Find A Portfolio/Ticker
Comparison Box
STLCX: BLACKROCK LIFEPATH DYNAMIC 2020 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/30/1994 |
Last Dividend Date: | 11/13/2019 |
12-Mo. Yield | 1.74% |
Expenses | 0.67% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/1996 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.2 | 5.2 | 5.9 | 6.5 | 5.1 | 4.1 | 6.0 | 0.0 | 14.9 | -4.0 | 13.1 | 6.6 | -1.8 | 5.1 | 9.7 | 11.0 | 1.5 | 10.9 | 22.7 | -25.4 | 3.3 | 13.0 | 6.3 | 9.1 | 20.6 | -12.6 | -6.4 | -3.7 | 14.1 | 19.6 | 21.2 | 13.2 | 25.2 | 0.8 |
Sharpe Ratio | NA | 0.7 | 0.8 | 0.62 | 0.73 | NA | NA | 0.44 | 0.0 | 1.41 | -0.79 | 3.85 | 0.9 | -0.25 | 0.98 | 1.51 | 1.56 | 0.11 | 0.95 | 1.26 | -1.01 | 0.03 | 1.22 | 0.6 | 1.06 | 1.97 | -0.8 | -0.67 | -0.56 | 0.99 | 1.24 | 1.8 | 1.2 | 3.59 | -0.33 |
Draw Down(%) | NA | 5.7 | 9.1 | 10.4 | 11.2 | NA | NA | 40.7 | 0.0 | 5.7 | 9.1 | 1.2 | 5.2 | 8.2 | 4.2 | 5.7 | 5.9 | 11.2 | 8.9 | 18.8 | 37.0 | 7.1 | 6.8 | 4.4 | 6.1 | 8.9 | 22.3 | 19.3 | 9.9 | 6.7 | 13.5 | 5.7 | 5.0 | 3.3 | 4.3 |
Standard Deviation(%) | NA | 9.2 | 7.0 | 7.0 | 8.1 | NA | NA | 11.2 | NA | 9.6 | 6.7 | 3.2 | 7.1 | 7.3 | 5.2 | 6.4 | 7.1 | 13.4 | 11.4 | 18.0 | 26.0 | 10.6 | 8.0 | 6.9 | 7.7 | 10.1 | 17.1 | 13.2 | 13.9 | 11.0 | 13.1 | 9.8 | 8.0 | 6.0 | 6.7 |
Treynor Ratio | NA | 6.02 | 2.04 | 0.76 | 0.38 | NA | NA | 0.14 | NA | 9.53 | -0.5 | 0.17 | 0.07 | -0.02 | 0.07 | 0.11 | 0.14 | 0.02 | 0.12 | 0.24 | -0.28 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.03 | 0.02 | 0.02 | 0.02 | NA | NA | 0.02 | 0.0 | 0.05 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.01 | 0.03 | 0.06 | 0.16 | NA | NA | 0.34 | 0.0 | 0.01 | 0.11 | 0.73 | 0.86 | 0.85 | 0.77 | 0.86 | 0.79 | 0.87 | 0.91 | 0.94 | 0.92 | 0.93 | 0.97 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.0 | 0.02 | 0.05 | 0.16 | NA | NA | 0.2 | 0.0 | 0.01 | 0.12 | 0.67 | 0.97 | 0.97 | 0.9 | 0.92 | 0.86 | 0.97 | 0.95 | 0.99 | 0.99 | 0.97 | 0.42 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 7.5 | 7.3 | 6.0 | 6.5 | 5.3 | 4.3 | N/A | 0.0 | 8.0 | 8.7 | 5.6 | 1.6 | 7.5 | 11.6 | 7.5 | 3.0 | 5.9 | 1.9 | 3.4 | 2.5 | 6.2 | 2.5 | 2.2 | 1.3 | 1.5 | 1.4 | 1.7 | 6.7 | 12.1 | 8.0 | 6.4 | 2.5 | 3.0 | 2.6 |
Dividend Growth(%) | N/A | -20.0 | 0.6 | -2.1 | 107.8 | N/A | N/A | N/A | -100.0 | -20.0 | 66.7 | 265.2 | -80.3 | -39.7 | 56.5 | 169.6 | -51.1 | 235.7 | -34.9 | 0.0 | -60.6 | 165.9 | 24.2 | 73.7 | 5.6 | -10.0 | -20.0 | -77.7 | -43.7 | 67.2 | 43.4 | 176.7 | 3.4 | 16.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) (80%)