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BlackRock LifePath Index 2060 K (LIZKX)

22.42
-0.29
(-1.28%)
At close: 8:01:54 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.29%
5y Average Return 13.63%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 20, 2025) 26.92%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 26.92%
Worst 3Y Total Return 3.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LIZKX
Category
YTD
-0.65%
6.10%
1-Month
0.56%
0.90%
3-Month
-3.69%
6.10%
1-Year
11.75%
14.41%
3-Year
9.61%
4.94%
5-Year
12.79%
9.53%
10-Year
0.00%
0.00%
Last Bull Market
16.05%
5.12%
Last Bear Market
-15.17%
0.00%

Annual Total Return (%) History

Year
LIZKX
Category
2025
--
--
2024
16.29%
--
2023
21.66%
--
2022
-18.32%
--
2021
18.80%
--
2020
15.06%
15.52%
2019
26.92%
25.15%
2018
-7.84%
-8.52%

2017
21.51%
21.27%
2016
--
7.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.21% -- -- --
2024 7.51% 2.21% 7.12% -1.20%
2023 6.92% 5.91% -3.64% 11.49%
2022 -5.49% -15.17% -7.23% 9.82%
2021 5.34% 7.22% -1.20% 6.46%
2020 -22.07% 19.21% 7.89% 14.80%
2019 12.82% 3.19% 0.45% 8.52%
2018 -1.06% 1.58% 3.82% -11.68%
2017 6.11% 3.88% 4.57% 5.42%
2016 1.90% 4.44% 0.48% --

Rank in Category (By Total Return)

YTD 59
1-Month 29
3-Month 52
1-Year 4
3-Year 19
5-Year 8

Load Adjusted Returns

1-Year 11.75%
3-Year 9.61%
5-Year 12.79%
10-Year --

Performance & Risk

YTD Return 5.29%
5y Average Return 13.63%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family BlackRock
Net Assets 3.8B
YTD Return -0.65%
Yield 2.05%
Morningstar Rating
Inception Date Feb 29, 2016

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 2060 Fund Custom Benchmark.

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