- CUSIP
- 066923798
- Issuer
- BlackRock
- Category
- Target Retirement Date
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
Share Price Chart
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Performance
LINKX Performance Chart
BlackRock LifePath Index 2030 Fund (LINKX) is up 5.8% since the beginning of the year. LINKX is currently trading at $20 per share. Investors who bought $1,000 worth of LINKX shares 5 years ago would now be looking at an investment worth $1,259.
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Returns By Period
BlackRock LifePath Index 2030 Fund (LINKX) has returned 5.75% so far this year and 12.62% over the past 12 months. Over the last ten years, LINKX has returned 7.46% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
BlackRock LifePath Index 2030 Fund
- 1D
- 1.07%
- 1M
- -0.47%
- 6M
- 3.94%
- YTD
- 5.75%
- 1Y
- 12.62%
- 3Y*
- 9.86%
- 5Y*
- 4.71%
- 10Y*
- 7.46%
- ALL TIME*
- 7.05%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
LINKX Monthly Returns History
Based on dividend-adjusted daily data since May 31, 2011, LINKX's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, an investment would double in approximately 9.5 years.
Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +8.2%, while the worst month was Mar 2020 at -10.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.
On a daily basis, LINKX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +5.7%, while the worst single day was Mar 16, 2020 at -7.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.75% | 1.77% | -3.58% | 4.51% | 2.18% | -0.05% | -0.77% | 5.75% | |||||
| 2025 | 1.93% | 0.92% | -1.82% | 0.35% | 2.54% | 2.99% | 0.40% | 2.07% | 2.14% | 1.20% | 0.47% | 0.25% | 14.19% |
| 2024 | -0.12% | 1.75% | 2.14% | -3.30% | 3.29% | 1.40% | 2.37% | 1.91% | 1.87% | -2.34% | 2.80% | -5.22% | 6.31% |
| 2023 | 5.98% | -2.95% | 2.58% | 0.99% | -1.24% | 3.28% | 2.07% | -2.03% | -3.76% | -2.57% | 7.22% | 4.87% | 14.58% |
| 2022 | -3.68% | -1.94% | 0.17% | -6.18% | 0.26% | -5.89% | 5.61% | -3.69% | -7.85% | 3.24% | 6.34% | -3.01% | -16.42% |
| 2021 | -0.31% | 1.23% | 1.47% | 3.01% | 1.05% | 0.97% | 0.98% | 1.31% | -2.87% | 3.26% | -1.46% | 2.25% | 11.27% |
Benchmark Metrics
BlackRock LifePath Index 2030 Fund has an annualized alpha of -0.29%, beta of 0.60, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since May 31, 2011.
- This fund participated in 72.44% of S&P 500 Index downside but only 60.02% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.60 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- -0.29%
- Beta
- 0.60
- R²
- 0.89
- Upside Capture
- 60.02%
- Downside Capture
- 72.44%
Expense Ratio
LINKX has an expense ratio of 0.09%, which is considered low.
Return for Risk
Risk / Return Rank
LINKX ranks 67 for risk / return — above 67% of mutual funds peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for BlackRock LifePath Index 2030 Fund (LINKX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LINKX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | 2.00 | +0.28 |
| Martin ratioReturn relative to average drawdown | 9.55 | 8.49 | +1.05 |
Dividends
Dividend History
BlackRock LifePath Index 2030 Fund provided a 3.36% dividend yield over the last twelve months, with an annual payout of $0.67 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.67 | $0.63 | $0.00 | $0.41 | $0.37 | $0.45 | $0.21 | $0.48 | $0.31 | $0.32 | $0.29 | $0.35 |
Dividend yield | 3.36% | 3.32% | 0.02% | 2.53% | 2.58% | 2.52% | 1.27% | 3.26% | 2.44% | 2.33% | 2.41% | 3.08% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock LifePath Index 2030 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.63 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.14 | $0.41 |
| 2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.12 | $0.02 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.37 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.22 | $0.45 |
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 Index 2030 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 Index 2030 Fund was 24.19%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current BlackRock LifePath Index 2030 Fund drawdown is 1.16%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-24.19%Mar 2020 | 1mo 2d | 4mo 22d | 5mo 24dFeb 2020 - Aug 2020 | COVID crash2020 |
-22.68%Oct 2022 | 11mo 9d | 1y 8mo | 2y 7moNov 2021 - Jun 2024 | Bear market2022 |
-15.48%Oct 2011 | 2mo 27d | 5mo 12d | 8mo 9dJul 2011 - Mar 2012 | — |
-12.63%Feb 2016 | 8mo 25d | 5mo 2d | 1y 1moMay 2015 - Jul 2016 | — |
-12.50%Dec 2018 | 10mo 29d | 3mo 8d | 1y 2moJan 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| LINKX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.19% | -56.78% | +32.59% |
Max Drawdown (1Y)Largest decline over 1 year | -5.31% | -9.10% | +3.79% |
Max Drawdown (3Y)Largest decline over 3 years | -10.76% | -18.90% | +8.14% |
Max Drawdown (5Y)Largest decline over 5 years | -22.68% | -25.43% | +2.75% |
Max Drawdown (10Y)Largest decline over 10 years | -24.19% | -33.92% | +9.73% |
Current DrawdownCurrent decline from peak | -1.16% | -1.58% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -3.63% | -10.70% | +7.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 2.14% | -0.87% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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