C000120987 Performance — BlackRock LifePath Smart Beta 2050 Fund, Institutional Class
Data updated: 2020-06-24
In the 12 months to Apr 2020 the fund took in a net $10.3M, and assets reached $11.58M.
C000120987 Growth of $100
What $100 invested in BlackRock LifePath Smart Beta 2050 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000120987 | Category average |
|---|---|---|
| Since data start (Aug 2019 – Apr 2020) | $92 | $97 |
C000120987 Annual Returns
Calendar-year total returns of BlackRock LifePath Smart Beta 2050 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2020 (Jan–Apr) | −14.67% |
| 2019 (Aug–Dec) | +7.74% |
C000120987 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | −1.4% | −7.7% | −14.2% | +9.3% | — | — | — | — | — | — | — | — |
| 2019 | — | — | — | — | — | — | — | −2.1% | +2.5% | +2.2% | +2.0% | +2.9% |
C000120987 Risk
Risk measures from monthly returns over Aug 2019 – Apr 2020.
- Best month: +9.33% (Apr 2020)
- Worst month: −14.24% (Mar 2020)
C000120987 Fund Flows
Monthly money in and out of BlackRock LifePath Smart Beta 2050 Fund, from SEC Form N-PORT.
- 12-month net flow: $10.3M
- 12-month gross sales (incl. reinvestments): $5.5M
- Sales ÷ redemptions: -1.14×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Apr 2020 | $354K | −$118K | $472K |
| Mar 2020 | $443K | −$565K | $1.0M |
| Feb 2020 | $379K | −$431K | $810K |
| Jan 2020 | $2.1M | −$392K | $2.5M |
| Dec 2019 | $658K | −$636K | $1.3M |
| Nov 2019 | $413K | −$924K | $1.3M |
| Oct 2019 | $397K | −$637K | $1.0M |
| Sep 2019 | $380K | −$495K | $874K |
| Aug 2019 | $410K | −$612K | $1.0M |
C000120987 Assets Under Management
Net assets of BlackRock LifePath Smart Beta 2050 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2020-04-30 | $11.58M |
| 2020-01-31 | $13.27M |
| 2019-10-31 | $13.27M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.