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Blackrock Lifepath Index 2060 Fund - Class K Shares: (MF: LIZKX)
(NASDAQ Mutual Funds) As of Aug 14, 2025 08:00 PM ET
$24.55 USD
-0.07 (-0.28%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.73 | 10 |
| 3 months | 11.07 | 5 |
| 6 months | 9.73 | 10 |
| 1 Year | 16.13 | 2 |
| 3 Year | 16.51 | 3 |
| 5 Year | 13.28 | 2 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 16.13 |
| 5 Year | 13.28 |
| 10 Year | NA |
| Since Inception | 11.85 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.20 | 11.07 | NA | NA |
| 2024 | 7.50 | 2.21 | 7.11 | -1.20 |
| 2023 | 6.91 | 5.90 | -3.63 | 11.49 |
| 2022 | -5.49 | -15.17 | -7.23 | 9.81 |
| 2021 | 5.34 | 7.22 | -1.20 | 6.45 |
| 2020 | -22.07 | 19.21 | 7.88 | 14.80 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.73 | 16.28 | 21.65 | -18.32 | 18.79 | 15.06 | 26.92 | -7.84 | 21.51 |
| % Total Return Rel to Index | 3.52 | -8.73 | -4.58 | -0.11 | -9.88 | -3.33 | -4.57 | -3.45 | -0.28 |
| % Total Return Rel to Peer | 3.09 | 6.37 | 8.49 | -5.35 | 7.29 | 4.37 | 9.72 | -1.34 | 8.05 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.44 | 0.38 | 0.29 | 0.39 | 0.26 | 0.38 | 0.27 | 0.28 |
| % Yield | 0.00 | 1.93 | 2.20 | 1.76 | 1.91 | 1.49 | 2.39 | 2.15 | 1.97 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.06 | 0.06 | 0.05 | 0.05 | 0.04 | 0.04 | 0.04 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%