Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2040 R (LPRKX)

16.17
0.00
(0.00%)
At close: 6:46:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.30%
5y Average Return 13.74%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Apr 2, 2025) 25.10%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 25.10%
Worst 3Y Total Return 2.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LPRKX
Category
YTD
-0.42%
10.80%
1-Month
-2.87%
1.06%
3-Month
-0.42%
6.14%
1-Year
5.81%
33.59%
3-Year
5.58%
12.99%
5-Year
13.08%
12.87%
10-Year
7.51%
9.72%
Last Bull Market
14.02%
19.05%
Last Bear Market
-13.57%
-17.54%

Annual Total Return (%) History

Year
LPRKX
Category
2025
--
--
2024
13.44%
--
2023
18.68%
--
2022
-17.48%
--
2021
15.55%
--
2020
13.45%
14.56%
2019
25.10%
23.19%
2018
-7.92%
-7.74%

2017
20.86%
19.52%
2016
7.50%
7.95%
2015
-2.75%
-1.99%
2014
4.96%
5.25%
2013
16.33%
19.97%
2012
14.19%
14.64%
2011
-2.88%
-3.49%
2010
--
14.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.42% -- -- --
2024 6.76% 1.81% 6.53% -2.03%
2023 6.64% 4.83% -4.08% 10.67%
2022 -6.01% -13.57% -6.85% 9.04%
2021 4.39% 6.45% -1.32% 5.38%
2020 -21.55% 18.39% 6.94% 14.23%
2019 12.64% 3.01% 0.07% 7.74%
2018 -0.84% 1.59% 3.68% -11.84%
2017 5.31% 4.21% 4.39% 5.50%
2016 0.81% 1.79% 4.10% 0.63%

2015 2.32% -0.71% -7.87% 3.89%
2014 1.53% 4.02% -2.11% 1.52%
2013 4.77% -0.97% 5.87% 5.90%
2012 10.47% -3.64% 5.29% 1.88%
2011 4.34% 1.05% -14.73% 8.02%
2010 12.20% 8.10% -- --

Rank in Category (By Total Return)

YTD 74
1-Month 41
3-Month 74
1-Year 43
3-Year 28
5-Year 24

Load Adjusted Returns

1-Year 5.81%
3-Year 5.58%
5-Year 13.08%
10-Year 7.51%

Performance & Risk

YTD Return 0.30%
5y Average Return 13.74%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family BlackRock
Net Assets 435.29M
YTD Return -0.42%
Yield 4.21%
Morningstar Rating
Inception Date May 03, 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 2040.

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