LPJAX Performance — BlackRock LifePath Dynamic 2035 Fund, Investor A
Data updated: 2026-08-25
LPJAX returned +8.01% year to date and +15.66% over one year to Jun 2026. Annualised returns are +13.58% over 3 years and +6.91% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $147, against $150 for the category, and to $116 over one year, against $118. Volatility over the past three years was 9.74% a year. In the 12 months to Jun 2026 the fund took in a net $22.8M, and assets reached $451.96M.
LPJAX Growth of $100
What $100 invested in BlackRock LifePath Dynamic 2035 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | LPJAX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $116 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $147 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $140 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $186 | $187 |
LPJAX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.01% |
| 1 year | +15.66% |
| 3 years (annualised) | +13.58% |
| 5 years (annualised) | +6.91% |
LPJAX Annual Returns
Calendar-year total returns of BlackRock LifePath Dynamic 2035 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +8.01% |
| 2025 | +15.06% |
| 2024 | +11.48% |
| 2023 | +17.00% |
| 2022 | −16.79% |
| 2021 | +13.44% |
| 2020 | +13.55% |
| 2019 (Jul–Dec) | +7.10% |
LPJAX 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 | +2.3% | +1.9% | −4.3% | +6.0% | +2.5% | −0.3% | — | — | — | — | — | — |
| 2025 | +2.3% | +0.1% | −2.4% | +0.5% | +3.7% | +3.2% | 0.0% | +2.9% | +2.3% | +0.6% | +0.5% | +0.7% |
| 2024 | +0.1% | +2.8% | +2.8% | −3.6% | +4.0% | +1.4% | +2.0% | +2.2% | +1.9% | −2.4% | +3.2% | −2.9% |
| 2023 | +6.6% | −3.0% | +2.8% | +1.1% | −1.5% | +4.5% | +2.4% | −2.3% | −4.0% | −2.6% | +7.8% | +4.9% |
| 2022 | −4.0% | −2.8% | +0.9% | −6.3% | +0.4% | −6.8% | +5.9% | −3.6% | −8.5% | +4.2% | +7.4% | −3.6% |
| 2021 | −0.4% | +2.0% | +2.0% | +3.5% | +1.5% | +0.7% | +0.6% | +1.5% | −3.2% | +3.4% | −1.9% | +3.2% |
| 2020 | −0.8% | −6.5% | −12.5% | +9.3% | +4.1% | +2.8% | +4.5% | +4.4% | −2.6% | −1.8% | +10.2% | +4.1% |
| 2019 | — | — | — | — | — | — | +0.1% | −1.4% | +1.7% | +2.1% | +2.0% | +2.5% |
LPJAX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 9.74%
- 3-year Sharpe ratio: 0.93 (vs 4.5% risk-free rate)
- Best month: +7.78% (Nov 2023)
- Worst month: −4.31% (Mar 2026)
LPJAX Fund Flows
Monthly money in and out of BlackRock LifePath Dynamic 2035 Fund, from SEC Form N-PORT.
- 12-month net flow: $22.8M
- 12-month gross sales (incl. reinvestments): $159.7M
- Sales ÷ redemptions: 1.17×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $11.6M | $16.2M | −$4.6M |
| May 2026 | $8.2M | $11.3M | −$3.1M |
| Apr 2026 | $8.5M | $5.7M | $2.9M |
| Mar 2026 | $11.3M | $6.5M | $4.7M |
| Feb 2026 | $11.5M | $58.7M | −$47.1M |
| Jan 2026 | $14.0M | $8.1M | $5.9M |
| Dec 2025 | $24.4M | $4.3M | $20.1M |
| Nov 2025 | $8.9M | $5.2M | $3.7M |
| Oct 2025 | $13.8M | $9.8M | $4.0M |
| Sep 2025 | $8.3M | $2.5M | $5.8M |
| Aug 2025 | $23.7M | $4.5M | $19.2M |
| Jul 2025 | $15.3M | $4.0M | $11.3M |
LPJAX Assets Under Management
Net assets of BlackRock LifePath Dynamic 2035 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $451.96M |
| 2026-03-31 | $421.60M |
| 2025-12-31 | $456.44M |
| 2025-09-30 | $436.49M |
| 2025-06-30 | $380.41M |
| 2025-03-31 | $324.05M |
| 2024-12-31 | $288.35M |
| 2024-09-30 | $239.56M |
| 2024-06-30 | $222.66M |
| 2024-03-31 | $211.47M |
| 2023-12-31 | $155.20M |
| 2023-09-30 | $128.78M |
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.