Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2035 K (LPJKX)

17.40 0.00 (0.00%)
As of 9:26:00 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 15.01%
5y Average Return 8.41%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Dec 12, 2024) 23.92%
Worst 1Y Total Return (Dec 12, 2024) --
Best 3Y Total Return 23.92%
Worst 3Y Total Return 2.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LPJKX
Category
YTD
15.41%
9.49%
1-Month
3.25%
1.04%
3-Month
2.71%
5.73%
1-Year
21.11%
29.95%
3-Year
5.43%
12.29%
5-Year
8.64%
12.13%
10-Year
7.98%
9.24%
Last Bull Market
19.67%
19.43%
Last Bear Market
-12.22%
-17.22%

Annual Total Return (%) History

Year
LPJKX
Category
2024
--
--
2023
17.53%
--
2022
-16.32%
--
2021
13.97%
--
2020
14.14%
14.04%
2019
23.92%
22.04%
2018
-6.23%
-7.04%
2017
19.76%
18.43%

2016
7.82%
7.57%
2015
-1.83%
-1.76%
2014
5.73%
5.24%
2013
16.32%
20.00%
2012
14.30%
14.64%
2011
-0.94%
-3.51%
2010
--
14.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.77% 1.73% 6.39% --
2023 6.41% 4.19% -3.84% 10.24%
2022 -5.75% -12.22% -6.39% 8.05%
2021 3.69% 5.94% -1.02% 4.82%
2020 -18.73% 17.11% 6.38% 12.74%
2019 11.78% 3.23% 0.44% 6.93%
2018 -0.55% 1.68% 3.57% -10.47%
2017 5.03% 4.05% 4.22% 5.15%
2016 1.17% 1.95% 3.99% 0.52%
2015 2.44% -0.54% -7.05% 3.66%

2014 1.74% 4.09% -1.88% 1.76%
2013 5.18% -0.98% 5.73% 5.64%
2012 9.96% -3.06% 5.28% 1.84%
2011 4.51% 1.25% -13.17% 7.81%
2010 11.75% 8.42% -- --

Rank in Category (By Total Return)

YTD 16
1-Month 45
3-Month 44
1-Year 17
3-Year 10
5-Year 20

Load Adjusted Returns

1-Year 21.11%
3-Year 5.43%
5-Year 8.64%
10-Year 7.98%

Performance & Risk

YTD Return 15.01%
5y Average Return 8.41%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family BlackRock
Net Assets 288.33M
YTD Return 15.41%
Yield 2.17%
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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