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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 18.68%
Worst 1Y Total Return -5.70%
Number of Years Up 5
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
BLCIXCategory AverageBLCIXCategory AverageBLCIXCategory Average
Alpha -0.85 -0 -0.64 -0 -0.17 -0
BETA 0.96 0.01 0.99 0.01 1.05 0.01
Mean Annual Return 0.44 0.01 0.46 0.01 0.67 0.01
R-squared 97.98 0.97 97.28 0.97 96.96 0.96
Standard Deviation 9.91 0.11 8.94 0.09 8.96 0.09
Sharpe Ratio 0.36 0.01 0.49 0.01 0.83 0.01
Treynor Ratio 3.27 0.1 4.14 0.09 6.96 0.07

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