BlackRock LifePath Index 2055 Fund (LIVIX)
The fund allocates and reallocates its assets among a combination of equity and bond index funds and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy. It will invest, under normal circumstances, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath Index 2055 Fund Custom Benchmark.
Fund Info
US0669236400
066923640
May 30, 2011
$2,000,000
Large-Cap
Blend
Expense Ratio
LIVIX has an expense ratio of 0.10%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BlackRock LifePath Index 2055 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
BlackRock LifePath Index 2055 Fund had a return of 15.82% year-to-date (YTD) and 15.60% in the last 12 months. Over the past 10 years, BlackRock LifePath Index 2055 Fund had an annualized return of 8.83%, while the S&P 500 had an annualized return of 11.21%, indicating that BlackRock LifePath Index 2055 Fund did not perform as well as the benchmark.
LIVIX
15.82%
-2.81%
5.33%
15.60%
9.30%
8.83%
^GSPC (Benchmark)
26.58%
0.27%
10.12%
26.27%
13.29%
11.21%
Monthly Returns
The table below presents the monthly returns of LIVIX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.09% | 4.25% | 3.22% | -3.82% | 4.43% | 1.71% | 2.32% | 2.39% | 2.21% | -2.17% | 4.18% | 15.82% | |
| 2023 | 7.58% | -3.19% | 2.68% | 1.42% | -1.25% | 5.72% | 3.66% | -2.85% | -4.36% | -2.97% | 9.03% | 5.40% | 21.62% |
| 2022 | -4.54% | -2.83% | 1.91% | -7.81% | 0.21% | -8.21% | 7.03% | -4.23% | -9.58% | 6.13% | 8.15% | -4.40% | -18.49% |
| 2021 | -0.37% | 2.73% | 2.92% | 4.33% | 1.53% | 1.21% | 0.84% | 2.22% | -4.15% | 5.16% | -2.57% | 3.82% | 18.70% |
| 2020 | -1.24% | -7.54% | -14.63% | 10.26% | 4.82% | 3.04% | 4.94% | 5.81% | -2.79% | -2.27% | 12.02% | 4.81% | 14.99% |
| 2019 | 8.42% | 2.28% | 1.67% | 2.84% | -5.28% | 5.95% | 0.13% | -1.77% | 2.05% | 2.53% | 2.46% | 2.96% | 26.34% |
| 2018 | 4.52% | -4.57% | -0.79% | 0.60% | 1.12% | -0.13% | 2.63% | 1.22% | -0.11% | -6.87% | 2.05% | -7.03% | -7.83% |
| 2017 | 2.33% | 2.96% | 0.66% | 1.47% | 1.59% | 0.83% | 2.42% | 0.35% | 1.73% | 1.70% | 2.15% | 1.38% | 21.38% |
| 2016 | -5.26% | -0.69% | 7.70% | 0.90% | 0.65% | 0.44% | 3.95% | -0.15% | 0.53% | -2.47% | 1.03% | 1.85% | 8.22% |
| 2015 | -0.79% | 4.72% | -1.04% | 1.47% | 0.31% | -2.43% | 1.41% | -6.26% | -2.43% | 6.98% | -0.48% | -1.98% | -1.18% |
| 2014 | -3.15% | 4.71% | 0.40% | 0.98% | 2.19% | 1.68% | -1.49% | 2.79% | -3.25% | 2.25% | 1.34% | -1.50% | 6.83% |
| 2013 | 4.38% | 0.48% | 2.72% | 2.87% | -0.63% | -2.17% | 4.48% | -2.59% | 4.84% | 3.69% | 1.19% | 1.91% | 22.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 76, LIVIX is among the top 24% 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 2055 Fund (LIVIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
BlackRock LifePath Index 2055 Fund provided a 0.01% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.43 | $0.33 | $0.44 | $0.30 | $0.44 | $0.32 | $0.35 | $0.28 | $0.28 | $0.27 | $0.28 |
Dividend yield | 0.01% | 2.04% | 1.83% | 1.99% | 1.56% | 2.61% | 2.34% | 2.27% | 2.17% | 2.33% | 2.14% | 2.36% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock LifePath Index 2055 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.43 |
| 2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.10 | $0.33 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.23 | $0.44 |
| 2020 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.12 | $0.30 |
| 2019 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.19 | $0.44 |
| 2018 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.11 | $0.32 |
| 2017 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.17 | $0.35 |
| 2016 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.10 | $0.28 |
| 2015 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.28 |
| 2014 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.08 | $0.27 |
| 2013 | $0.04 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.12 | $0.28 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock LifePath Index 2055 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 2055 Fund was 34.44%, occurring on Mar 23, 2020. Recovery took 109 trading sessions.
The current BlackRock LifePath Index 2055 Fund drawdown is 4.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.44% | Feb 13, 2020 | 27 | Mar 23, 2020 | 109 | Aug 26, 2020 | 136 |
| -26.58% | Nov 9, 2021 | 233 | Oct 12, 2022 | 331 | Feb 7, 2024 | 564 |
| -21.59% | Jul 8, 2011 | 61 | Oct 3, 2011 | 115 | Mar 19, 2012 | 176 |
| -17.4% | May 18, 2015 | 187 | Feb 11, 2016 | 124 | Aug 9, 2016 | 311 |
| -17.3% | Jan 29, 2018 | 229 | Dec 24, 2018 | 75 | Apr 12, 2019 | 304 |
Volatility
Volatility Chart
The current BlackRock LifePath Index 2055 Fund volatility is 3.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.