Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2030 K (LPSDX)

13.27 +0.08 (+0.61%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.31%
5y Average Return 6.48%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 26.22%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 26.22%
Worst 3Y Total Return 2.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LPSDX
Category
YTD
4.93%
7.97%
1-Month
2.48%
0.98%
3-Month
4.93%
5.18%
1-Year
14.53%
25.53%
3-Year
3.64%
11.28%
5-Year
7.41%
10.98%
10-Year
6.86%
8.54%
Last Bull Market
25.09%
17.21%
Last Bear Market
-11.19%
-15.52%

Annual Total Return (%) History

Year
LPSDX
Category
2024
--
--
2023
15.61%
--
2022
-15.63%
--
2021
11.70%
--
2020
13.36%
12.99%
2019
22.27%
20.07%
2018
-5.28%
-6.25%
2017
17.96%
16.57%

2016
7.42%
7.33%
2015
-1.66%
-1.79%
2014
5.66%
5.04%
2013
14.05%
16.65%
2012
13.42%
13.59%
2011
-0.20%
-2.26%
2010
12.32%
13.47%
2009
26.22%
28.87%
2008
--
-36.04%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.93% -- -- --
2023 5.92% 3.44% -3.86% 9.75%
2022 -5.85% -11.19% -5.96% 7.29%
2021 2.69% 5.36% -0.79% 4.06%
2020 -16.53% 15.31% 5.66% 11.47%
2019 10.85% 3.31% 0.56% 6.18%
2018 -0.48% 1.55% 3.25% -9.23%
2017 4.50% 3.85% 3.99% 4.52%
2016 1.40% 2.05% 3.66% 0.15%
2015 2.28% -0.54% -6.26% 3.12%

2014 1.77% 3.82% -1.66% 1.70%
2013 4.24% -1.16% 5.28% 5.16%
2012 8.99% -2.59% 5.00% 1.74%
2011 4.05% 1.41% -11.89% 7.34%
2010 3.71% -8.69% 10.91% 6.94%
2009 -9.36% 16.82% 14.69% 3.93%
2008 -9.89% -17.85% -- --

Rank in Category (By Total Return)

YTD 28
1-Month 30
3-Month 28
1-Year 35
3-Year 15
5-Year 31

Load Adjusted Returns

1-Year 14.53%
3-Year 3.64%
5-Year 7.41%
10-Year 6.86%

Performance & Risk

YTD Return 2.31%
5y Average Return 6.48%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family BlackRock
Net Assets 339.59M
YTD Return 4.93%
Yield 2.91%
Morningstar Rating
Inception Date May 03, 2010

Fund Summary

The fund 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 2030.

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