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Blackrock Lifepath Index 2055 Port Cl K Shs: (MF: LIVKX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$25.68 USD
+0.19 (0.75%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.66 | 72 |
| 3 months | -4.35 | 82 |
| 6 months | 0.32 | 60 |
| 1 Year | 11.74 | 3 |
| 3 Year | 9.59 | 5 |
| 5 Year | 12.78 | 2 |
| 10 Year | 8.69 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.88 |
| 5 Year | 14.89 |
| 10 Year | 8.80 |
| Since Inception | 8.98 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.16 | NA | NA | NA |
| 2024 | 7.55 | 2.16 | 7.13 | -1.19 |
| 2023 | 6.90 | 5.94 | -3.71 | 11.51 |
| 2022 | -5.50 | -15.19 | -7.20 | 9.79 |
| 2021 | 5.35 | 7.26 | -1.22 | 6.48 |
| 2020 | -22.08 | 19.09 | 7.95 | 14.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.66 | 16.30 | 21.60 | -18.34 | 18.86 | 14.97 | 26.91 | -7.84 | 21.51 | 8.39 | -0.57 |
| % Total Return Rel to Index | 4.25 | -8.71 | -4.64 | -0.14 | -9.81 | -3.42 | -4.57 | -3.45 | -0.28 | -3.54 | -1.96 |
| % Total Return Rel to Peer | -0.83 | 6.38 | 8.44 | -5.37 | 7.36 | 4.28 | 9.71 | -1.35 | 8.05 | 2.12 | 1.78 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.50 | 0.44 | 0.33 | 0.45 | 0.30 | 0.45 | 0.33 | 0.35 | 0.28 | 0.28 |
| % Yield | 0.00 | 1.97 | 2.24 | 1.76 | 1.91 | 1.51 | 2.49 | 2.26 | 2.18 | 2.06 | 2.22 |
| Capital Gains ($) | 0.00 | 0.07 | 0.00 | 0.02 | 0.01 | 0.00 | 0.06 | 0.00 | 0.00 | 0.02 | 0.07 |
| Expense Ratio | 0.00 | 0.06 | 0.06 | 0.05 | 0.05 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.06 |
* 1 = Top 20%, 5 = Bottom 20%