Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2045 K (LPHKX)

20.14 0.00 (0.00%)
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
2024
--
--
2023
21.22%
--
2022
-17.44%
--
2021
17.93%
--
2020
14.54%
15.10%
2019
26.67%
24.35%
2018
-7.99%
-8.14%
2017
22.58%
20.51%

2016
8.38%
7.93%
2015
-2.04%
-1.87%
2014
5.80%
5.35%
2013
19.11%
22.00%
2012
15.72%
15.31%
2011
-2.08%
-4.10%
2010
--
14.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
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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