Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STLFX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND INSTITUTIONAL SHARES) | 1.20% | -0.89% | 6.38% | 9.02% | 6.51% | 7.69% | NA | 6.66% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STLFX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND INSTITUTIONAL SHARES) | 07/02/2008 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 07/02/2008.
AR inception is since 07/02/2008.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.20 | -0.89 | 6.38 | 9.02 | 6.51 | 7.69 | NA | 6.66 | 1.20 | 4.95 | 22.31 | -19.50 | 7.86 | 9.43 | 19.65 | 1.77 | 21.73 | 9.19 | -2.51 | 5.64 | 19.82 | 16.08 | -3.83 | 13.48 | 30.35 | -31.08 |
| Sharpe Ratio | NA | -0.33 | 0.08 | 0.35 | 0.26 | NA | NA | 0.25 | -0.16 | -0.11 | 1.34 | -0.94 | 0.53 | 0.33 | 1.14 | 0.03 | 3.52 | 0.64 | -0.18 | 0.59 | 1.90 | 1.26 | -0.15 | 0.67 | 1.02 | -0.91 |
| Standard Deviation(%) | NA | 20.39 | 18.40 | 17.77 | 17.67 | NA | NA | 20.61 | 25.83 | 15.67 | 13.64 | 22.40 | 14.78 | 28.11 | 15.95 | 17.98 | 6.02 | 14.06 | 14.06 | 9.52 | 10.42 | 12.86 | 25.14 | 19.94 | 29.73 | 58.48 |
| Draw Down(%) | NA | 23.35 | 23.35 | 32.83 | 35.92 | NA | NA | 50.36 | 16.57 | 12.86 | 11.51 | 27.68 | 7.49 | 35.92 | 11.44 | 17.55 | 1.63 | 11.52 | 13.23 | 7.65 | 7.40 | 11.17 | 21.44 | 15.93 | 28.88 | 46.41 |
| Yield(%) | 0.00 | 1.05 | 1.61 | 3.88 | 5.18 | 6.57 | 4.54 | 5.67 | 0.00 | 1.14 | 3.46 | 1.26 | 7.47 | 2.53 | 7.28 | 12.50 | 6.77 | 2.18 | 8.16 | 14.19 | 8.08 | 4.20 | 3.92 | 2.61 | 5.18 | 0.59 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLFX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND INSTITUTIONAL SHARES) |
-1.69%
Dec 2019 - Dec 2022 |
2.17%
Sep 2017 - Sep 2022 |
5.64%
Oct 2013 - Oct 2023 |
6.21%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLFX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND INSTITUTIONAL SHARES) |
25.03%
Feb 2009 - Feb 2012 |
20.10%
Feb 2009 - Feb 2014 |
13.21%
Feb 2009 - Feb 2019 |
11.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart