BlackRock LifePath ESG Index 2025 Fund (LEBIX)
Fund Info
Aug 17, 2020
$2,000,000
Large-Cap
Blend
Expense Ratio
LEBIX has an expense ratio of 0.10%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
LEBIX
N/A
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^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of LEBIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.19% | 0.97% | 1.83% | -2.93% | 2.73% | 1.23% | 2.43% | 1.83% | 1.71% | -0.71% | 0.00% | 0.00% | 9.12% |
| 2023 | 5.42% | -2.72% | 2.35% | 0.81% | -1.21% | 2.41% | 1.71% | -1.68% | -3.32% | -2.19% | 6.51% | 4.39% | 12.55% |
| 2022 | -3.85% | -1.82% | -0.35% | -5.67% | 0.39% | -5.06% | 5.21% | -3.77% | -6.95% | 2.67% | 5.75% | -2.69% | -15.81% |
| 2021 | -0.28% | 0.75% | 1.16% | 2.40% | 0.99% | 0.92% | 1.15% | 1.14% | -2.62% | 2.77% | -1.31% | 2.09% | 9.43% |
| 2020 | 0.90% | -1.74% | -1.31% | 7.16% | 2.55% | 7.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 90, LEBIX is among the top 10% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BlackRock LifePath ESG Index 2025 Fund (LEBIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
BlackRock LifePath ESG Index 2025 Fund provided a 3.71% dividend yield over the last twelve months, with an annual payout of $0.40 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.40 | $0.27 | $0.21 | $0.18 | $0.07 |
Dividend yield | 3.71% | 2.62% | 2.27% | 1.60% | 0.66% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock LifePath ESG Index 2025 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 |
| 2023 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.11 | $0.27 |
| 2022 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.21 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.08 | $0.18 |
| 2020 | $0.01 | $0.00 | $0.00 | $0.06 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock LifePath ESG Index 2025 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BlackRock LifePath ESG Index 2025 Fund was 21.36%, occurring on Oct 14, 2022. Recovery took 436 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.36% | Nov 10, 2021 | 234 | Oct 14, 2022 | 436 | Jul 12, 2024 | 670 |
| -4.21% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -3.04% | Sep 7, 2021 | 18 | Sep 30, 2021 | 24 | Nov 3, 2021 | 42 |
| -3.01% | Feb 16, 2021 | 13 | Mar 4, 2021 | 21 | Apr 5, 2021 | 34 |
| -2.46% | Jul 17, 2024 | 16 | Aug 7, 2024 | 6 | Aug 15, 2024 | 22 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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