.02, Maximum Drawdown of 5.32 and kurtosis of 2.9. However, we advice all investors to further analyze BLACKROCK LIFEPATH DYNAMIC to make certain all market information is desiminated and is consistent with the current expectations about BLACKROCK LIFEPATH upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure BLACKROCK LIFEPATH's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact BLACKROCK LIFEPATH's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

BLACKROCK LIFEPATH Fundamentals Vs Peers

Comparing BLACKROCK LIFEPATH's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze BLACKROCK LIFEPATH's direct or indirect competition across all of the common fundamentals between BLACKROCK LIFEPATH and the related equities. This way, we can detect undervalued stocks with similar characteristics as BLACKROCK LIFEPATH or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of BLACKROCK LIFEPATH's fundamental indicators could also be used in its relative valuation, which is a method of valuing BLACKROCK LIFEPATH by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare BLACKROCK LIFEPATH to competition
FundamentalsBLACKROCK LIFEPATHPeer Average
Price to Earning16.51 X6.53 X
Price to Book1.98 X0.74 X
Price to Sales1.20 X0.61 X
One Year Return5.57 %4.15 %
Three Year Return5.46 %3.60 %
Five Year Return4.85 %3.24 %
Net Asset87.6 M4.11 B
Last Dividend Paid0.060.65
Cash Position Weight12.45 %10.61 %
Equity Positions Weight45.48 %63.90 %
Bond Positions Weight2.95 %11.24 %

About BLACKROCK LIFEPATH Buy or Sell Advice

When is the right time to buy or sell BLACKROCK LIFEPATH DYNAMIC? Buying financial instruments such as BLACKROCK Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having BLACKROCK LIFEPATH in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Cars Thematic Idea Now

Cars
Cars Theme
Domestic and international companies involved in manufacturing and serving automobiles and trucks. The Cars theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Cars Theme or any other thematic opportunities.
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Additionally, see BLACKROCK LIFEPATH Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the BLACKROCK LIFEPATH information on this page should be used as a complementary analysis to other BLACKROCK LIFEPATH's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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When running BLACKROCK LIFEPATH price analysis, check to measure BLACKROCK LIFEPATH's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BLACKROCK LIFEPATH is operating at the current time. Most of BLACKROCK LIFEPATH's value examination focuses on studying past and present price action to predict the probability of BLACKROCK LIFEPATH's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move BLACKROCK LIFEPATH's price. Additionally, you may evaluate how the addition of BLACKROCK LIFEPATH to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between BLACKROCK LIFEPATH's value and its price as these two are different measures arrived at by different means. Investors typically determine BLACKROCK LIFEPATH value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BLACKROCK LIFEPATH's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.