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Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2035 Instl (LPJIX)

15.81
+0.07
+(0.44%)
At close: 8:01:28 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.54%
5y Average Return 9.15%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Mar 7, 2025) 23.66%
Worst 1Y Total Return (Mar 7, 2025) --
Best 3Y Total Return 23.66%
Worst 3Y Total Return 2.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LPJIX
Category
YTD
2.44%
9.49%
1-Month
0.19%
1.04%
3-Month
-0.49%
5.73%
1-Year
11.32%
29.95%
3-Year
6.29%
12.29%
5-Year
9.34%
12.13%
10-Year
7.42%
9.24%
Last Bull Market
12.82%
19.43%
Last Bear Market
-12.27%
-17.22%

Annual Total Return (%) History

Year
LPJIX
Category
2024
11.78%
--
2023
17.25%
--
2022
-16.56%
--
2021
13.69%
--
2020
13.89%
14.04%
2019
23.66%
22.04%
2018
-6.42%
-7.04%
2017
19.51%
18.43%

2016
7.61%
7.57%
2015
-2.15%
-1.76%
2014
5.51%
5.24%
2013
15.33%
20.00%
2012
13.85%
14.64%
2011
-1.32%
-3.51%
2010
--
14.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.74% 1.64% 6.32% -2.18%
2023 6.39% 4.13% -3.97% 10.21%
2022 -5.84% -12.27% -6.50% 8.03%
2021 3.55% 5.90% -1.04% 4.75%
2020 -18.79% 17.01% 6.34% 12.71%
2019 11.71% 3.15% 0.40% 6.89%
2018 -0.60% 1.58% 3.57% -10.52%
2017 4.92% 3.98% 4.25% 5.09%
2016 1.14% 1.85% 3.98% 0.47%
2015 2.31% -0.64% -7.08% 3.59%

2014 1.68% 3.96% -1.82% 1.66%
2013 4.58% -1.08% 5.71% 5.46%
2012 9.82% -3.13% 5.23% 1.70%
2011 4.35% 1.20% -13.26% 7.73%
2010 11.66% 8.33% -- --

Rank in Category (By Total Return)

YTD 92
1-Month 61
3-Month 84
1-Year 48
3-Year 21
5-Year 25

Load Adjusted Returns

1-Year 11.32%
3-Year 6.29%
5-Year 9.34%
10-Year 7.42%

Performance & Risk

YTD Return 1.54%
5y Average Return 9.15%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family BlackRock
Net Assets 321.05M
YTD Return 2.44%
Yield 4.25%
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 2035.

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