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Blackrock Lifepath Index 2050 Port Insti Shs: (MF: LIPIX)
(NASDAQ Mutual Funds) As of Aug 12, 2025 08:00 PM ET
$26.23 USD
+0.31 (1.20%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.38 | 13 |
| 3 months | 10.42 | 10 |
| 6 months | 9.38 | 13 |
| 1 Year | 15.48 | 5 |
| 3 Year | 15.98 | 6 |
| 5 Year | 12.98 | 3 |
| 10 Year | 9.80 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 15.48 |
| 5 Year | 12.97 |
| 10 Year | 9.80 |
| Since Inception | 9.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.94 | 10.42 | NA | NA |
| 2024 | 7.23 | 2.09 | 7.09 | -1.42 |
| 2023 | 6.84 | 5.75 | -3.71 | 11.42 |
| 2022 | -5.46 | -15.11 | -7.20 | 9.70 |
| 2021 | 5.31 | 7.20 | -1.21 | 6.46 |
| 2020 | -22.01 | 19.03 | 7.92 | 14.70 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.38 | 15.58 | 21.23 | -18.31 | 18.73 | 14.93 | 26.68 | -7.91 | 21.37 | 8.38 | -0.78 |
| % Total Return Rel to Index | 3.17 | -9.43 | -5.01 | -0.10 | -9.95 | -3.47 | -4.80 | -3.52 | -0.41 | -3.54 | -2.17 |
| % Total Return Rel to Peer | 2.74 | 5.66 | 8.07 | -5.34 | 7.22 | 4.24 | 9.48 | -1.41 | 7.91 | 2.11 | 1.57 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.49 | 0.43 | 0.32 | 0.43 | 0.29 | 0.44 | 0.31 | 0.34 | 0.27 | 0.28 |
| % Yield | 0.00 | 2.01 | 2.27 | 1.76 | 1.88 | 1.48 | 2.49 | 2.18 | 2.18 | 2.03 | 2.22 |
| Capital Gains ($) | 0.00 | 0.07 | 0.00 | 0.03 | 0.04 | 0.00 | 0.10 | 0.00 | 0.00 | 0.02 | 0.08 |
| Expense Ratio | 0.00 | 0.11 | 0.11 | 0.10 | 0.10 | 0.10 | 0.10 | 0.10 | 0.10 | 0.11 | 0.12 |
* 1 = Top 20%, 5 = Bottom 20%