Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2050 Investor A (LPRFX)

25.34 0.00 (0.00%)
As of 9:26:00 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 20.20%
5y Average Return 10.32%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Dec 12, 2024) 30.08%
Worst 1Y Total Return (Dec 12, 2024) --
Best 3Y Total Return 30.08%
Worst 3Y Total Return 3.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LPRFX
Category
YTD
20.39%
11.99%
1-Month
4.23%
1.08%
3-Month
3.80%
6.55%
1-Year
26.91%
37.09%
3-Year
7.31%
13.69%
5-Year
10.57%
13.58%
10-Year
8.93%
10.11%
Last Bull Market
24.82%
19.71%
Last Bear Market
-15.09%
-18.27%

Annual Total Return (%) History

Year
LPRFX
Category
2024
--
--
2023
21.69%
--
2022
-18.90%
--
2021
17.88%
--
2020
14.50%
15.25%
2019
26.11%
24.54%
2018
-8.51%
-8.41%
2017
22.48%
20.67%

2016
7.95%
8.22%
2015
-2.65%
-2.01%
2014
5.47%
5.42%
2013
19.48%
21.02%
2012
15.80%
15.07%
2011
-4.06%
-3.82%
2010
13.14%
14.53%
2009
30.08%
32.02%
2008
--
-38.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.29% 2.10% 7.16% --
2023 7.14% 5.91% -4.10% 11.84%
2022 -6.35% -15.09% -7.48% 10.21%
2021 5.29% 7.09% -1.85% 6.51%
2020 -22.65% 19.69% 7.73% 14.80%
2019 12.84% 3.13% -0.08% 8.46%
2018 -0.98% 1.70% 3.86% -12.53%
2017 5.67% 4.51% 4.67% 5.95%
2016 0.71% 1.76% 4.44% 0.86%
2015 2.50% -0.65% -8.23% 4.17%

2014 1.54% 4.42% -2.22% 1.73%
2013 5.53% -0.60% 6.67% 6.78%
2012 11.94% -4.35% 5.89% 2.13%
2011 4.90% 1.02% -16.87% 8.92%
2010 4.06% -12.57% 13.62% 9.46%
2009 -12.76% 20.89% 17.79% 4.71%
2008 -12.26% -22.82% -- --

Rank in Category (By Total Return)

YTD 6
1-Month 28
3-Month 30
1-Year 4
3-Year 10
5-Year 20

Load Adjusted Returns

1-Year 20.25%
3-Year 5.40%
5-Year 9.39%
10-Year 8.35%

Performance & Risk

YTD Return 20.20%
5y Average Return 10.32%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.34
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family BlackRock
Net Assets 279.85M
YTD Return 20.39%
Yield 2.40%
Morningstar Rating
Inception Date Jun 30, 2008

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 2050.

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