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Blackrock Lifepath Index Retirement Port Insti Cl: (MF: LIRIX)
(NASDAQ Mutual Funds) As of Oct 2, 2025 08:00 PM ET
$15.28 USD
+0.02 (0.13%)
Zacks MF Rank
NA
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.50 | 65 |
| 3 months | 4.77 | 72 |
| 6 months | 5.58 | 69 |
| 1 Year | 7.76 | 70 |
| 3 Year | 8.18 | 74 |
| 5 Year | 4.30 | 82 |
| 10 Year | 5.62 | 70 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 9.91 |
| 5 Year | 4.88 |
| 10 Year | 5.19 |
| Since Inception | 5.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.52 | 4.64 | NA | NA |
| 2024 | 2.49 | 0.97 | 5.91 | -2.32 |
| 2023 | 4.66 | 1.79 | -3.53 | 8.47 |
| 2022 | -5.49 | -9.33 | -5.55 | 4.64 |
| 2021 | 0.44 | 3.96 | -0.39 | 2.69 |
| 2020 | -7.59 | 9.65 | 3.69 | 6.70 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.50 | 7.06 | 11.49 | -15.30 | 6.81 | 12.10 | 15.80 | -3.53 | 10.72 | 5.83 | -0.36 |
| % Total Return Rel to Index | -2.28 | -17.95 | -14.75 | 2.89 | -21.87 | -6.30 | -15.68 | 0.86 | -11.07 | -6.10 | -1.74 |
| % Total Return Rel to Peer | -0.97 | -2.85 | -1.66 | -2.34 | -4.69 | 1.41 | -1.39 | 2.96 | -2.73 | -0.44 | 1.99 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 3.00 | 4.00 | 1.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.40 | 0.34 | 0.30 | 0.31 | 0.27 | 0.30 | 0.27 | 0.24 | 0.21 | 0.21 |
| % Yield | 0.00 | 2.75 | 2.84 | 2.37 | 1.98 | 1.80 | 2.18 | 2.23 | 1.89 | 1.80 | 1.79 |
| Capital Gains ($) | 0.00 | 0.01 | 0.00 | 0.02 | 0.10 | 0.09 | 0.01 | 0.01 | 0.03 | 0.06 | 0.11 |
| Expense Ratio | 0.00 | 0.12 | 0.11 | 0.11 | 0.11 | 0.11 | 0.12 | 0.12 | 0.13 | 0.13 | 0.14 |
* 1 = Top 20%, 5 = Bottom 20%