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BlackRock LifePath Smart Beta 2030 Ins (BLEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.56-0.00 (-0.03%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return6.35%
5-year average return5.50%
Number of years up5
Number of years down2
Best 1-yr total return (3 Feb 2019)20.07%
Worst 1-yr total return (3 Feb 2019)-6.70%
Best 3-yr total return20.07%
Worst 3-yr total return3.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBLEIXCategory
YTD-4.44%7.97%
1-month1.89%0.98%
3-month12.82%5.18%
1-year1.72%25.53%
3-year4.81%11.28%
5-year5.29%10.98%
10-year8.17%8.54%
Last bull market17.74%17.21%
Last bear market-15.16%-15.52%

Annual total return (%) history

Year
BLEIXCategory
2020
N/A12.99%
2019
20.07%20.07%
2018
-6.70%-6.25%
2017
17.43%16.57%
2016
7.35%7.33%
2015
-1.83%-1.79%
2014
4.22%5.04%
2013
17.56%16.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-15.30%12.82%N/AN/A
20199.74%2.79%1.36%5.02%
2018-0.94%0.19%2.84%-8.59%
20174.90%4.07%3.52%3.91%
20160.22%1.88%4.45%0.65%
20152.56%-0.19%-7.21%3.36%
20140.95%3.37%-1.45%1.34%
20134.89%0.19%5.23%6.30%

Rank in category (by total return)

YTD92
1-month69
3-month75
1-year85
3-year86
5-year78

Load adjusted returns

1-year1.72%
3-year4.81%
5-year5.29%
10-year8.17%