BlackRock LifePath 2040 Fund Investor A Shares (LPREX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.25% | 2.19% | -0.94% |
Year-to-Date | 2.45% | 5.49% | -3.04% |
1 Year | 8.69% | 0.00% | 8.69% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
28%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 28% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.28%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,588
Real cost (fees + lost compounding)
$1,969
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
95%
Return in excess of styles
(over past year)
-11.50%