LPJIX Performance — BlackRock LifePath Dynamic 2035 Fund, Institutional Class
Data updated: 2026-08-25
LPJIX returned +8.12% year to date and +15.93% over one year to Jun 2026. Annualised returns are +13.83% over 3 years and +7.16% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $148, 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.
LPJIX 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 | LPJIX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $116 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $148 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $141 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $189 | $187 |
LPJIX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.12% |
| 1 year | +15.93% |
| 3 years (annualised) | +13.83% |
| 5 years (annualised) | +7.16% |
LPJIX 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) | +8.12% |
| 2025 | +15.29% |
| 2024 | +11.80% |
| 2023 | +17.26% |
| 2022 | −16.56% |
| 2021 | +13.75% |
| 2020 | +13.82% |
| 2019 (Jul–Dec) | +7.31% |
LPJIX 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% | +2.0% | −4.3% | +6.0% | +2.5% | −0.3% | — | — | — | — | — | — |
| 2025 | +2.2% | +0.2% | −2.5% | +0.6% | +3.6% | +3.2% | +0.1% | +2.9% | +2.3% | +0.6% | +0.4% | +0.7% |
| 2024 | +0.1% | +2.7% | +2.8% | −3.5% | +3.9% | +1.4% | +2.1% | +2.2% | +1.9% | −2.4% | +3.2% | −2.9% |
| 2023 | +6.6% | −3.1% | +3.0% | +1.1% | −1.6% | +4.7% | +2.4% | −2.3% | −4.0% | −2.6% | +7.8% | +5.0% |
| 2022 | −4.0% | −2.8% | +0.9% | −6.3% | +0.4% | −6.8% | +5.8% | −3.5% | −8.4% | +4.3% | +7.4% | −3.5% |
| 2021 | −0.4% | +1.9% | +2.0% | +3.5% | +1.5% | +0.8% | +0.6% | +1.6% | −3.2% | +3.4% | −1.9% | +3.3% |
| 2020 | −0.8% | −6.5% | −12.5% | +9.3% | +4.2% | +2.8% | +4.5% | +4.4% | −2.6% | −1.8% | +10.3% | +4.1% |
| 2019 | — | — | — | — | — | — | +0.1% | −1.4% | +1.6% | +2.1% | +2.0% | +2.5% |
LPJIX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 9.74%
- 3-year Sharpe ratio: 0.96 (vs 4.5% risk-free rate)
- Best month: +7.81% (Nov 2023)
- Worst month: −4.33% (Mar 2026)
LPJIX 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 |
LPJIX 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.