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BlackRock LifePath® Dynamic 2040 Fund Investor C Shares LPCKX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

LPCKX compared with its replication portfolio
MeasureLPCKXReplication
Annualized growth7.3%10.1%
Annualized volatility13.5%13.8%
Sharpe ratio0.590.77
Maximum drawdown25.4%28.0%
Replication fit (R²)0.96 · Tracking error 2.6%

Replication portfolio

The published portfolio below is the investable basket used to model LPCKX’s historical return behavior.

LPCKX replication basket weights
TickerBuilding blockWeight
VUGStyle · Growth29.9%
VEAIntl · Developed23.8%
VWOBFI · EM Bonds USD22.9%
EFVIntl · Value20.2%
VTIUS Broad Market3.1%