Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2040 K (LPSFX)

19.32 0.00 (0.00%)
At close: 6:25:48 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 17.67%
5y Average Return 9.83%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Dec 10, 2024) 28.52%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 28.52%
Worst 3Y Total Return 3.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LPSFX
Category
YTD
17.86%
10.80%
1-Month
3.75%
1.06%
3-Month
3.37%
6.14%
1-Year
23.88%
33.59%
3-Year
6.71%
12.99%
5-Year
9.87%
12.87%
10-Year
8.78%
9.72%
Last Bull Market
21.88%
19.05%
Last Bear Market
-13.44%
-17.54%

Annual Total Return (%) History

Year
LPSFX
Category
2024
--
--
2023
19.55%
--
2022
-16.90%
--
2021
16.38%
--
2020
14.23%
14.56%
2019
25.96%
23.19%
2018
-7.31%
-7.74%
2017
21.66%
19.52%

2016
8.19%
7.95%
2015
-1.98%
-1.99%
2014
5.85%
5.25%
2013
17.41%
19.97%
2012
15.08%
14.64%
2011
-1.95%
-3.49%
2010
13.18%
14.37%
2009
28.52%
30.90%
2008
--
-37.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.91% 1.97% 6.70% --
2023 6.82% 5.05% -3.91% 10.87%
2022 -5.83% -13.44% -6.69% 9.25%
2021 4.63% 6.61% -1.21% 5.61%
2020 -21.44% 18.65% 7.06% 14.48%
2019 12.81% 3.22% 0.25% 7.90%
2018 -0.69% 1.78% 3.86% -11.71%
2017 5.49% 4.40% 4.56% 5.66%
2016 1.00% 1.90% 4.27% 0.81%
2015 2.53% -0.53% -7.68% 4.10%

2014 1.72% 4.19% -1.86% 1.77%
2013 4.99% -0.73% 6.12% 6.16%
2012 10.66% -3.45% 5.55% 2.05%
2011 4.50% 1.31% -14.52% 8.34%
2010 3.98% -10.70% 12.47% 8.38%
2009 -11.22% 19.11% 16.40% 4.42%
2008 -11.24% -20.70% -- --

Rank in Category (By Total Return)

YTD 6
1-Month 31
3-Month 22
1-Year 5
3-Year 7
5-Year 14

Load Adjusted Returns

1-Year 23.88%
3-Year 6.71%
5-Year 9.87%
10-Year 8.78%

Performance & Risk

YTD Return 17.67%
5y Average Return 9.83%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family BlackRock
Net Assets 409.01M
YTD Return 17.86%
Yield 2.40%
Morningstar Rating
Inception Date Mar 01, 1994

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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