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Blackrock Lifepath Index 2035 Port Cl K Shs: (MF: LIJKX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$19.14 USD
-0.04 (-0.21%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.47 | 41 |
| 3 months | 0.47 | 41 |
| 6 months | -1.59 | 44 |
| 1 Year | 6.38 | 15 |
| 3 Year | 4.48 | 42 |
| 5 Year | 10.94 | 40 |
| 10 Year | 7.08 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.38 |
| 5 Year | 10.93 |
| 10 Year | 7.08 |
| Since Inception | 7.40 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.47 | NA | NA | NA |
| 2024 | 4.81 | 1.43 | 6.58 | -2.06 |
| 2023 | 5.99 | 3.79 | -3.81 | 10.17 |
| 2022 | -5.45 | -12.59 | -6.61 | 7.47 |
| 2021 | 3.33 | 5.89 | -0.83 | 4.85 |
| 2020 | -17.00 | 15.50 | 6.29 | 11.55 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.47 | 10.97 | 16.58 | -17.05 | 13.78 | 13.66 | 23.08 | -6.38 | 18.30 | 7.73 | -0.55 |
| % Total Return Rel to Index | 4.74 | -14.04 | -9.66 | 1.14 | -14.90 | -4.73 | -8.40 | -1.99 | -3.48 | -4.19 | -1.94 |
| % Total Return Rel to Peer | 0.28 | 1.05 | 3.42 | -4.09 | 2.27 | 2.97 | 5.89 | 0.10 | 4.84 | 1.46 | 1.80 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.48 | 0.42 | 0.35 | 0.39 | 0.29 | 0.40 | 0.31 | 0.31 | 0.25 | 0.26 |
| % Yield | 0.00 | 2.44 | 2.64 | 2.18 | 1.97 | 1.61 | 2.45 | 2.31 | 2.11 | 1.99 | 2.14 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.02 | 0.05 | 0.01 | 0.11 | 0.00 | 0.01 | 0.02 | 0.07 |
| Expense Ratio | 0.00 | 0.06 | 0.06 | 0.05 | 0.05 | 0.05 | 0.05 | 0.06 | 0.06 | 0.07 | 0.08 |
* 1 = Top 20%, 5 = Bottom 20%