Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STLEX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INSTITUTIONAL SHARES) | 8.73% | 11.08% | 14.48% | 11.42% | 8.59% | 9.19% | 6.88% | 7.91% |
Data as of 07/10/2025, AR inception is 03/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STLEX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INSTITUTIONAL SHARES) | 03/30/1994 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 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 (%) | 0.16 | 11.08 | 14.48 | 11.42 | 8.59 | 9.19 | 6.88 | 7.91 | 8.73 | 13.98 | 19.22 | -17.10 | 16.01 | 15.63 | 25.72 | -7.39 | 14.44 | 8.81 | -2.34 | 5.34 | 16.98 | 14.75 | -2.37 | 12.70 | 28.08 | -35.40 | 2.03 | 16.97 | 7.92 | 11.35 | 27.65 | -18.74 | -13.41 | -9.87 | 21.61 | 25.35 | 26.85 | 18.11 | 29.05 | 3.38 |
| Sharpe Ratio | NA | 0.67 | 0.76 | 0.67 | 0.48 | NA | NA | 0.37 | 0.87 | 0.95 | 1.25 | -0.93 | 1.43 | 0.60 | 2.50 | -0.70 | 1.83 | 0.66 | -0.18 | 0.63 | 1.81 | 1.31 | -0.11 | 0.73 | 1.06 | -0.94 | -0.07 | 1.26 | 0.61 | 0.99 | 2.01 | -0.87 | -0.81 | -0.67 | 1.16 | 1.12 | 1.51 | 1.43 | 3.30 | 0.13 |
| Standard Deviation(%) | NA | 15.31 | 14.56 | 14.58 | 14.91 | NA | NA | 16.70 | 18.04 | 10.91 | 12.61 | 20.00 | 11.18 | 25.71 | 9.70 | 12.49 | 7.58 | 13.08 | 13.26 | 8.47 | 9.35 | 11.29 | 21.51 | 17.39 | 26.47 | 38.68 | 15.50 | 10.81 | 9.34 | 10.43 | 13.38 | 22.90 | 19.91 | 21.10 | 15.74 | 19.60 | 15.29 | 10.04 | 7.61 | 9.08 |
| Draw Down(%) | NA | 13.50 | 15.22 | 24.93 | 33.13 | NA | NA | 54.19 | 13.50 | 6.59 | 10.45 | 24.83 | 4.74 | 33.13 | 5.77 | 16.39 | 6.38 | 10.65 | 12.59 | 6.66 | 6.94 | 9.64 | 18.73 | 13.95 | 26.30 | 47.75 | 10.14 | 9.68 | 6.07 | 8.16 | 11.66 | 30.15 | 29.68 | 16.95 | 9.60 | 20.83 | 10.03 | 6.63 | 4.54 | 5.58 |
| Yield(%) | 0.00 | 8.13 | 6.38 | 9.15 | 7.85 | 8.94 | 6.64 | 10.47 | 0.00 | 11.33 | 5.46 | 1.79 | 19.80 | 5.98 | 7.85 | 11.73 | 10.01 | 2.34 | 9.42 | 13.89 | 8.89 | 4.99 | 2.15 | 1.66 | 2.89 | 1.68 | 4.82 | 1.88 | 1.43 | 0.87 | 1.26 | 0.68 | 1.06 | 8.42 | 14.38 | 7.45 | 7.11 | 1.49 | 1.81 | 1.81 |
Data as of 07/10/2025, AR inception is 03/30/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLEX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INSTITUTIONAL SHARES) |
-15.70%
Mar 2000 - Mar 2003 |
-5.92%
Feb 2004 - Feb 2009 |
-2.81%
Feb 1999 - Feb 2009 |
2.26%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLEX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INSTITUTIONAL SHARES) |
26.52%
Mar 1995 - Mar 1998 |
24.13%
Dec 1994 - Dec 1999 |
11.75%
Feb 2009 - Feb 2019 |
10.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart