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BlackRock LifePath Index Retirement Fund (LIRIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0669237077

CUSIP

066923707

Issuer

Blackrock

Inception Date

May 30, 2011

Min. Investment

$2,000,000

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

LIRIX has an expense ratio of 0.11%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

BlackRock LifePath Index Retirement Fund (LIRIX) returned 3.49% year-to-date (YTD) and 9.19% over the past 12 months. Over the past 10 years, LIRIX returned 4.80% annually, underperforming the S&P 500 benchmark at 10.84%.


LIRIX

YTD

3.49%

1M

1.57%

6M

1.71%

1Y

9.19%

3Y*

5.09%

5Y*

4.70%

10Y*

4.80%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of LIRIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.60%1.14%-1.20%0.29%1.64%3.49%
2024-0.15%0.91%1.72%-2.95%2.81%1.20%2.34%1.78%1.68%-2.34%2.30%-2.20%7.11%
20235.08%-2.73%2.40%0.79%-1.17%2.20%1.40%-1.61%-3.31%-2.19%6.23%4.41%11.50%
2022-3.31%-1.54%-0.73%-5.38%0.30%-4.46%4.63%-3.36%-6.60%1.79%5.28%-2.34%-15.31%
2021-0.35%0.35%0.45%2.24%0.69%1.01%1.02%0.81%-2.19%2.19%-0.87%1.40%6.87%
20200.69%-2.05%-6.31%5.50%2.29%1.65%2.91%2.08%-1.29%-1.11%5.69%2.11%12.16%
20193.98%1.17%1.61%1.38%-1.36%3.20%0.32%0.71%0.39%1.18%1.09%1.23%15.84%
20181.39%-2.25%-0.11%-0.16%0.99%-0.12%1.08%0.98%-0.41%-3.68%1.02%-2.17%-3.55%
20171.15%1.57%0.27%1.03%0.94%0.25%1.27%0.58%0.70%0.83%0.82%0.80%10.70%
2016-1.46%0.19%3.55%0.72%0.27%1.07%2.03%0.09%0.34%-1.38%-0.44%0.84%5.85%
20150.71%1.58%-0.17%0.52%0.00%-1.43%0.70%-2.71%-1.03%2.92%-0.09%-1.23%-0.36%
2014-0.36%2.18%-0.07%0.62%1.51%1.03%-1.05%1.85%-1.85%1.33%0.96%-0.50%5.73%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 83, LIRIX is among the top 17% 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.


The Risk-Adjusted Performance Rank of LIRIX is 8383
Overall Rank
The Sharpe Ratio Rank of LIRIX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of LIRIX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of LIRIX is 8080
Omega Ratio Rank
The Calmar Ratio Rank of LIRIX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of LIRIX is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for BlackRock LifePath Index Retirement Fund (LIRIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

BlackRock LifePath Index Retirement Fund Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 1.21
  • 5-Year: 0.59
  • 10-Year: 0.64
  • All Time: 0.73

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of BlackRock LifePath Index Retirement Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

BlackRock LifePath Index Retirement Fund provided a 2.92% dividend yield over the last twelve months, with an annual payout of $0.42 per share. The fund has been increasing its distributions for 2 consecutive years.


2.20%2.40%2.60%2.80%3.00%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.42$0.42$0.35$0.33$0.40$0.37$0.32$0.28$0.27$0.28$0.32$0.35

Dividend yield

2.92%3.02%2.62%2.69%2.68%2.61%2.43%2.44%2.22%2.47%2.92%3.09%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock LifePath Index Retirement Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.28$0.00$0.14$0.42
2023$0.00$0.00$0.06$0.00$0.00$0.10$0.00$0.00$0.08$0.00$0.00$0.11$0.35
2022$0.00$0.00$0.05$0.00$0.00$0.09$0.02$0.00$0.09$0.00$0.00$0.08$0.33
2021$0.00$0.00$0.04$0.00$0.00$0.08$0.00$0.00$0.07$0.00$0.00$0.20$0.40
2020$0.00$0.00$0.06$0.00$0.00$0.08$0.00$0.00$0.05$0.00$0.00$0.18$0.37
2019$0.00$0.00$0.06$0.00$0.00$0.09$0.00$0.00$0.07$0.00$0.00$0.10$0.32
2018$0.00$0.00$0.05$0.00$0.00$0.09$0.00$0.00$0.07$0.00$0.00$0.08$0.28
2017$0.00$0.00$0.04$0.00$0.00$0.07$0.00$0.00$0.05$0.00$0.00$0.11$0.27
2016$0.00$0.00$0.05$0.00$0.00$0.07$0.00$0.00$0.05$0.00$0.00$0.12$0.28
2015$0.00$0.00$0.04$0.00$0.00$0.07$0.00$0.00$0.05$0.00$0.00$0.15$0.32
2014$0.04$0.00$0.00$0.10$0.00$0.00$0.05$0.00$0.00$0.16$0.35

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. 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 was 20.48%, occurring on Oct 14, 2022. Recovery took 462 trading sessions.

The current BlackRock LifePath Index Retirement Fund drawdown is 0.07%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-20.48%Nov 10, 2021234Oct 14, 2022462Aug 19, 2024696
-15.48%Feb 20, 202020Mar 18, 202056Jun 8, 202076
-7.74%Jan 29, 2018229Dec 24, 201855Mar 15, 2019284
-7.26%Apr 27, 2015186Jan 20, 201695Jun 6, 2016281
-6.31%Jul 25, 201150Oct 3, 201168Jan 10, 2012118
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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