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Blackrock Lifepath Index 2055 Port Inv A Shs: (MF: LIVAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 09:18 AM ET

$28.34 USD

+0.25 (0.89%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.98 22
3 months 5.80 25
6 months 11.76 14
1 Year 24.11 8
3 Year 19.80 3
5 Year 11.04 5
10 Year 12.34 3

* 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 Feb 28, 2026

1 Year 21.26
5 Year 10.46
10 Year 11.11
Since Inception 9.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.24 10.96 7.45 2.99
2024 7.42 2.12 7.02 -1.28
2023 6.85 5.89 -3.80 11.45
2022 -5.53 -15.25 -7.30 9.67
2021 5.30 7.15 -1.26 6.37

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9821.2615.9121.30-18.6018.5014.6726.48-8.0721.058.11
% Total Return Rel to Index 1.673.04-9.10-4.93-0.40-10.18-3.72-5.00-3.68-0.74-3.82
% Total Return Rel to Peer 0.876.765.998.14-5.646.993.989.28-1.587.591.84
% Perf Quintile vs Peer* 1.001.000.001.005.001.002.001.004.001.002.00
% Dividends 0.000.480.420.380.270.380.250.400.280.310.24
% Yield 0.001.581.652.131.471.641.282.261.961.931.82
Capital Gains ($) 0.000.160.070.000.020.010.000.060.000.000.02
Expense Ratio 0.000.370.360.360.350.350.340.340.340.340.34

* 1 = Top 20%, 5 = Bottom 20%