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Nasdaq - Delayed Quote USD
BlackRock LifePath Smart Beta 2025 Fund Institutional Shares (BLCIX)
8.95
+0.00
+(0.02%)
At close: September 25 at 8:00:05 PM EDT
Performance Overview
| Morningstar Return Rating | 2 |
| YTD Return | 5.64% |
| 5y Average Return | 5.27% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Feb 4, 2019) | 18.68% |
| Worst 1Y Total Return (Feb 4, 2019) | -5.70% |
| Best 3Y Total Return | 18.68% |
| Worst 3Y Total Return | 3.31% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BLCIX
Category
- YTD
- -3.20%
- 6.61%
- 1-Month
- 1.88%
- 0.92%
- 3-Month
- 11.36%
- 4.66%
- 1-Year
- 2.37%
- 21.54%
- 3-Year
- 4.85%
- 10.23%
- 5-Year
- 5.26%
- 9.75%
- 10-Year
- 7.91%
- 7.82%
- Last Bull Market
- 16.27%
- 16.61%
- Last Bear Market
- -13.21%
- -14.25%
Annual Total Return (%) History
Year
BLCIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -13.08% | 11.36% | -- | -- |
| 2019 | 8.99% | 2.97% | 1.58% | 4.11% |
| 2018 | -0.90% | 0.18% | 2.63% | -7.45% |
| 2017 | 4.67% | 3.97% | 2.98% | 3.31% |
| 2016 | 0.53% | 1.99% | 4.01% | 0.32% |
| 2015 | 2.27% | -0.37% | -6.12% | 2.57% |
| 2014 | 1.28% | 3.51% | -1.31% | 1.52% |
| 2013 | 4.38% | -0.10% | 4.78% | 5.70% |
Rank in Category (By Total Return)
| YTD | 94 |
| 1-Month | 54 |
| 3-Month | 74 |
| 1-Year | 89 |
| 3-Year | 85 |
| 5-Year | 73 |
Load Adjusted Returns
| 1-Year | 2.37% |
| 3-Year | 4.85% |
| 5-Year | 5.26% |
| 10-Year | 7.91% |
Performance & Risk
| YTD Return | 5.64% |
| 5y Average Return | 5.27% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2025 |
| Fund Family | BlackRock |
| Net Assets | 20.75M |
| YTD Return | -3.20% |
| Yield | 1.96% |
| Morningstar Rating | |
| Inception Date | Nov 27, 2012 |
Fund Summary
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. In pursuit of its investment objective, the fund, which is a fund of funds, allocates and reallocates its assets among a combination of equity, fixed income and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds ("ETFs"), some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2025.
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