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Blackrock Lifepath Index 2050 Port Cl K Shs: (MF: LIPKX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$23.51 USD
+0.05 (0.21%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.51 | 70 |
| 3 months | -4.06 | 77 |
| 6 months | 0.36 | 59 |
| 1 Year | 11.58 | 3 |
| 3 Year | 9.36 | 7 |
| 5 Year | 12.62 | 3 |
| 10 Year | 8.58 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.82 |
| 5 Year | 14.73 |
| 10 Year | 8.69 |
| Since Inception | 8.83 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.94 | NA | NA | NA |
| 2024 | 7.23 | 2.09 | 7.09 | -1.37 |
| 2023 | 6.92 | 5.76 | -3.75 | 11.50 |
| 2022 | -5.45 | -15.10 | -7.19 | 9.65 |
| 2021 | 5.32 | 7.17 | -1.15 | 6.47 |
| 2020 | -21.99 | 19.04 | 7.94 | 14.72 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.51 | 15.64 | 21.36 | -18.31 | 18.79 | 14.98 | 26.74 | -7.86 | 21.43 | 8.44 | -0.73 |
| % Total Return Rel to Index | 4.40 | -9.37 | -4.88 | -0.11 | -9.89 | -3.41 | -4.74 | -3.47 | -0.36 | -3.49 | -2.12 |
| % Total Return Rel to Peer | -0.69 | 5.72 | 8.20 | -5.34 | 7.28 | 4.30 | 9.55 | -1.37 | 7.97 | 2.16 | 1.62 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.51 | 0.44 | 0.33 | 0.44 | 0.30 | 0.44 | 0.32 | 0.35 | 0.28 | 0.29 |
| % Yield | 0.00 | 2.06 | 2.33 | 1.81 | 1.93 | 1.52 | 2.53 | 2.23 | 2.22 | 2.08 | 2.27 |
| Capital Gains ($) | 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 | 0.06 | 0.06 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.06 | 0.07 |
* 1 = Top 20%, 5 = Bottom 20%