BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX)

Basic Info 15.38 0.12(0.79%)
May 15

BlackRock LifePath Idx 2025 Prt InvA Shs started on 06/01/2011
BlackRock LifePath Idx 2025 Prt InvA Shs is classified as asset class Target Date 2021-2025
BlackRock LifePath Idx 2025 Prt InvA Shs expense ratio is 0.39%
BlackRock LifePath Idx 2025 Prt InvA Shs rating is
(32%)

BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) Dividend Info

BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) dividend growth in the last 12 months is -8.62%

The trailing 12-month yield of BlackRock LifePath Idx 2025 Prt InvA Shs is 2.05%. its dividend history:

DateDividend
12/22/2023 0.1183
09/29/2023 0.0723
06/30/2023 0.1031
03/31/2023 0.0548
12/23/2022 0.0762
09/30/2022 0.0902
07/14/2022 0.0051
06/30/2022 0.0951
03/31/2022 0.0406
12/31/2021 0.1804
09/30/2021 0.0608
06/30/2021 0.094
03/31/2021 0.0342
12/31/2020 0.14
09/30/2020 0.041
06/30/2020 0.079
03/31/2020 0.046
12/31/2019 0.171
09/27/2019 0.057
06/28/2019 0.111
03/28/2019 0.049
12/31/2018 0.112
09/28/2018 0.058
06/29/2018 0.089
03/29/2018 0.035
12/29/2017 0.111
09/29/2017 0.045
06/30/2017 0.0706
03/31/2017 0.031
12/30/2016 0.092
06/30/2016 0.066
03/31/2016 0.042
12/30/2015 0.125
09/30/2015 0.052
06/30/2015 0.061
03/31/2015 0.035
12/31/2014 0.138
09/30/2014 0.039
06/30/2014 0.106
03/31/2014 0.038
12/31/2013 0.139
09/30/2013 0.042
06/28/2013 0.069
03/28/2013 0.033
12/31/2012 0.105
09/28/2012 0.037
06/29/2012 0.013
03/30/2012 0.022

Dividend Growth History for BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3485 2.55% 13.44% -
2022 $0.3072 1.85% -16.84% 13.44%
2021 $0.3694 2.38% 20.72% -2.87%
2020 $0.306 2.14% -21.13% 4.43%
2019 $0.388 3.15% 31.97% -2.65%
2018 $0.294 2.20% 14.13% 3.46%
2017 $0.2576 2.16% 28.80% 5.17%
2016 $0.2 1.77% -26.74% 8.26%
2015 $0.273 2.33% -14.95% 3.10%
2014 $0.321 2.84% 13.43% 0.92%
2013 $0.283 2.71% 59.89% 2.10%
2012 $0.177 1.89% - 6.35%

Dividend Growth Chart for BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX)

BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) Historical Returns And Risk Info

From 06/01/2011 to 05/15/2024, the compound annualized total return (dividend reinvested) of BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) is 5.679%. Its cumulative total return (dividend reinvested) is 104.295%.

From 06/01/2011 to 05/15/2024, the Maximum Drawdown of BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) is 21.5%.

From 06/01/2011 to 05/15/2024, the Sharpe Ratio of BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) is 0.49.

From 06/01/2011 to 05/15/2024, the Annualized Standard Deviation of BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) is 9.6%.

From 06/01/2011 to 05/15/2024, the Beta of BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) is 0.35.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
06/01/2011		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return(%) 0.7 1.9 8.3 -0.0 4.8 5.1 5.7 12.1 -16.0 8.6 12.2 18.6 -5.1 13.3 7.0 -0.7 6.3 12.9 12.1 -5.3
Sharpe Ratio NA 0.24 0.59 -0.25 0.31 0.43 0.49 1.0 -1.39 1.28 0.74 2.86 -0.76 3.2 0.78 -0.08 1.03 1.79 1.49 -0.46
Draw Down(%) NA 3.5 8.0 21.5 21.5 21.5 21.5 8.0 20.9 3.2 20.1 2.8 11.0 1.3 6.4 8.8 4.6 5.9 6.9 13.7
Standard Deviation(%) NA 6.8 7.5 9.3 10.6 9.2 9.6 7.9 12.6 6.7 16.1 6.0 8.5 4.0 8.7 9.1 6.1 7.2 8.2 19.3
Treynor Ratio NA 0.02 0.05 -0.03 0.15 0.15 0.14 0.12 -0.19 0.1 0.46 6.14 -0.29 0.14 0.07 -0.01 0.08 0.15 0.15 -0.1
Alpha NA -0.01 -0.01 -0.01 0.01 0.01 0.01 -0.01 -0.01 0.0 0.03 0.06 -0.02 0.0 0.0 0.0 0.0 -0.01 0.01 -0.01
Beta NA 0.97 0.93 0.9 0.21 0.27 0.35 0.67 0.91 0.86 0.26 0.03 0.22 0.88 0.93 0.95 0.81 0.87 0.79 0.89
RSquare NA 0.95 0.81 0.9 0.18 0.26 0.34 0.58 0.97 0.88 0.17 0.03 0.29 0.81 0.96 0.99 0.95 0.93 0.81 0.95
Yield(%) N/A 0.0 2.1 2.0 2.5 2.6 N/A 2.5 1.9 2.3 2.2 3.2 2.2 2.1 1.8 2.3 2.9 2.7 1.8 0.0
Dividend Growth(%) N/A -100.0 -8.6 0.4 23.1 N/A N/A 6.2 -11.1 16.1 -20.5 30.0 20.0 25.0 -25.9 -18.2 17.9 64.7 N/A N/A

Return Calculator for BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX)

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BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) Historical Return Chart

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BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/01/2011 to 05/15/2024, the worst annualized return of 3-year rolling returns for BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) is 0.17%.
From 06/01/2011 to 05/15/2024, the worst annualized return of 5-year rolling returns for BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) is 2.94%.
From 06/01/2011 to 05/15/2024, the worst annualized return of 10-year rolling returns for BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) is 5.44%.
From 06/01/2011 to 05/15/2024, the worst annualized return of 20-year rolling returns for BlackRock LifePath Idx 2025 Prt InvA Shs (LILAX) is NA.

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