BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX)
The BlackRock LifePath Index Retirement Fund (LIRAX) is a target date fund that aims to take a suitable level of risk for investors approaching retirement. It invests in a diversified mix of indexed building blocks and uses over 25 years of experience in target date funds to construct its portfolio. The Fund's portfolio comprises a global blend of broad and diversified asset classes and gradually reduces risk as the investor nears retirement. The goal is to provide low-cost and transparent access to the LifePath glide path and asset allocation through cost-effective and efficient implementation.
Fund Info
US0669236087
066923608
May 31, 2011
Large-Cap
Blend
Expense Ratio
LIRAX has an expense ratio of 0.44%, placing it in the medium range.
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
BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) returned 2.76% year-to-date (YTD) and 7.80% over the past 12 months. Over the past 10 years, LIRAX returned 4.04% annually, underperforming the S&P 500 benchmark at 10.77%.
LIRAX
2.76%
4.05%
1.77%
7.80%
4.67%
4.04%
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of LIRAX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.60% | 1.07% | -1.20% | 0.29% | 1.00% | 2.76% | |||||||
| 2024 | -0.23% | 0.91% | 1.73% | -3.03% | 2.82% | 1.21% | 2.34% | 1.72% | 1.62% | -2.26% | 2.23% | -2.29% | 6.73% |
| 2023 | 5.00% | -2.73% | 2.35% | 0.79% | -1.17% | 2.14% | 1.40% | -1.62% | -3.31% | -2.20% | 6.15% | 4.42% | 11.22% |
| 2022 | -3.32% | -1.54% | -0.78% | -5.39% | 0.23% | -4.47% | 4.47% | -3.36% | -6.67% | 1.88% | 5.20% | -2.34% | -15.62% |
| 2021 | -0.35% | 0.28% | 0.46% | 2.25% | 0.69% | 0.86% | 0.95% | 0.81% | -2.20% | 2.13% | -0.87% | 0.76% | 5.83% |
| 2020 | 0.61% | -2.06% | -6.38% | 5.51% | 2.29% | 1.55% | 2.91% | 2.01% | -1.28% | -1.11% | 5.62% | 1.46% | 11.05% |
| 2019 | 3.99% | 1.08% | 1.64% | 1.38% | -1.45% | 3.23% | 0.24% | 0.71% | 0.41% | 1.10% | 1.09% | 1.16% | 15.49% |
| 2018 | 1.39% | -2.34% | -0.09% | -0.25% | 1.00% | -0.18% | 1.16% | 0.90% | -0.41% | -3.69% | 0.94% | -2.22% | -3.86% |
| 2017 | 1.15% | 1.48% | 0.30% | 1.03% | 0.94% | 0.19% | 1.18% | 0.67% | 0.63% | 0.83% | 0.74% | 0.59% | 10.19% |
| 2016 | -1.55% | 0.19% | 3.60% | 0.63% | 0.27% | 1.01% | 2.03% | 0.09% | 0.29% | -1.38% | -0.44% | 0.29% | 5.01% |
| 2015 | 0.62% | 1.58% | -0.23% | 0.52% | 0.00% | -1.62% | 0.62% | -2.71% | -1.10% | 2.93% | -0.18% | -1.88% | -1.57% |
| 2014 | -0.45% | 2.18% | -0.12% | 0.63% | 1.51% | 0.66% | -0.96% | 1.76% | -1.89% | 1.33% | 0.96% | -1.43% | 4.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 84, LIRAX is among the top 16% 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 Index Retirement Fund Investor A Shares (LIRAX) 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 Index Retirement Fund Investor A Shares provided a 2.68% dividend yield over the last twelve months, with an annual payout of $0.38 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.38 | $0.38 | $0.31 | $0.30 | $0.36 | $0.34 | $0.29 | $0.25 | $0.24 | $0.25 | $0.29 | $0.33 |
Dividend yield | 2.68% | 2.75% | 2.37% | 2.42% | 2.42% | 2.38% | 2.22% | 2.18% | 1.99% | 2.23% | 2.67% | 2.87% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock LifePath Index Retirement Fund Investor A Shares. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.13 | $0.38 |
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.31 |
| 2022 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.08 | $0.02 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.30 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.19 | $0.36 |
| 2020 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.17 | $0.34 |
| 2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.29 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.25 |
| 2017 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.10 | $0.24 |
| 2016 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.11 | $0.25 |
| 2015 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.14 | $0.29 |
| 2014 | $0.04 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.16 | $0.33 |
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 Retirement Fund Investor A Shares. 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 Retirement Fund Investor A Shares was 21.24%, occurring on Oct 14, 2022. Recovery took 480 trading sessions.
The current BlackRock LifePath Index Retirement Fund Investor A Shares drawdown is 0.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.24% | Nov 10, 2021 | 234 | Oct 14, 2022 | 480 | Sep 13, 2024 | 714 |
| -15.51% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -8.35% | Apr 27, 2015 | 202 | Feb 11, 2016 | 103 | Jul 11, 2016 | 305 |
| -7.92% | Jan 29, 2018 | 229 | Dec 24, 2018 | 58 | Mar 20, 2019 | 287 |
| -6.37% | Jul 25, 2011 | 50 | Oct 3, 2011 | 69 | Jan 11, 2012 | 119 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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