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BlackRock LifePath Index 2055 Inv A (LIVAX)

25.12 -0.02 (-0.08%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 18.84%
5y Average Return 10.38%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Nov 27, 2024) 26.46%
Worst 1Y Total Return (Nov 27, 2024) --
Best 3Y Total Return 26.46%
Worst 3Y Total Return 3.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LIVAX
Category
YTD
14.82%
12.13%
1-Month
-2.22%
1.09%
3-Month
2.32%
6.61%
1-Year
31.90%
37.63%
3-Year
4.67%
13.82%
5-Year
10.28%
13.76%
10-Year
8.82%
10.29%
Last Bull Market
23.41%
19.35%
Last Bear Market
-15.25%
-17.99%

Annual Total Return (%) History

Year
LIVAX
Category
2024
--
--
2023
21.31%
--
2022
-18.59%
--
2021
18.51%
--
2020
14.72%
15.47%
2019
26.46%
24.91%
2018
-8.08%
-8.44%
2017
21.05%
21.08%

2016
8.10%
8.00%
2015
-0.88%
-1.71%
2014
7.13%
5.49%
2013
22.55%
23.14%
2012
16.55%
15.52%
2011
--
-4.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.43% 2.12% 7.03% --
2023 6.85% 5.89% -3.80% 11.46%
2022 -5.53% -15.25% -7.28% 9.67%
2021 5.30% 7.15% -1.27% 6.38%
2020 -22.09% 19.03% 7.90% 14.65%
2019 12.72% 3.09% 0.33% 8.47%
2018 -1.10% 1.54% 3.71% -11.73%
2017 5.93% 3.89% 4.49% 5.26%
2016 1.28% 1.93% 4.28% 0.41%
2015 2.84% -0.80% -7.25% 4.75%

2014 1.68% 5.06% -2.09% 2.43%
2013 7.70% -0.15% 6.64% 6.87%
2012 12.38% -4.72% 5.96% 2.72%
2011 -17.58% 9.60% -- --

Rank in Category (By Total Return)

YTD 14
1-Month 45
3-Month 10
1-Year 11
3-Year 23
5-Year 27

Load Adjusted Returns

1-Year 31.90%
3-Year 4.67%
5-Year 10.28%
10-Year 8.82%

Performance & Risk

YTD Return 18.84%
5y Average Return 10.38%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.31
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family BlackRock
Net Assets 6.19B
YTD Return 14.82%
Yield 0.71%
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 2055 Fund Custom Benchmark.

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