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Blackrock Lifepath Index 2030 Port Insti Shs: (MF: LINIX)
(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET
$18.19 USD
+0.11 (0.61%)
Zacks MF Rank
NA
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.86 | 45 |
| 3 months | 0.96 | 58 |
| 6 months | 1.18 | 43 |
| 1 Year | 9.46 | 39 |
| 3 Year | 6.85 | 53 |
| 5 Year | 7.45 | 55 |
| 10 Year | 6.42 | 40 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 6.24 |
| 5 Year | 9.14 |
| 10 Year | 6.27 |
| Since Inception | 6.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.99 | NA | NA | NA |
| 2024 | 3.79 | 1.21 | 6.27 | -2.20 |
| 2023 | 5.49 | 3.05 | -3.83 | 9.59 |
| 2022 | -5.44 | -11.42 | -6.33 | 6.45 |
| 2021 | 2.33 | 5.32 | -0.69 | 4.02 |
| 2020 | -14.27 | 13.66 | 5.46 | 9.98 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.86 | 9.19 | 14.57 | -16.49 | 11.33 | 13.02 | 21.05 | -5.65 | 16.32 | 7.27 | -0.53 |
| % Total Return Rel to Index | 2.80 | -15.83 | -11.66 | 1.71 | -17.34 | -5.37 | -10.44 | -1.26 | -5.47 | -4.65 | -1.91 |
| % Total Return Rel to Peer | 0.48 | -0.72 | 1.41 | -3.52 | -0.16 | 2.34 | 3.85 | 0.84 | 2.86 | 1.00 | 1.82 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.47 | 0.39 | 0.34 | 0.36 | 0.28 | 0.37 | 0.29 | 0.29 | 0.24 | 0.24 |
| % Yield | 0.00 | 2.60 | 2.76 | 2.24 | 1.94 | 1.63 | 2.40 | 2.19 | 2.03 | 1.94 | 2.03 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.02 | 0.09 | 0.02 | 0.10 | 0.00 | 0.02 | 0.04 | 0.10 |
| Expense Ratio | 0.00 | 0.11 | 0.11 | 0.11 | 0.10 | 0.10 | 0.11 | 0.11 | 0.12 | 0.13 | 0.14 |
* 1 = Top 20%, 5 = Bottom 20%