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Blackrock Lifepath Index Retirement Port Cl K Shs: (MF: LIRKX)
(NASDAQ Mutual Funds) As of Jun 4, 2025 08:00 PM ET
$14.34 USD
+0.06 (0.42%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.88 | 17 |
| 3 months | -0.07 | 17 |
| 6 months | 1.92 | 15 |
| 1 Year | 9.73 | 23 |
| 3 Year | 4.88 | 70 |
| 5 Year | 4.87 | 82 |
| 10 Year | 4.64 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.03 |
| 5 Year | 5.92 |
| 10 Year | 4.67 |
| Since Inception | 5.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.52 | NA | NA | NA |
| 2024 | 2.57 | 0.97 | 5.84 | -2.27 |
| 2023 | 4.59 | 1.81 | -3.52 | 8.49 |
| 2022 | -5.48 | -9.32 | -5.54 | 4.75 |
| 2021 | 0.45 | 4.04 | -0.38 | 2.63 |
| 2020 | -7.59 | 9.67 | 3.70 | 6.72 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.88 | 7.12 | 11.46 | -15.20 | 6.87 | 12.16 | 15.86 | -3.49 | 10.78 | 5.79 | -0.30 |
| % Total Return Rel to Index | 6.80 | -17.89 | -14.77 | 3.00 | -21.81 | -6.23 | -15.62 | 0.90 | -11.00 | -6.14 | -1.69 |
| % Total Return Rel to Peer | 1.71 | -2.79 | -1.69 | -2.23 | -4.63 | 1.48 | -1.32 | 3.00 | -2.67 | -0.48 | 2.04 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 3.00 | 4.00 | 1.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.40 | 0.35 | 0.31 | 0.32 | 0.28 | 0.30 | 0.27 | 0.25 | 0.22 | 0.21 |
| % Yield | 0.00 | 2.79 | 2.91 | 2.42 | 2.03 | 1.85 | 2.23 | 2.28 | 1.94 | 1.84 | 1.84 |
| Capital Gains ($) | 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 | 0.07 | 0.06 | 0.06 | 0.06 | 0.06 | 0.07 | 0.08 | 0.08 | 0.08 | 0.09 |
* 1 = Top 20%, 5 = Bottom 20%