BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX)

Basic Info 22.56 0.03(0.13%)
May 08

BlackRock LifePath Idx 2055 Prt Inst Shs started on 06/08/2011
BlackRock LifePath Idx 2055 Prt Inst Shs is classified as asset class Target Date 2051+
BlackRock LifePath Idx 2055 Prt Inst Shs expense ratio is 0.39%
BlackRock LifePath Idx 2055 Prt Inst Shs rating is
(67%)

BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) Dividend Info

BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) dividend growth in the last 12 months is 6.00%

The trailing 12-month yield of BlackRock LifePath Idx 2055 Prt Inst Shs is 2.00%. its dividend history:

DateDividend
12/22/2023 0.1826
09/29/2023 0.0451
06/30/2023 0.1573
03/31/2023 0.0472
12/23/2022 0.0957
09/30/2022 0.0469
07/14/2022 0.0243
06/30/2022 0.1491
03/31/2022 0.0337
12/31/2021 0.2382
09/30/2021 0.044
06/30/2021 0.1382
03/31/2021 0.0323
12/31/2020 0.123
09/30/2020 0.037
06/30/2020 0.107
03/31/2020 0.038
12/31/2019 0.249
09/27/2019 0.049
06/28/2019 0.146
03/28/2019 0.055
12/31/2018 0.1099
09/28/2018 0.0624
06/29/2018 0.12
03/29/2018 0.03
12/29/2017 0.17
09/29/2017 0.05
06/30/2017 0.0973
03/31/2017 0.03
12/30/2016 0.111
06/30/2016 0.104
03/31/2016 0.052
12/30/2015 0.157
09/30/2015 0.074
06/30/2015 0.074
03/31/2015 0.044
12/31/2014 0.129
09/30/2014 0.041
06/30/2014 0.125
03/31/2014 0.049
12/31/2013 0.118
09/30/2013 0.058
06/28/2013 0.071
03/28/2013 0.037
12/31/2012 0.083
09/28/2012 0.042
06/29/2012 0.06
03/30/2012 0.034

Dividend Growth History for BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.4322 2.43% 23.59% -
2022 $0.3497 1.56% -22.75% 23.59%
2021 $0.4527 2.39% 48.43% -2.29%
2020 $0.305 1.79% -38.88% 12.32%
2019 $0.499 3.63% 54.82% -3.53%
2018 $0.3223 2.09% -7.20% 6.04%
2017 $0.3473 2.68% 30.07% 3.71%
2016 $0.267 2.23% -23.50% 7.12%
2015 $0.349 2.77% 1.45% 2.71%
2014 $0.344 2.89% 21.13% 2.57%
2013 $0.284 2.77% 29.68% 4.29%
2012 $0.219 2.49% - 6.38%

Dividend Growth Chart for BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX)


BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) Historical Returns And Risk Info

From 06/08/2011 to 05/08/2024, the compound annualized total return (dividend reinvested) of BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) is 9.23%. Its cumulative total return (dividend reinvested) is 212.148%.

From 06/08/2011 to 05/08/2024, the Maximum Drawdown of BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) is 34.4%.

From 06/08/2011 to 05/08/2024, the Sharpe Ratio of BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) is 0.51.

From 06/08/2011 to 05/08/2024, the Annualized Standard Deviation of BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) is 16.4%.

From 06/08/2011 to 05/08/2024, the Beta of BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) is 0.77.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
06/08/2011
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return(%) 3.2 6.5 19.6 4.4 10.0 8.7 9.2 21.6 -18.4 18.8 15.0 26.8 -7.8 20.4 9.0 -0.7 7.8 22.5 16.8 -7.9
Sharpe Ratio NA 1.21 1.41 0.11 0.4 0.47 0.51 1.37 -0.89 1.5 0.49 2.31 -0.65 3.11 0.63 -0.05 0.78 2.04 1.25 -0.43
Draw Down(%) NA 5.2 11.3 26.4 34.4 34.4 34.4 11.3 26.3 5.4 34.4 6.2 17.3 1.8 11.0 12.7 7.8 7.5 11.9 22.0
Standard Deviation(%) NA 11.3 11.7 16.2 19.1 16.0 16.4 12.8 22.2 12.5 29.9 11.0 14.1 6.4 14.0 14.4 10.0 11.0 13.5 31.7
Treynor Ratio NA 0.15 0.18 0.02 0.12 0.11 0.11 0.2 -0.22 0.21 0.33 0.37 -0.12 0.24 0.09 -0.01 0.09 0.24 0.18 -0.13
Alpha NA -0.02 -0.02 -0.01 0.0 0.0 0.0 -0.01 -0.01 -0.02 0.03 0.02 -0.02 0.01 -0.01 -0.01 -0.01 -0.02 0.01 -0.05
Beta NA 0.91 0.93 0.89 0.65 0.71 0.77 0.88 0.9 0.91 0.45 0.68 0.8 0.82 1.02 0.9 0.85 0.95 0.94 1.05
RSquare NA 0.91 0.87 0.92 0.53 0.63 0.68 0.82 0.95 0.92 0.27 0.61 0.93 0.75 0.91 0.95 0.94 0.91 0.79 0.94
Yield(%) N/A 0.0 2.0 1.9 2.5 2.9 N/A 2.5 1.6 2.4 1.8 3.7 2.1 2.7 2.2 2.7 2.9 2.8 2.4 0.0
Dividend Growth(%) N/A -100.0 6.0 6.5 21.3 N/A N/A 25.7 -22.2 45.2 -39.2 59.4 -8.6 34.6 -23.5 0.0 17.2 38.1 N/A N/A

Return Calculator for BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX)

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BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) Historical Return Chart

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BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) 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 06/08/2011 to 05/08/2024, the worst annualized return of 3-year rolling returns for BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) is 3.44%.
From 06/08/2011 to 05/08/2024, the worst annualized return of 5-year rolling returns for BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) is 4%.
From 06/08/2011 to 05/08/2024, the worst annualized return of 10-year rolling returns for BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) is 8.88%.
From 06/08/2011 to 05/08/2024, the worst annualized return of 20-year rolling returns for BlackRock LifePath Idx 2055 Prt Inst Shs (LIVIX) is NA.

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