Nasdaq - Delayed Quote USD
BlackRock LifePath Index 2055 Instl (LIVIX)
As of 9:26:00 AM EST. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.75% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 19.93% |
| 5y Average Return | 10.67% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.31 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LIVIX | Category Average | LIVIX | Category Average | LIVIX | Category Average | |
| Alpha | 4.24 | -0.02 | 3.15 | -0.01 | 1.38 | -0.01 |
| BETA | 1.31 | 0.01 | 1.4 | 0.01 | 1.44 | 0.02 |
| Mean Annual Return | 0.7 | 0.01 | 1 | 0.01 | 0.84 | 0.01 |
| R-squared | 97.04 | 0.98 | 97.18 | 0.98 | 97.06 | 0.97 |
| Standard Deviation | 16.74 | 0.17 | 17.64 | 0.14 | 14.6 | 0.13 |
| Sharpe Ratio | 0.26 | 0.01 | 0.53 | 0.01 | 0.57 | 0.01 |
| Treynor Ratio | 2.44 | 0.09 | 5.98 | 0.09 | 5.27 | 0.06 |
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