Nasdaq - Delayed Quote USD

BlackRock LifePath ESG Index 2065 K (LEWKX)

12.78 -0.05 (-0.39%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.63%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Apr 24, 2024) 21.34%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 21.34%
Worst 3Y Total Return 5.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LEWKX
Category
YTD
7.11%
0.00%
1-Month
3.19%
0.00%
3-Month
7.11%
0.00%
1-Year
21.45%
0.00%
3-Year
6.22%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
38.93%
0.00%
Last Bear Market
-15.53%
0.00%

Annual Total Return (%) History

Year
LEWKX
Category
2024
--
--
2023
21.34%
--
2022
-18.56%
--
2021
20.04%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.11% -- -- --
2023 7.02% 5.66% -3.86% 11.62%
2022 -5.76% -15.53% -7.31% 10.38%
2021 6.03% 7.25% -0.87% 6.49%
2020 15.53% -- -- --

Rank in Category (By Total Return)

YTD 76
1-Month 63
3-Month 76
1-Year 57
3-Year 27
5-Year --

Load Adjusted Returns

1-Year 21.45%
3-Year 6.22%
5-Year --
10-Year --

Performance & Risk

YTD Return 3.63%
5y Average Return 0.00%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.37
Morningstar Risk Rating

Fund Overview

Category --
Fund Family BlackRock
Net Assets 3.75M
YTD Return 7.11%
Yield 1.83%
Morningstar Rating
Inception Date Aug 18, 2020

Fund Summary

The fund allocates and reallocates its assets among a combination of equity and bond index funds, including those that seek to maximize exposure to companies with higher environmental, social and governance ("ESG") ratings as measured by MSCI, Inc., and money market funds in proportions based on its own comprehensive investment strategy. Under normal circumstances, it invests primarily in affiliated open-end index funds and affiliated ETFs. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2065.

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