Blackrock Lifepath Dynamic 2055 Fund - Class K: (MF: LPVKX)
(NASDAQ Mutual Funds) As of Jun 20, 2025 08:00 PM ET
$20.59 USD
-0.12 (-0.58%)
Latest Performance as of May 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 5.07 | 14 |
3 months | 3.32 | 4 |
6 months | 2.29 | 17 |
1 Year | 12.73 | 3 |
3 Year | 12.25 | 1 |
5 Year | 13.40 | 1 |
10 Year | 9.39 | 1 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
1 Year | 6.61 |
5 Year | 15.35 |
10 Year | 8.89 |
Since Inception | 10.57 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -1.28 | NA | NA | NA |
2024 | 8.43 | 2.48 | 7.19 | -1.69 |
2023 | 7.25 | 6.23 | -3.94 | 12.07 |
2022 | -6.18 | -15.12 | -7.29 | 10.41 |
2021 | 5.56 | 7.25 | -1.68 | 6.61 |
2020 | -22.32 | 19.81 | 7.84 | 15.24 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 5.07 | 17.10 | 22.65 | -18.49 | 18.69 | 15.68 | 26.78 | -8.24 | 22.76 | 8.41 | -2.13 |
% Total Return Rel to Index | 4.01 | -7.91 | -3.59 | -0.28 | -9.99 | -2.72 | -4.70 | -3.84 | 0.96 | -3.52 | -3.51 |
% Total Return Rel to Peer | 1.70 | 7.19 | 9.49 | -5.52 | 7.18 | 4.99 | 9.58 | -1.74 | 9.30 | 2.14 | 0.22 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 2.00 | 4.00 |
% Dividends | 0.00 | 0.84 | 0.57 | 0.23 | 1.27 | 0.24 | 0.34 | 0.33 | 0.33 | 0.30 | 0.26 |
% Yield | 0.00 | 3.93 | 4.22 | 1.42 | 5.99 | 1.27 | 1.95 | 2.21 | 1.81 | 2.01 | 1.77 |
Capital Gains ($) | 0.00 | 0.90 | 0.00 | 0.16 | 1.07 | 0.13 | 0.46 | 1.08 | 1.30 | 0.00 | 0.31 |
Expense Ratio | 0.00 | 0.26 | 0.25 | 0.25 | 0.29 | 0.30 | 0.34 | 0.35 | 0.33 | 0.33 | 0.32 |
* 1 = Top 20%, 5 = Bottom 20%