Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2055 Instl (LPVIX)

21.36 0.00 (0.00%)
As of 9:26:00 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 21.12%
5y Average Return 10.91%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Dec 12, 2024) 26.48%
Worst 1Y Total Return (Dec 12, 2024) --
Best 3Y Total Return 26.48%
Worst 3Y Total Return 3.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LPVIX
Category
YTD
21.23%
12.13%
1-Month
4.34%
1.09%
3-Month
3.94%
6.61%
1-Year
27.71%
37.63%
3-Year
7.80%
13.82%
5-Year
11.15%
13.76%
10-Year
9.31%
10.29%
Last Bull Market
25.04%
19.35%
Last Bear Market
-15.15%
-17.99%

Annual Total Return (%) History

Year
LPVIX
Category
2024
--
--
2023
22.18%
--
2022
-18.75%
--
2021
18.43%
--
2020
15.47%
15.47%
2019
26.48%
24.91%
2018
-8.43%
-8.44%
2017
22.57%
21.08%

2016
8.20%
8.00%
2015
-2.52%
-1.71%
2014
5.90%
5.49%
2013
20.99%
23.14%
2012
16.46%
15.52%
2011
-4.02%
-4.13%
2010
--
14.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.67% 2.32% 7.09% --
2023 7.20% 6.17% -3.97% 11.79%
2022 -6.29% -15.15% -7.35% 10.30%
2021 5.48% 7.18% -1.76% 6.62%
2020 -22.36% 19.79% 7.76% 15.20%
2019 12.90% 3.17% 0.05% 8.52%
2018 -0.92% 1.74% 3.80% -12.48%
2017 5.76% 4.42% 4.77% 5.94%
2016 0.76% 1.78% 4.60% 0.87%
2015 2.46% -0.53% -8.22% 4.21%

2014 1.59% 4.68% -2.32% 1.96%
2013 5.88% -0.44% 7.15% 7.12%
2012 12.53% -4.67% 6.18% 2.23%
2011 5.47% 0.80% -17.34% 9.22%
2010 13.70% 10.45% -- --

Rank in Category (By Total Return)

YTD 3
1-Month 24
3-Month 28
1-Year 3
3-Year 10
5-Year 5

Load Adjusted Returns

1-Year 27.71%
3-Year 7.80%
5-Year 11.15%
10-Year 9.31%

Performance & Risk

YTD Return 21.12%
5y Average Return 10.91%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.34
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family BlackRock
Net Assets 192.46M
YTD Return 21.23%
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 2055.

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