Nasdaq - Delayed Quote USD

BlackRock LifePath Index 2050 Fund (LIPPX)

24.58 +0.16 (+0.66%)
At close: 6:25:47 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 19.02%
5y Average Return 10.44%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Dec 10, 2024) 26.40%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 26.40%
Worst 3Y Total Return 3.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LIPPX
Category
YTD
19.02%
11.99%
1-Month
4.09%
1.08%
3-Month
3.96%
6.55%
1-Year
25.43%
37.09%
3-Year
6.78%
13.69%
5-Year
10.45%
13.58%
10-Year
9.02%
10.11%
Last Bull Market
23.09%
19.71%
Last Bear Market
-15.17%
-18.27%

Annual Total Return (%) History

Year
LIPPX
Category
2024
--
--
2023
20.95%
--
2022
-18.51%
--
2021
18.35%
--
2020
14.67%
15.25%
2019
26.40%
24.54%
2018
--
-8.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.16% 2.01% 7.04% --
2023 6.81% 5.66% -3.79% 11.40%
2022 -5.50% -15.17% -7.25% 9.60%
2021 5.21% 7.12% -1.24% 6.32%
2020 -22.07% 19.00% 7.89% 14.62%
2019 12.69% 3.07% 0.32% 8.48%
2018 -11.74% -- -- --

Rank in Category (By Total Return)

YTD 25
1-Month 45
3-Month 25
1-Year 23
3-Year 24
5-Year 30

Load Adjusted Returns

1-Year 18.85%
3-Year 4.88%
5-Year 9.27%
10-Year 8.44%

Performance & Risk

YTD Return 19.02%
5y Average Return 10.44%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family BlackRock
Net Assets 9.69B
YTD Return 19.02%
Yield 0.69%
Morningstar Rating
Inception Date Aug 06, 2018

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 2050 Fund Custom Benchmark.

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