Nasdaq - Delayed Quote USD
BlackRock LifePath Index 2040 Fund (LIKKX)
19.99
0.00
(0.00%)
As of 10:06:28 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.20% |
| 5y Average Return | 10.93% |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 23, 2025) | 25.01% |
| Worst 1Y Total Return (Apr 23, 2025) | -- |
| Best 3Y Total Return | 25.01% |
| Worst 3Y Total Return | 2.93% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LIKKX
Category
- YTD
- 0.00%
- 10.80%
- 1-Month
- -2.76%
- 1.06%
- 3-Month
- 0.00%
- 6.14%
- 1-Year
- 6.59%
- 33.59%
- 3-Year
- 5.18%
- 12.99%
- 5-Year
- 12.61%
- 12.87%
- 10-Year
- 7.82%
- 9.72%
- Last Bull Market
- 14.05%
- 19.05%
- Last Bear Market
- -13.68%
- -17.54%
Annual Total Return (%) History
Year
LIKKX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.00% | -- | -- | -- |
| 2024 | 5.70% | 1.69% | 6.80% | -1.85% |
| 2023 | 6.39% | 4.66% | -3.92% | 10.84% |
| 2022 | -5.44% | -13.68% | -6.94% | 8.41% |
| 2021 | 4.23% | 6.52% | -0.98% | 5.56% |
| 2020 | -19.56% | 17.25% | 7.07% | 13.00% |
| 2019 | 11.77% | 3.21% | 0.64% | 7.68% |
| 2018 | -1.06% | 1.45% | 3.54% | -10.59% |
| 2017 | 5.67% | 3.71% | 4.25% | 5.00% |
| 2016 | 1.42% | 1.97% | 4.17% | 0.35% |
| 2015 | 2.79% | -0.66% | -6.89% | 4.59% |
| 2014 | 1.82% | 4.59% | -1.72% | 2.14% |
| 2013 | 6.52% | -0.46% | 5.78% | 5.81% |
| 2012 | 10.65% | -3.49% | 5.38% | 2.22% |
| 2011 | -14.38% | 8.55% | -- | -- |
Rank in Category (By Total Return)
| YTD | 28 |
| 1-Month | 32 |
| 3-Month | 28 |
| 1-Year | 11 |
| 3-Year | 55 |
| 5-Year | 43 |
Load Adjusted Returns
| 1-Year | 6.59% |
| 3-Year | 5.18% |
| 5-Year | 12.61% |
| 10-Year | 7.82% |
Performance & Risk
| YTD Return | -2.20% |
| 5y Average Return | 10.93% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | BlackRock |
| Net Assets | 12.71B |
| YTD Return | 0.00% |
| Yield | 2.49% |
| Morningstar Rating | |
| Inception Date | May 31, 2011 |
Fund Summary
The fund allocates and reallocates its assets among a combination of equity and bond index funds and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy. It will invest, under normal circumstances, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath Index 2040 Fund Custom Benchmark.
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