STLFX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND INSTITUTIONAL SHARES (MUTUAL FUND)

Basic Info 24.93 0(0.0%) July 25

Asset Class:	Target Date 2046-2050
MyPlanIQ Rating:	(81%)
Start Date:	07/02/2008
Last Dividend Date:	12/24/2024
12-Mo. Yield	9.46%
Expenses	0.34%
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Performance Analytics (As of 07/24/2025)

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	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 07/02/2008	2024
Annualized Return(%) ?	1.5	10.8	16.7	15.7	12.5	9.8	10.3	8.2	16.3
Sharpe Ratio ?	NA	0.7	0.52	0.8	0.63	0.48	NA	0.36	0.98
Draw Down(%) ?	NA	16.6	16.6	16.6	27.1	35.9	NA	50.4	8.1

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 07/02/2008	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008
Annualized Return(%) ?	1.5	10.8	16.7	15.7	12.5	9.8	10.3	8.2	16.3	22.3	-18.7	18.1	10.9	19.7	1.8	21.7	9.2	-2.5	5.6	19.8	16.1	-3.8	13.5	30.4	-31.1
Sharpe Ratio ?	NA	0.7	0.52	0.8	0.63	0.48	NA	0.36	0.98	1.38	-0.9	1.45	0.38	1.14	0.02	3.52	0.64	-0.18	0.59	1.9	1.26	-0.15	0.67	1.02	-0.91
Draw Down(%) ?	NA	16.6	16.6	16.6	27.1	35.9	NA	50.4	8.1	11.5	27.0	5.5	35.9	11.4	17.6	1.6	11.5	13.2	7.7	7.4	11.2	21.4	15.9	28.9	46.4
Standard Deviation(%) ?	NA	21.6	18.6	16.7	16.6	17.3	NA	20.3	12.9	13.6	22.4	12.5	28.1	15.9	18.0	6.0	14.1	14.1	9.5	10.4	12.9	25.1	19.9	29.7	58.5
Treynor Ratio ?	NA	0.2	0.12	0.15	0.12	0.11	NA	0.08	0.13	0.2	-0.22	0.2	0.18	0.48	0.01	0.29	0.09	-0.03	0.07	0.22	0.18	-0.04	0.13	0.28	-0.49
Alpha	NA	0.02	0.0	0.0	-0.01	0.0	NA	-0.01	-0.02	-0.01	-0.01	-0.02	0.0	0.03	0.02	0.02	-0.01	-0.01	-0.02	-0.03	0.01	-0.02	-0.01	0.01	-0.02
Beta	NA	0.75	0.8	0.88	0.88	0.72	NA	0.88	0.96	0.95	0.9	0.9	0.59	0.38	0.39	0.72	1.02	0.88	0.8	0.89	0.9	1.04	1.06	1.08	1.07
RSquared ?	NA	0.66	0.72	0.82	0.85	0.59	NA	0.77	0.88	0.83	0.95	0.9	0.52	0.09	0.13	0.63	0.91	0.94	0.91	0.9	0.8	0.94	0.93	0.98	0.98
Yield(%)	N/A	0.0	9.7	6.0	8.3	7.8	8.8	N/A	12.6	3.5	2.0	17.2	3.8	7.3	12.5	6.8	2.2	8.2	14.2	8.1	4.2	3.9	2.6	5.2	0.6
Dividend Growth(%)	N/A	-100.0	156.0	-46.6	11.5	N/A	N/A	N/A	325.8	37.8	-88.2	403.2	-37.8	-53.9	112.8	236.5	-76.5	-46.8	89.9	119.3	-2.3	65.1	-37.6	517.2	N/A

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 07/02/2008	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008
Annualized Return(%) ?	1.5	10.8	16.7	15.7	12.5	9.8	10.3	8.2	16.3	22.3	-18.7	18.1	10.9	19.7	1.8	21.7	9.2	-2.5	5.6	19.8	16.1	-3.8	13.5	30.4	-31.1
Sharpe Ratio ?	NA	0.7	0.52	0.8	0.63	0.48	NA	0.36	0.98	1.38	-0.9	1.45	0.38	1.14	0.02	3.52	0.64	-0.18	0.59	1.9	1.26	-0.15	0.67	1.02	-0.91
Draw Down(%) ?	NA	16.6	16.6	16.6	27.1	35.9	NA	50.4	8.1	11.5	27.0	5.5	35.9	11.4	17.6	1.6	11.5	13.2	7.7	7.4	11.2	21.4	15.9	28.9	46.4
Standard Deviation(%) ?	NA	21.6	18.6	16.7	16.6	17.3	NA	20.3	12.9	13.6	22.4	12.5	28.1	15.9	18.0	6.0	14.1	14.1	9.5	10.4	12.9	25.1	19.9	29.7	58.5
Treynor Ratio ?	NA	0.2	0.12	0.15	0.12	0.11	NA	0.08	0.13	0.2	-0.22	0.2	0.18	0.48	0.01	0.29	0.09	-0.03	0.07	0.22	0.18	-0.04	0.13	0.28	-0.49
Alpha	NA	0.02	0.0	0.0	-0.01	0.0	NA	-0.01	-0.02	-0.01	-0.01	-0.02	0.0	0.03	0.02	0.02	-0.01	-0.01	-0.02	-0.03	0.01	-0.02	-0.01	0.01	-0.02
Beta	NA	0.75	0.8	0.88	0.88	0.72	NA	0.88	0.96	0.95	0.9	0.9	0.59	0.38	0.39	0.72	1.02	0.88	0.8	0.89	0.9	1.04	1.06	1.08	1.07
RSquared ?	NA	0.66	0.72	0.82	0.85	0.59	NA	0.77	0.88	0.83	0.95	0.9	0.52	0.09	0.13	0.63	0.91	0.94	0.91	0.9	0.8	0.94	0.93	0.98	0.98
Yield(%)	N/A	0.0	9.7	6.0	8.3	7.8	8.8	N/A	12.6	3.5	2.0	17.2	3.8	7.3	12.5	6.8	2.2	8.2	14.2	8.1	4.2	3.9	2.6	5.2	0.6
Dividend Growth(%)	N/A	-100.0	156.0	-46.6	11.5	N/A	N/A	N/A	325.8	37.8	-88.2	403.2	-37.8	-53.9	112.8	236.5	-76.5	-46.8	89.9	119.3	-2.3	65.1	-37.6	517.2	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2008

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STLFX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND INSTITUTIONAL SHARES (MUTUAL FUND)

Basic Info 24.93 0(0.0%) July 25

Performance Analytics (As of 07/24/2025)

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STLFX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND INSTITUTIONAL SHARES (MUTUAL FUND)

Basic Info 24.93 0(0.0%) July 25

Performance Analytics (As of 07/24/2025)

Top Rated Funds in Target Date 2046-2050

Best Mutual Funds

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