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BlackRock LifePath Dyn 2045 K (LPHKX)
At close: 6:25:48 PM EST
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 19.57% |
5y Average Return | 10.74% |
Number of Years Up | 9 |
Number of Years Down | 4 |
Best 1Y Total Return (Dec 10, 2024) | 26.67% |
Worst 1Y Total Return (Dec 10, 2024) | -- |
Best 3Y Total Return | 26.67% |
Worst 3Y Total Return | 3.70% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LPHKX
Category
- YTD
- 19.69%
- 11.62%
- 1-Month
- 3.92%
- 1.08%
- 3-Month
- 3.65%
- 6.42%
- 1-Year
- 25.89%
- 36.05%
- 3-Year
- 7.65%
- 13.52%
- 5-Year
- 10.78%
- 13.44%
- 10-Year
- 9.27%
- 9.97%
- Last Bull Market
- 23.43%
- 20.43%
- Last Bear Market
- -14.23%
- -18.27%
Annual Total Return (%) History
Year
LPHKX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 7.81% | 2.31% | 6.89% | -- |
2023 | 7.09% | 5.75% | -3.84% | 11.32% |
2022 | -5.98% | -14.23% | -6.98% | 10.08% |
2021 | 5.22% | 7.06% | -1.35% | 6.12% |
2020 | -22.54% | 19.68% | 7.57% | 14.86% |
2019 | 13.30% | 3.15% | 0.07% | 8.31% |
2018 | -0.77% | 1.76% | 4.01% | -12.40% |
2017 | 5.71% | 4.59% | 4.75% | 5.84% |
2016 | 0.90% | 1.87% | 4.53% | 0.86% |
2015 | 2.54% | -0.47% | -8.02% | 4.35% |
2014 | 1.75% | 4.34% | -2.12% | 1.81% |
2013 | 5.58% | -0.57% | 6.54% | 6.50% |
2012 | 11.41% | -3.86% | 5.81% | 2.12% |
2011 | 5.51% | 1.16% | -15.73% | 8.86% |
2010 | 13.17% | 9.76% | -- | -- |
Rank in Category (By Total Return)
YTD | 3 |
1-Month | 40 |
3-Month | 25 |
1-Year | 3 |
3-Year | 7 |
5-Year | 6 |
Load Adjusted Returns
1-Year | 25.89% |
3-Year | 7.65% |
5-Year | 10.78% |
10-Year | 9.27% |
Performance & Risk
YTD Return | 19.57% |
5y Average Return | 10.74% |
Rank in Category (ytd) | 3 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.28 |
Morningstar Risk Rating |
Fund Overview
Category | Target-Date 2045 |
Fund Family | BlackRock |
Net Assets | 235.13M |
YTD Return | 19.69% |
Yield | 2.28% |
Morningstar Rating | |
Inception Date | Jun 30, 2010 |
Fund Summary
The fund manager allocates and reallocates its assets among a combination of equity, bond and money market funds (the "underlying funds") and derivatives in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds ("ETFs"), some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2045.
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