Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2040 Investor A (LPREX)

14.85
-0.16
(-1.07%)
At close: 8:04:47 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.53%
5y Average Return 11.79%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (May 20, 2025) 25.29%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 25.29%
Worst 3Y Total Return 2.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LPREX
Category
YTD
0.14%
10.80%
1-Month
0.49%
1.06%
3-Month
-2.44%
6.14%
1-Year
10.76%
33.59%
3-Year
8.47%
12.99%
5-Year
11.26%
12.87%
10-Year
7.64%
9.72%
Last Bull Market
14.17%
19.05%
Last Bear Market
-13.54%
-17.54%

Annual Total Return (%) History

Year
LPREX
Category
2025
--
--
2024
13.63%
--
2023
18.90%
--
2022
-17.32%
--
2021
15.84%
--
2020
13.72%
14.56%
2019
25.29%
23.19%
2018
-7.70%
-7.74%

2017
21.17%
19.52%
2016
7.69%
7.95%
2015
-2.57%
-1.99%
2014
5.23%
5.25%
2013
16.70%
19.97%
2012
14.41%
14.64%
2011
-2.65%
-3.49%
2010
12.40%
14.37%
2009
69.72%
30.90%
2008
-51.22%
-37.94%
2007
1.77%
6.21%
2006
16.64%
14.67%
2005
8.01%
7.41%
2004
11.08%
11.71%
2003
27.65%
26.65%
2002
-18.58%
-16.99%
2001
--
-13.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.35% -- -- --
2024 6.81% 1.87% 6.55% -1.99%
2023 6.65% 4.89% -3.99% 10.71%
2022 -5.97% -13.54% -6.82% 9.15%
2021 4.50% 6.47% -1.30% 5.49%
2020 -21.49% 18.46% 6.95% 14.33%
2019 12.63% 3.14% 0.10% 7.75%
2018 -0.78% 1.66% 3.69% -11.75%
2017 5.40% 4.29% 4.42% 5.57%
2016 0.90% 1.81% 4.18% 0.63%

2015 2.35% -0.64% -7.82% 3.93%
2014 1.58% 4.04% -2.01% 1.62%
2013 4.85% -0.92% 5.99% 5.98%
2012 10.52% -3.61% 5.40% 1.89%
2011 4.36% 1.11% -14.62% 8.06%
2010 3.75% -10.83% 12.22% 8.26%
2009 17.67% 19.06% 16.19% 4.26%
2008 -7.38% -25.18% -11.05% -20.85%
2007 1.67% 3.55% 0.73% -4.03%
2006 5.71% -0.98% 4.30% 6.83%
2005 -1.12% 1.50% 4.72% 2.76%
2004 2.56% 0.19% -1.90% 10.20%
2003 -2.97% 14.83% 3.11% 11.12%
2002 0.73% -10.88% -15.75% 7.66%
2001 -15.09% 10.59% -- --

Rank in Category (By Total Return)

YTD 45
1-Month 32
3-Month 42
1-Year 20
3-Year 27
5-Year 17

Load Adjusted Returns

1-Year 4.94%
3-Year 6.54%
5-Year 10.07%
10-Year 7.06%

Performance & Risk

YTD Return 4.53%
5y Average Return 11.79%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family BlackRock
Net Assets 444.4M
YTD Return 0.14%
Yield 4.96%
Morningstar Rating
Inception Date May 30, 2008

Fund Summary

The fund manager 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 2040.

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