- ISIN
- US0669231609
- Issuer
- BlackRock
- Inception Date
- Oct 29, 2019
- Category
- Target Retirement Date
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
LIWPX Performance Chart
BlackRock LifePath Index 2065 Fund (LIWPX) is up 12.5% since the beginning of the year. LIWPX is currently trading at $20 per share. Investors who bought $1,000 worth of LIWPX shares 5 years ago would now be looking at an investment worth $1,627.
Loading charts...
Returns By Period
BlackRock LifePath Index 2065 Fund (LIWPX) has returned 12.54% so far this year and 29.53% over the past 12 months.
BlackRock LifePath Index 2065 Fund
- 1D
- 0.25%
- 1M
- 4.52%
- YTD
- 12.54%
- 6M
- 13.84%
- 1Y
- 29.53%
- 3Y*
- 19.81%
- 5Y*
- 10.22%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
LIWPX Monthly Returns History
Based on dividend-adjusted daily data since Oct 30, 2019, LIWPX's average daily return is +0.06%, while the average monthly return is +1.10%. At this rate, an investment would double in approximately 5.3 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 -14.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.
On a daily basis, LIWPX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +8.6%, while the worst single day was Mar 16, 2020 at -11.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.15% | 1.77% | -6.11% | 9.02% | 4.47% | 0.25% | 12.54% | ||||||
| 2025 | 3.10% | -0.58% | -3.67% | 0.47% | 5.59% | 4.60% | 0.91% | 3.04% | 3.36% | 1.91% | 0.28% | 0.82% | 21.32% |
| 2024 | -0.08% | 4.22% | 3.18% | -3.86% | 4.45% | 1.68% | 2.34% | 2.35% | 2.23% | -2.25% | 4.20% | -4.60% | 14.17% |
| 2023 | 7.53% | -3.17% | 2.58% | 1.43% | -1.24% | 5.71% | 3.60% | -2.86% | -4.37% | -3.08% | 9.02% | 5.40% | 21.22% |
| 2022 | -4.54% | -2.87% | 1.88% | -7.86% | 0.25% | -8.25% | 7.16% | -4.23% | -9.63% | 6.17% | 8.12% | -4.40% | -18.52% |
| 2021 | -0.34% | 2.70% | 2.87% | 4.31% | 1.45% | 1.22% | 0.82% | 2.23% | -4.18% | 5.16% | -2.60% | 3.87% | 18.51% |
Benchmark Metrics
BlackRock LifePath Index 2065 Fund has an annualized alpha of -0.34%, beta of 0.89, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since October 31, 2019.
- This fund participated in 96.83% of S&P 500 Index downside but only 90.28% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.89 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
- -0.34%
- Beta
- 0.89
- R²
- 0.94
- Upside Capture
- 90.28%
- Downside Capture
- 96.83%
Expense Ratio
LIWPX has an expense ratio of 0.35%, placing it in the medium range.
Return for Risk
Risk / Return Rank
LIWPX ranks 67 for risk / return — better than 67% 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 2065 Fund (LIWPX) and compare them to S&P 500 Index.
| LIWPX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.41 | 2.39 | +0.03 |
Sortino ratioReturn per unit of downside risk | 3.34 | 3.25 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.43 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 3.19 | 3.11 | +0.07 |
Martin ratioReturn relative to average drawdown | 14.16 | 14.38 | -0.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
BlackRock LifePath Index 2065 Fund provided a 1.39% dividend yield over the last twelve months, with an annual payout of $0.28 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.28 | $0.28 | $0.00 | $0.23 | $0.17 | $0.22 | $0.13 | $0.09 |
Dividend yield | 1.39% | 1.57% | 0.00% | 1.76% | 1.50% | 1.58% | 1.13% | 0.83% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock LifePath Index 2065 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $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 | $0.28 | $0.28 |
| 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 | $0.02 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.11 | $0.23 |
| 2022 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.17 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.12 | $0.22 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock LifePath Index 2065 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 2065 Fund was 33.12%, occurring on Mar 23, 2020. Recovery took 109 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -33.12%Mar 2020 | 1mo 9d | 5mo 6d | 6mo 15dFeb 2020 - Aug 2020 |
Bear market2022 | -26.57%Oct 2022 | 11mo 7d | 1y 3mo | 2y 3moNov 2021 - Feb 2024 |
2025 selloff2025 | -16.97%Apr 2025 | 4mo | 1mo 27d | 5mo 27dDec 2024 - Jun 2025 |
2026 pullback2026 | -9.57%Mar 2026 | 1mo 2d | 16d | 1mo 18dFeb 2026 - Apr 2026 |
2024 pullback2024 | -7.90%Aug 2024 | 19d | 18d | 1mo 7dJul 2024 - Aug 2024 |
Drawdown Indicators
| LIWPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.12% | -56.78% | +23.66% |
Max Drawdown (1Y)Largest decline over 1 year | -9.57% | -9.10% | -0.47% |
Max Drawdown (3Y)Largest decline over 3 years | -16.97% | -18.90% | +1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -26.57% | -25.43% | -1.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -10.72% | +4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 1.97% | +0.18% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with LIWPX
Add BlackRock LifePath Index 2065 Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with LIWPX