Nasdaq - Delayed Quote USD

BlackRock LifePath Index 2045 Fund (LIHKX)

22.97
-0.29
(-1.25%)
At close: 8:01:53 PM EDT

Fund Summary

The fund allocates and reallocates its assets among a combination of equity and bond index funds and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy. It will invest, under normal circumstances, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath Index 2045 Fund Custom Benchmark.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.25%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return 3.42%
5y Average Return 12.41%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
LIHKXCategory AverageLIHKXCategory AverageLIHKXCategory Average
Alpha 2.15 -0.02 2.95 -0.01 0.89 -0.01
BETA 1.26 0.01 1.3 0.01 1.39 0.01
Mean Annual Return 0.8 0.01 1.03 0.01 0.75 0.01
R-squared 97.31 0.98 97.28 0.98 97.25 0.97
Standard Deviation 15.29 0.16 14.78 0.13 14.17 0.13
Sharpe Ratio 0.33 0.01 0.64 0.01 0.49 0.01
Treynor Ratio 3.23 0.09 6.96 0.09 4.53 0.06

Related Tickers