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Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2045 R (LPHRX)

17.65
+0.11
+(0.63%)
At close: 8:01:28 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.38%
5y Average Return 11.09%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Mar 7, 2025) 25.83%
Worst 1Y Total Return (Mar 7, 2025) --
Best 3Y Total Return 25.83%
Worst 3Y Total Return 2.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LPHRX
Category
YTD
2.35%
11.62%
1-Month
-0.50%
1.08%
3-Month
-1.01%
6.42%
1-Year
13.03%
36.05%
3-Year
7.98%
13.52%
5-Year
11.30%
13.44%
10-Year
8.16%
9.97%
Last Bull Market
15.06%
20.43%
Last Bear Market
-14.39%
-18.27%

Annual Total Return (%) History

Year
LPHRX
Category
2024
15.03%
--
2023
20.43%
--
2022
-18.03%
--
2021
17.10%
--
2020
13.73%
15.10%
2019
25.83%
24.35%
2018
-8.63%
-8.14%
2017
21.81%
20.51%

2016
7.64%
7.93%
2015
-2.80%
-1.87%
2014
5.08%
5.35%
2013
17.91%
22.00%
2012
14.77%
15.31%
2011
-2.93%
-4.10%
2010
--
14.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.66% 2.10% 6.66% -1.88%
2023 6.98% 5.52% -3.97% 11.09%
2022 -6.14% -14.39% -7.13% 9.84%
2021 5.03% 6.89% -1.54% 5.94%
2020 -22.68% 19.46% 7.35% 14.70%
2019 13.10% 3.02% -0.17% 8.19%
2018 -0.99% 1.62% 3.84% -12.54%
2017 5.55% 4.40% 4.53% 5.74%
2016 0.72% 1.69% 4.35% 0.72%
2015 2.38% -0.67% -8.17% 4.09%

2014 1.48% 4.23% -2.21% 1.59%
2013 5.24% -0.85% 6.36% 6.25%
2012 11.22% -4.05% 5.61% 1.84%
2011 5.30% 0.94% -15.86% 8.53%
2010 12.90% 9.55% -- --

Rank in Category (By Total Return)

YTD 88
1-Month 83
3-Month 88
1-Year 31
3-Year 14
5-Year 24

Load Adjusted Returns

1-Year 13.03%
3-Year 7.98%
5-Year 11.30%
10-Year 8.16%

Performance & Risk

YTD Return 1.38%
5y Average Return 11.09%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Fund Overview

Category Target-Date 2045
Fund Family BlackRock
Net Assets 267.42M
YTD Return 2.35%
Yield 3.91%
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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