C000187071 Performance — BlackRock LifePath Dynamic 2060 Fund, Class R
Data updated: 2026-08-25
C000187071 returned +12.28% year to date and +23.50% over one year to Jun 2026. Annualised returns are +19.10% over 3 years and +10.18% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $169, against $150 for the category, and to $124 over one year, against $118. Volatility over the past three years was 12.75% a year. In the 12 months to Jun 2026 the fund took in a net $30.6M, and assets reached $187.02M.
C000187071 Growth of $100
What $100 invested in BlackRock LifePath Dynamic 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 | C000187071 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $124 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $169 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $162 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $225 | $187 |
C000187071 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +12.28% |
| 1 year | +23.50% |
| 3 years (annualised) | +19.10% |
| 5 years (annualised) | +10.18% |
C000187071 Annual Returns
Calendar-year total returns of BlackRock LifePath Dynamic 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +12.28% |
| 2025 | +20.53% |
| 2024 | +16.51% |
| 2023 | +21.77% |
| 2022 | −19.04% |
| 2021 | +17.61% |
| 2020 | +13.84% |
| 2019 (Jul–Dec) | +8.22% |
C000187071 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 | +3.4% | +2.1% | −6.2% | +9.3% | +4.2% | −0.4% | — | — | — | — | — | — |
| 2025 | +3.3% | −0.9% | −3.6% | +0.6% | +5.6% | +4.6% | +0.2% | +3.7% | +3.4% | +1.2% | +0.3% | +1.0% |
| 2024 | +0.3% | +4.5% | +3.6% | −4.3% | +5.0% | +1.8% | +2.1% | +2.6% | +2.1% | −2.5% | +4.4% | −3.5% |
| 2023 | +7.6% | −3.3% | +3.0% | +1.4% | −1.7% | +6.4% | +3.5% | −2.9% | −4.5% | −2.9% | +9.2% | +5.3% |
| 2022 | −4.7% | −3.4% | +1.7% | −7.8% | +0.5% | −8.5% | +6.8% | −4.4% | −9.4% | +6.2% | +8.7% | −4.6% |
| 2021 | −0.4% | +3.2% | +2.4% | +4.5% | +1.6% | +0.8% | +0.6% | +1.9% | −4.3% | +5.0% | −2.6% | +4.0% |
| 2020 | −1.4% | −8.1% | −14.8% | +10.4% | +4.7% | +3.2% | +5.3% | +5.7% | −3.2% | −2.2% | +11.6% | +5.1% |
| 2019 | — | — | — | — | — | — | −0.1% | −2.0% | +2.0% | +2.6% | +2.4% | +3.1% |
C000187071 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.75%
- 3-year Sharpe ratio: 1.15 (vs 4.5% risk-free rate)
- Best month: +9.29% (Apr 2026)
- Worst month: −6.24% (Mar 2026)
C000187071 Fund Flows
Monthly money in and out of BlackRock LifePath Dynamic 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $30.6M
- 12-month gross sales (incl. reinvestments): $78.4M
- Sales ÷ redemptions: 1.64×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $6.9M | $6.5M | $400K |
| May 2026 | $4.1M | $2.6M | $1.5M |
| Apr 2026 | $3.9M | $2.2M | $1.7M |
| Mar 2026 | $8.2M | $2.6M | $5.5M |
| Feb 2026 | $5.5M | $18.4M | −$13.0M |
| Jan 2026 | $5.3M | $3.8M | $1.4M |
| Dec 2025 | $12.0M | $4.2M | $7.8M |
| Nov 2025 | $5.3M | $1.9M | $3.3M |
| Oct 2025 | $5.6M | $1.6M | $4.1M |
| Sep 2025 | $6.7M | $1.8M | $4.9M |
| Aug 2025 | $9.0M | $1.0M | $8.0M |
| Jul 2025 | $6.0M | $1.2M | $4.8M |
C000187071 Assets Under Management
Net assets of BlackRock LifePath Dynamic 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $187.02M |
| 2026-03-31 | $161.21M |
| 2025-12-31 | $167.91M |
| 2025-09-30 | $153.93M |
| 2025-06-30 | $126.16M |
| 2025-03-31 | $101.99M |
| 2024-12-31 | $79.60M |
| 2024-09-30 | $61.52M |
| 2024-06-30 | $54.12M |
| 2024-03-31 | $48.53M |
| 2023-12-31 | $28.78M |
| 2023-09-30 | $23.02M |
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.