Blackrock Lifepath Index Retirement Fund - Investor P Shares: (MF: LIRPX)
(NASDAQ Mutual Funds) As of Jun 20, 2025 08:00 PM ET
$14.31 USD
-0.02 (-0.14%)
Latest Performance as of May 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 3.42 | 58 |
3 months | 0.63 | 69 |
6 months | 1.04 | 47 |
1 Year | 8.18 | 60 |
3 Year | 5.03 | 77 |
5 Year | 4.42 | 84 |
10 Year | NA | NA |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
1 Year | 0.45 |
5 Year | 4.54 |
10 Year | NA |
Since Inception | 3.59 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 1.45 | NA | NA | NA |
2024 | 2.49 | 0.90 | 5.78 | -2.37 |
2023 | 4.53 | 1.73 | -3.60 | 8.42 |
2022 | -5.55 | -9.41 | -5.63 | 4.67 |
2021 | 0.39 | 3.90 | -0.46 | 2.63 |
2020 | -7.67 | 9.65 | 3.63 | 6.64 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|
% Total Return | 3.42 | 6.81 | 11.15 | -15.49 | 6.55 | 11.89 | 15.51 |
% Total Return Rel to Index | 2.35 | -18.20 | -15.09 | 2.71 | -22.12 | -6.51 | -15.97 |
% Total Return Rel to Peer | 0.04 | -3.10 | -2.00 | -2.52 | -4.94 | 1.20 | -1.68 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 3.00 | 4.00 |
% Dividends | 0.00 | 0.36 | 0.31 | 0.27 | 0.27 | 0.24 | 0.28 |
% Yield | 0.00 | 2.52 | 2.62 | 2.13 | 1.76 | 1.63 | 2.10 |
Capital Gains ($) | 0.00 | 0.01 | 0.00 | 0.02 | 0.10 | 0.09 | 0.00 |
Expense Ratio | 0.00 | 0.37 | 0.36 | 0.36 | 0.36 | 0.36 | 0.37 |
* 1 = Top 20%, 5 = Bottom 20%