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Nasdaq - Delayed Quote USD

BlackRock LifePath Index 2065 Inv P (LIWPX)

15.02
+0.07
+(0.47%)
At close: 6:10:31 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.32%
5y Average Return 12.52%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 28, 2025) 21.20%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 21.20%
Worst 3Y Total Return 3.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LIWPX
Category
YTD
-1.25%
0.00%
1-Month
-3.67%
0.00%
3-Month
-1.25%
0.00%
1-Year
6.60%
0.00%
3-Year
6.20%
0.00%
5-Year
14.41%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
15.83%
0.00%
Last Bear Market
-15.25%
0.00%

Annual Total Return (%) History

Year
LIWPX
Category
2025
--
--
2024
16.01%
--
2023
21.20%
--
2022
-18.51%
--
2021
18.52%
--
2020
15.12%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.25% -- -- --
2024 7.46% 2.10% 7.07% -1.25%
2023 6.81% 5.88% -3.76% 11.37%
2022 -5.53% -15.25% -7.26% 9.73%
2021 5.29% 7.12% -1.23% 6.39%
2020 -21.24% 18.34% 7.78% 14.60%

Rank in Category (By Total Return)

YTD 70
1-Month 71
3-Month 70
1-Year 20
3-Year 39
5-Year 23

Load Adjusted Returns

1-Year 1.00%
3-Year 4.30%
5-Year 13.18%
10-Year --

Performance & Risk

YTD Return -1.32%
5y Average Return 12.52%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.31
Morningstar Risk Rating

Fund Overview

Category Target-Date 2065+
Fund Family BlackRock
Net Assets 1.03B
YTD Return -1.25%
Yield 1.66%
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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