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Nasdaq - Delayed Quote USD

BlackRock LifePath Index 2065 Inv A (LIWAX)

14.96
0.00
(0.00%)
As of 9:16:38 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.32%
5y Average Return 12.50%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 28, 2025) 21.32%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 21.32%
Worst 3Y Total Return 3.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LIWAX
Category
YTD
-1.32%
0.00%
1-Month
-3.73%
0.00%
3-Month
-1.32%
0.00%
1-Year
6.50%
0.00%
3-Year
6.17%
0.00%
5-Year
14.37%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
15.82%
0.00%
Last Bear Market
-15.24%
0.00%

Annual Total Return (%) History

Year
LIWAX
Category
2025
--
--
2024
15.97%
--
2023
21.32%
--
2022
-18.56%
--
2021
18.48%
--
2020
15.14%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.32% -- -- --
2024 7.45% 2.10% 7.00% -1.22%
2023 6.90% 5.79% -3.75% 11.46%
2022 -5.52% -15.24% -7.24% 9.63%
2021 5.29% 7.10% -1.22% 6.36%
2020 -21.19% 18.19% 7.87% 14.59%

Rank in Category (By Total Return)

YTD 73
1-Month 79
3-Month 73
1-Year 25
3-Year 40
5-Year 30

Load Adjusted Returns

1-Year 6.50%
3-Year 6.17%
5-Year 14.37%
10-Year --

Performance & Risk

YTD Return -1.32%
5y Average Return 12.50%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category Target-Date 2065+
Fund Family BlackRock
Net Assets 1.03B
YTD Return -1.32%
Yield 1.64%
Morningstar Rating
Inception Date Oct 30, 2019

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 2065 Fund Custom Benchmark.

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