Australia markets closed

BlackRock LifePath Index 2040 Fund (LIKAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.92-0.02 (-0.10%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.29%
5-year average return8.07%
Number of years up9
Number of years down3
Best 1-yr total return (30 June 2024)24.62%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return24.62%
Worst 3-yr total return2.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLIKAXCategory
YTD5.76%10.80%
1-month3.92%1.06%
3-month2.83%6.14%
1-year17.64%33.59%
3-year2.71%12.99%
5-year9.03%12.87%
10-year7.34%9.72%
Last bull market20.39%19.05%
Last bear market-13.78%-17.54%

Annual total return (%) history

Year
LIKAXCategory
2024
N/AN/A
2023
18.20%N/A
2022
-17.90%N/A
2021
15.67%N/A
2020
13.78%14.56%
2019
24.62%23.19%
2018
-7.30%-7.74%
2017
19.56%19.52%
2016
7.81%7.95%
2015
-0.94%-1.99%
2014
6.62%5.25%
2013
18.38%19.97%
2012
14.63%14.64%
2011
N/A-3.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.65%N/AN/AN/A
20236.33%4.53%-3.89%10.65%
2022-5.47%-13.78%-7.03%8.35%
20214.17%6.39%-1.06%5.49%
2020-19.60%17.11%7.01%12.94%
201911.64%3.21%0.50%7.61%
2018-1.06%1.38%3.40%-10.61%
20175.61%3.56%4.26%4.85%
20161.35%1.90%4.11%0.27%
20152.72%-0.82%-6.97%4.52%
20141.77%4.43%-1.71%2.06%
20136.48%-0.54%5.71%5.74%
201210.58%-3.55%5.21%2.16%
2011-14.45%8.47%N/AN/A

Rank in category (by total return)

YTD84
1-month48
3-month77
1-year82
3-year68
5-year73

Load adjusted returns

1-year17.64%
3-year2.71%
5-year9.03%
10-year7.34%