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Blackrock Lifepath Index 2030 Port Cl K Shs: (MF: LINKX)
(NASDAQ Mutual Funds) As of May 30, 2024 08:00 PM ET
$16.56 USD
+0.04 (0.24%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.37 | 79 |
| 3 months | 0.49 | 77 |
| 6 months | 12.86 | 54 |
| 1 Year | 7.93 | 63 |
| 3 Year | 0.50 | 64 |
| 5 Year | 5.54 | 52 |
| 10 Year | 5.98 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 12.72 |
| 5 Year | 6.67 |
| 10 Year | 6.43 |
| Since Inception | 6.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.79 | NA | NA | NA |
| 2023 | 5.50 | 3.00 | -3.76 | 9.55 |
| 2022 | -5.38 | -11.47 | -6.26 | 6.47 |
| 2021 | 2.40 | 5.27 | -0.62 | 3.98 |
| 2020 | -14.26 | 13.68 | 5.48 | 9.93 |
| 2019 | 9.75 | 3.19 | 1.02 | 5.86 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.37 | 14.57 | -16.41 | 11.40 | 13.02 | 21.12 | -5.61 | 16.39 | 7.33 | -0.47 | 6.70 |
| % Total Return Rel to Index | -5.67 | -11.67 | 1.79 | -17.27 | -5.37 | -10.36 | -1.22 | -5.40 | -4.59 | -1.86 | -6.94 |
| % Total Return Rel to Peer | -1.86 | 1.41 | -3.44 | -0.09 | 2.34 | 3.92 | 0.88 | 2.93 | 1.06 | 1.87 | 2.62 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.40 | 0.35 | 0.37 | 0.29 | 0.38 | 0.29 | 0.30 | 0.25 | 0.25 | 0.24 |
| % Yield | 0.00 | 2.02 | 2.30 | 1.99 | 1.68 | 2.45 | 2.24 | 2.07 | 1.98 | 2.08 | 1.92 |
| Capital Gains ($) | 0.00 | 0.00 | 0.02 | 0.09 | 0.02 | 0.10 | 0.00 | 0.02 | 0.04 | 0.10 | 0.15 |
| Expense Ratio | 0.00 | 0.06 | 0.06 | 0.05 | 0.05 | 0.06 | 0.06 | 0.07 | 0.08 | 0.09 | 0.11 |
* 1 = Top 20%, 5 = Bottom 20%