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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BlackRock LifePath Index 2050 Fund Class K, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
BlackRock LifePath Index 2050 Fund Class K (LIPKX) has returned -3.99% so far this year and 17.00% over the past 12 months. Over the last ten years, LIPKX has returned 10.25% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
BlackRock LifePath Index 2050 Fund Class K
- 1D
- -0.19%
- 1M
- -8.55%
- YTD
- -3.99%
- 6M
- -1.25%
- 1Y
- 17.00%
- 3Y*
- 14.09%
- 5Y*
- 7.89%
- 10Y*
- 10.25%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 31, 2011, LIPKX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.
Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +12.0%, while the worst month was Mar 2020 at -14.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.
On a daily basis, LIPKX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.1%, while the worst single day was Mar 16, 2020 at -11.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.00% | 1.92% | -8.55% | -3.99% | |||||||||
| 2025 | 3.01% | -0.33% | -3.52% | 0.43% | 5.28% | 4.44% | 0.91% | 2.93% | 3.30% | 1.76% | 0.40% | 0.68% | 20.71% |
| 2024 | -0.10% | 4.04% | 3.18% | -3.85% | 4.38% | 1.73% | 2.35% | 2.34% | 2.24% | -2.24% | 4.11% | -5.41% | 12.88% |
| 2023 | 7.55% | -3.16% | 2.66% | 1.41% | -1.23% | 5.61% | 3.55% | -2.79% | -4.40% | -3.01% | 9.08% | 5.40% | 21.38% |
| 2022 | -4.52% | -2.80% | 1.87% | -7.77% | 0.21% | -8.15% | 7.14% | -4.23% | -9.57% | 6.10% | 8.06% | -4.35% | -18.34% |
| 2021 | -0.37% | 2.74% | 2.90% | 4.33% | 1.46% | 1.24% | 0.86% | 2.18% | -4.10% | 5.14% | -2.54% | 3.87% | 18.74% |
Benchmark Metrics
BlackRock LifePath Index 2050 Fund Class K has an annualized alpha of -0.87%, beta of 0.90, and R² of 0.94 versus S&P 500 Index. Calculated based on daily prices since June 01, 2011.
- This fund participated in 96.13% of S&P 500 Index downside but only 88.08% of its upside — more exposed to losses than it benefited from rallies.
- With beta of 0.90 and R² of 0.94, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.87%
- Beta
- 0.90
- R²
- 0.94
- Upside Capture
- 88.08%
- Downside Capture
- 96.13%
Expense Ratio
LIPKX has an expense ratio of 0.09%, which is considered low.
Return for Risk
Risk / Return Rank
LIPKX ranks 59 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BlackRock LifePath Index 2050 Fund Class K (LIPKX) and compare them to a chosen benchmark (S&P 500 Index).
| LIPKX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.90 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.39 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.40 | -0.07 |
Martin ratioReturn relative to average drawdown | 6.32 | 6.61 | -0.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore LIPKX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
BlackRock LifePath Index 2050 Fund Class K provided a 2.94% dividend yield over the last twelve months, with an annual payout of $0.77 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.77 | $0.77 | $0.00 | $0.44 | $0.36 | $0.48 | $0.21 | $0.55 | $0.33 | $0.35 | $0.20 | $0.38 |
Dividend yield | 2.94% | 2.82% | 0.01% | 2.14% | 2.08% | 2.20% | 1.11% | 3.33% | 2.42% | 2.36% | 1.60% | 3.17% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock LifePath Index 2050 Fund Class K. 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 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.77 |
| 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 | $0.05 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.18 | $0.44 |
| 2022 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.15 | $0.03 | $0.00 | $0.05 | $0.00 | $0.00 | $0.10 | $0.36 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.26 | $0.48 |
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 2050 Fund Class K. 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 2050 Fund Class K was 34.29%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.
The current BlackRock LifePath Index 2050 Fund Class K drawdown is 9.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.29% | Feb 13, 2020 | 27 | Mar 23, 2020 | 111 | Aug 28, 2020 | 138 |
| -26.35% | Nov 9, 2021 | 234 | Oct 12, 2022 | 331 | Feb 7, 2024 | 565 |
| -21.16% | Jul 8, 2011 | 61 | Oct 3, 2011 | 235 | Sep 7, 2012 | 296 |
| -17.22% | Jan 29, 2018 | 229 | Dec 24, 2018 | 75 | Apr 12, 2019 | 304 |
| -17.06% | Dec 9, 2024 | 82 | Apr 8, 2025 | 43 | Jun 10, 2025 | 125 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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