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BlackRock LifePath Smart Beta 2025 Ins (BLCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.95+0.00 (+0.02%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return5.64%
5-year average return5.27%
Number of years up5
Number of years down2
Best 1-yr total return (3 Feb 2019)18.68%
Worst 1-yr total return (3 Feb 2019)-5.70%
Best 3-yr total return18.68%
Worst 3-yr total return3.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBLCIXCategory
YTD-3.20%6.61%
1-month1.88%0.92%
3-month11.36%4.66%
1-year2.37%21.54%
3-year4.85%10.23%
5-year5.26%9.75%
10-year7.91%7.82%
Last bull market16.27%16.61%
Last bear market-13.21%-14.25%

Annual total return (%) history

Year
BLCIXCategory
2020
N/A11.84%
2019
18.68%18.25%
2018
-5.70%-5.34%
2017
15.78%14.67%
2016
6.98%6.73%
2015
-1.89%-1.59%
2014
5.04%5.07%
2013
15.49%15.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-13.08%11.36%N/AN/A
20198.99%2.97%1.58%4.11%
2018-0.90%0.18%2.63%-7.45%
20174.67%3.97%2.98%3.31%
20160.53%1.99%4.01%0.32%
20152.27%-0.37%-6.12%2.57%
20141.28%3.51%-1.31%1.52%
20134.38%-0.10%4.78%5.70%

Rank in category (by total return)

YTD94
1-month54
3-month74
1-year89
3-year85
5-year73

Load adjusted returns

1-year2.37%
3-year4.85%
5-year5.26%
10-year7.91%