Canada markets closed

BlackRock LifePath Dyn 2025 Instl (LPBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
13.61+0.07 (+0.52%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.73%
5-Year Average Return6.13%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (May 30, 2024)19.46%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return19.46%
Worst 3-Yr Total Return1.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLPBIXCategory
YTD0.53%6.61%
1-Month-3.01%0.92%
3-Month0.46%4.66%
1-Year6.94%21.54%
3-Year0.17%10.23%
5-Year4.86%9.75%
10-Year5.31%7.82%
Last Bull Market15.45%16.61%
Last Bear Market-10.00%-14.25%

Annual Total Return (%) History

Year
LPBIXCategory
2024
N/AN/A
2023
13.07%N/A
2022
-15.28%N/A
2021
8.82%N/A
2020
12.87%11.84%
2019
19.46%18.25%
2018
-4.66%-5.34%
2017
15.45%14.67%
2016
6.79%6.73%
2015
-1.92%-1.59%
2014
5.23%5.07%
2013
11.84%15.30%
2012
12.07%13.03%
2011
0.49%-2.06%
2010
N/A13.29%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.66%N/AN/AN/A
20235.39%2.51%-3.75%8.75%
2022-5.82%-10.00%-5.68%5.98%
20211.61%4.59%-0.67%3.09%
2020-13.55%13.57%4.69%9.82%
20199.58%3.20%0.67%4.93%
2018-0.60%1.27%2.82%-7.89%
20173.85%3.36%3.62%3.80%
20161.62%1.92%3.29%-0.18%
20152.07%-0.75%-5.58%2.54%
20141.68%3.58%-1.67%1.61%
20133.72%-1.44%4.75%4.44%
20128.04%-2.19%4.63%1.36%
20113.88%1.41%-10.55%6.64%
201010.06%6.67%N/AN/A

Rank In Category (By Total Return)

YTD64
1-Month64
3-Month67
1-Year70
3-Year63
5-Year62

Load Adjusted Returns

1-Year6.94%
3-Year0.17%
5-Year4.86%
10-Year5.31%