Nasdaq - Delayed Quote USD

BlackRock LifePath Index 2055 Inv A (LIVAX)

21.67
-1.34
(-5.82%)
At close: 6:49:59 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.25%
5y Average Return 15.40%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 2, 2025) 26.46%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 26.46%
Worst 3Y Total Return 3.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LIVAX
Category
YTD
-1.25%
12.13%
1-Month
-3.73%
1.09%
3-Month
-1.25%
6.61%
1-Year
6.54%
37.63%
3-Year
6.16%
13.82%
5-Year
14.55%
13.76%
10-Year
8.46%
10.29%
Last Bull Market
15.81%
19.35%
Last Bear Market
-15.25%
-17.99%

Annual Total Return (%) History

Year
LIVAX
Category
2025
--
--
2024
15.90%
--
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
2025 -1.25% -- -- --
2024 7.43% 2.12% 7.03% -1.29%
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 76
1-Month 83
3-Month 76
1-Year 23
3-Year 34
5-Year 12

Load Adjusted Returns

1-Year 6.54%
3-Year 6.16%
5-Year 14.55%
10-Year 8.46%

Performance & Risk

YTD Return -0.25%
5y Average Return 15.40%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family BlackRock
Net Assets 6.33B
YTD Return -1.25%
Yield 1.78%
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 2055 Fund Custom Benchmark.

Related Tickers