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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BlackRock LifePath Index Retirement Fund Investor A Shares, 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 Retirement Fund Investor A Shares (LIRAX) has returned -1.01% so far this year and 9.38% over the past 12 months. Over the last ten years, LIRAX has returned 5.16% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
BlackRock LifePath Index Retirement Fund Investor A Shares
- 1D
- 0.27%
- 1M
- -4.03%
- YTD
- -1.01%
- 6M
- 0.65%
- 1Y
- 9.38%
- 3Y*
- 7.71%
- 5Y*
- 3.20%
- 10Y*
- 5.16%
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, LIRAX's average daily return is +0.02%, while the average monthly return is +0.42%. At this rate, your investment would double in approximately 13.8 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2023 with a return of +6.2%, while the worst month was Sep 2022 at -6.7%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.
On a daily basis, LIRAX closed higher 50% of trading days. The best single day was Nov 10, 2022 with a return of +3.5%, while the worst single day was Mar 12, 2020 at -4.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.48% | 1.65% | -4.03% | -1.01% | |||||||||
| 2025 | 1.60% | 1.07% | -1.20% | 0.29% | 1.64% | 2.53% | 0.35% | 1.78% | 1.81% | 1.05% | 0.46% | 0.15% | 12.09% |
| 2024 | -0.23% | 0.91% | 1.73% | -3.03% | 2.82% | 1.20% | 2.34% | 1.72% | 1.62% | -2.27% | 2.23% | -3.10% | 5.84% |
| 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% | 4.64% | -3.36% | -6.68% | 1.88% | 5.20% | -2.34% | -15.49% |
| 2021 | -0.35% | 0.28% | 0.45% | 2.25% | 0.69% | 0.86% | 0.95% | 0.81% | -2.20% | 2.13% | -0.87% | 1.33% | 6.42% |
Benchmark Metrics
BlackRock LifePath Index Retirement Fund Investor A Shares has an annualized alpha of 0.76%, beta of 0.36, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since June 01, 2011.
- This fund participated in 49.03% of S&P 500 Index downside but only 39.84% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.36 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
- 0.76%
- Beta
- 0.36
- R²
- 0.78
- Upside Capture
- 39.84%
- Downside Capture
- 49.03%
Expense Ratio
LIRAX has an expense ratio of 0.44%, placing it in the medium range.
Return for Risk
Risk / Return Rank
LIRAX ranks 76 for risk / return — better than 76% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) and compare them to a chosen benchmark (S&P 500 Index).
| LIRAX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.90 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.39 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.40 | +0.38 |
Martin ratioReturn relative to average drawdown | 8.12 | 6.61 | +1.52 |
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 LIRAX 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 Retirement Fund Investor A Shares provided a 3.57% dividend yield over the last twelve months, with an annual payout of $0.53 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.53 | $0.53 | $0.25 | $0.31 | $0.30 | $0.36 | $0.24 | $0.29 | $0.25 | $0.24 | $0.25 | $0.29 |
Dividend yield | 3.57% | 3.53% | 1.82% | 2.37% | 2.42% | 2.42% | 1.70% | 2.22% | 2.18% | 1.99% | 2.23% | 2.67% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.53 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 |
| 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 |
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 20.67%, occurring on Oct 14, 2022. Recovery took 464 trading sessions.
The current BlackRock LifePath Index Retirement Fund Investor A Shares drawdown is 4.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.67% | Nov 10, 2021 | 235 | Oct 14, 2022 | 464 | Aug 21, 2024 | 699 |
| -15.51% | Feb 20, 2020 | 20 | Mar 18, 2020 | 56 | Jun 8, 2020 | 76 |
| -7.92% | Jan 29, 2018 | 229 | Dec 24, 2018 | 58 | Mar 20, 2019 | 287 |
| -7.44% | Apr 27, 2015 | 202 | Feb 11, 2016 | 81 | Jun 8, 2016 | 283 |
| -6.99% | Jul 25, 2011 | 50 | Oct 3, 2011 | 78 | Jan 25, 2012 | 128 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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