C000166218 Performance — BlackRock LifePath Index 2060 Fund, Institutional Class
Data updated: 2026-08-25
C000166218 returned +12.18% year to date and +24.38% over one year to Jun 2026. Annualised returns are +19.42% over 3 years and +10.60% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $170, against $150 for the category, and to $124 over one year, against $118. Volatility over the past three years was 12.32% a year. In the 12 months to Jun 2026 the fund took in a net $384.9M, and assets reached $5.66B.
C000166218 Growth of $100
What $100 invested in BlackRock LifePath Index 2060 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000166218 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $124 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $170 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $166 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $234 | $187 |
C000166218 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +12.18% |
| 1 year | +24.38% |
| 3 years (annualised) | +19.42% |
| 5 years (annualised) | +10.60% |
C000166218 Annual Returns
Calendar-year total returns of BlackRock LifePath Index 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +12.18% |
| 2025 | +21.66% |
| 2024 | +16.23% |
| 2023 | +21.62% |
| 2022 | −18.41% |
| 2021 | +18.83% |
| 2020 | +15.03% |
| 2019 (Jul–Dec) | +8.91% |
C000166218 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.1% | +1.8% | −6.1% | +9.1% | +4.5% | −0.2% | — | — | — | — | — | — |
| 2025 | +3.1% | −0.5% | −3.7% | +0.5% | +5.6% | +4.6% | +0.9% | +3.1% | +3.4% | +1.9% | +0.3% | +0.8% |
| 2024 | −0.1% | +4.2% | +3.2% | −3.8% | +4.5% | +1.8% | +2.3% | +2.4% | +2.2% | −2.2% | +4.2% | −3.1% |
| 2023 | +7.6% | −3.2% | +2.6% | +1.5% | −1.3% | +5.8% | +3.6% | −2.9% | −4.3% | −3.0% | +9.0% | +5.4% |
| 2022 | −4.6% | −2.8% | +1.9% | −7.8% | +0.2% | −8.2% | +7.2% | −4.3% | −9.6% | +6.2% | +8.1% | −4.4% |
| 2021 | −0.4% | +2.8% | +2.9% | +4.3% | +1.5% | +1.3% | +0.8% | +2.2% | −4.1% | +5.2% | −2.6% | +3.9% |
| 2020 | −1.2% | −7.6% | −14.6% | +10.2% | +4.9% | +3.0% | +4.9% | +5.9% | −2.8% | −2.3% | +12.1% | +4.8% |
| 2019 | — | — | — | — | — | — | +0.1% | −1.8% | +2.0% | +2.6% | +2.4% | +3.3% |
C000166218 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.32%
- 3-year Sharpe ratio: 1.21 (vs 4.5% risk-free rate)
- Best month: +9.08% (Apr 2026)
- Worst month: −6.08% (Mar 2026)
C000166218 Fund Flows
Monthly money in and out of BlackRock LifePath Index 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $384.9M
- 12-month gross sales (incl. reinvestments): $1.4B
- Sales ÷ redemptions: 1.38×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $98.6M | $93.0M | $5.6M |
| May 2026 | $91.0M | $65.4M | $25.7M |
| Apr 2026 | $103.6M | $89.0M | $14.6M |
| Mar 2026 | $129.8M | $94.4M | $35.4M |
| Feb 2026 | $105.0M | $76.6M | $28.4M |
| Jan 2026 | $112.3M | $145.1M | −$32.9M |
| Dec 2025 | $206.3M | $109.4M | $96.9M |
| Nov 2025 | $74.7M | $53.8M | $20.9M |
| Oct 2025 | $107.1M | $74.4M | $32.7M |
| Sep 2025 | $167.3M | $41.1M | $126.2M |
| Aug 2025 | $95.8M | $57.9M | $37.8M |
| Jul 2025 | $99.7M | $106.2M | −$6.6M |
C000166218 Assets Under Management
Net assets of BlackRock LifePath Index 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $5.66B |
| 2026-03-31 | $4.94B |
| 2025-12-31 | $4.98B |
| 2025-09-30 | $4.78B |
| 2025-06-30 | $4.30B |
| 2025-03-31 | $3.75B |
| 2024-12-31 | $3.65B |
| 2024-09-30 | $3.63B |
| 2024-06-30 | $3.25B |
| 2024-03-31 | $3.05B |
| 2023-12-31 | $2.66B |
| 2023-09-30 | $2.25B |
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.