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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
2020
--
11.84%
2019
18.68%
18.25%
2018
-5.70%
-5.34%
2017
15.78%
14.67%
2016
6.98%
6.73%
2015
-1.89%
-1.59%
2014
5.04%
5.07%
2013
15.49%
15.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
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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