STLAX | BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES

Basic Info 9.89 0.03(0.30%)
May 16

BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES started on 03/30/1994

BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES is classified as asset class Retirement Income

BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES expense ratio is 0.84%

BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES rating is

(92%)

BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) Dividend Info

BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) dividend growth in the last 12 months is 187.48%

The trailing 12-month yield of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES is 3.43%. its dividend history:

Date	Dividend
12/22/2023	0.1956
09/29/2023	0.0717
06/30/2023	0.0633
03/31/2023	0.0339
07/14/2022	0.0355
06/30/2022	0.0456
03/31/2022	0.0235
12/31/2021	1.0429
09/30/2021	0.0243
06/30/2021	0.5112
03/31/2021	0.057
12/31/2020	0.526
09/30/2020	0.057
06/30/2020	0.122
03/31/2020	0.04
12/31/2019	0.16
09/27/2019	0.036
06/28/2019	0.048
03/28/2019	0.037
12/31/2018	0.633
09/28/2018	0.0548
06/29/2018	0.139
03/29/2018	0.089
12/29/2017	0.534
09/29/2017	0.047
06/30/2017	0.0496
03/31/2017	0.026
12/30/2016	0.022
09/30/2016	0.049
06/30/2016	0.047
03/31/2016	0.042
12/30/2015	0.334
09/30/2015	0.04
06/30/2015	0.155
03/31/2015	0.048
12/31/2014	0.914
09/30/2014	0.044
06/30/2014	0.197
03/31/2014	0.05
12/31/2013	0.622
09/30/2013	0.037
06/28/2013	0.115
03/28/2013	0.035
12/31/2012	0.375
09/28/2012	0.041
06/29/2012	0.114
03/30/2012	0.034
12/30/2011	0.416
09/30/2011	0.055
06/30/2011	0.092
03/31/2011	0.051
12/31/2010	0.062
09/30/2010	0.044
06/30/2010	0.097
03/31/2010	0.041
12/31/2009	0.047
11/30/2009	0.026
11/18/2009	0.026
09/30/2009	0.067
06/30/2009	0.081
03/31/2009	0.086
12/31/2008	0.049
09/30/2008	0.083
06/30/2008	0.144
03/31/2008	0.077
12/31/2007	0.262
09/28/2007	0.219
06/29/2007	0.095
03/30/2007	0.072
12/29/2006	0.285
09/29/2006	0.144
06/30/2006	0.096
03/31/2006	0.076
12/27/2005	0.208
09/30/2005	0.077
06/30/2005	0.074
03/31/2005	0.077
12/16/2004	0.361
09/30/2004	0.056
06/30/2004	0.051
03/31/2004	0.045
12/17/2003	0.042
09/30/2003	0.04
06/30/2003	0.052
03/31/2003	0.053
12/19/2002	0.147
09/30/2002	0.059
09/05/2002	0.012
06/28/2002	0.075
03/28/2002	0.078
12/19/2001	0.14
09/28/2001	0.091
06/29/2001	0.094
03/30/2001	0.093
12/15/2000	0.662
09/29/2000	0.105
09/08/2000	0.095
06/30/2000	0.115
03/31/2000	0.106
12/23/1999	0.46
09/30/1999	0.106
09/10/1999	0.12
06/30/1999	0.111
03/31/1999	0.099
12/31/1998	0.094
12/18/1998	0.256
09/30/1998	0.102
09/15/1998	0.094
06/30/1998	0.113
03/31/1998	0.111
12/31/1997	0.108
12/12/1997	0.263
09/30/1997	0.12
06/30/1997	0.125
03/31/1997	0.105
12/31/1996	0.112
09/30/1996	0.106
06/28/1996	0.09
03/29/1996	0.008
03/12/1996	0.077
12/29/1995	0.101
09/29/1995	0.104
06/30/1995	0.11
03/31/1995	0.11
12/30/1994	0.1
09/30/1994	0.093
06/30/1994	0.07
03/31/1994	0.015

Dividend Growth History for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.3645	3.97%	248.47%	-
2022	$0.1046	0.96%	-93.60%	248.47%
2021	$1.6354	14.06%	119.52%	-52.79%
2020	$0.745	6.75%	165.12%	-21.20%
2019	$0.281	2.90%	-69.32%	6.72%
2018	$0.9158	8.33%	39.48%	-16.83%
2017	$0.6566	6.07%	310.38%	-9.34%
2016	$0.16	1.56%	-72.27%	12.48%
2015	$0.577	5.20%	-52.12%	-5.58%
2014	$1.205	10.28%	48.95%	-12.44%
2013	$0.809	6.80%	43.44%	-7.66%
2012	$0.564	4.95%	-8.14%	-3.89%
2011	$0.614	5.29%	151.64%	-4.25%
2010	$0.244	2.24%	-26.73%	3.14%
2009	$0.333	3.52%	-5.67%	0.65%
2008	$0.353	3.08%	-45.52%	0.21%
2007	$0.648	5.58%	7.82%	-3.53%
2006	$0.601	5.31%	37.84%	-2.90%
2005	$0.436	3.91%	-15.01%	-0.99%
2004	$0.513	4.66%	174.33%	-1.78%
2003	$0.187	1.85%	-49.60%	3.39%
2002	$0.371	3.47%	-11.24%	-0.08%
2001	$0.418	3.90%	-61.40%	-0.62%
2000	$1.083	9.63%	20.87%	-4.62%
1999	$0.896	7.70%	16.36%	-3.68%
1998	$0.77	6.81%	6.80%	-2.95%
1997	$0.721	6.67%	83.46%	-2.59%
1996	$0.393	3.69%	-7.53%	-0.28%
1995	$0.425	4.45%	52.88%	-0.55%
1994	$0.278	2.82%	-	0.94%

Dividend Growth Chart for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX)

BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) Historical Returns And Risk Info

From 06/21/1996 to 05/16/2024, the compound annualized total return (dividend reinvested) of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) is 5.191%. Its cumulative total return (dividend reinvested) is 309.625%.

From 06/21/1996 to 05/16/2024, the Maximum Drawdown of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) is 26.9%.

From 06/21/1996 to 05/16/2024, the Sharpe Ratio of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) is 0.48.

From 06/21/1996 to 05/16/2024, the Annualized Standard Deviation of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) is 7.6%.

From 06/21/1996 to 05/16/2024, the Beta of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) is 1.09.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 06/21/1996	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(%)	0.4	3.0	5.5	-0.1	4.2	4.1	5.9	4.9	5.2	7.7	-22.3	17.7	12.8	16.9	-3.7	8.0	6.1	-1.5	4.8	6.3	8.6	4.0	9.3	18.5	-15.0	4.5	8.8	4.2	6.2	12.0	-2.7	3.6	4.7	4.8	10.3	10.7	6.0	16.0	-0.3
Sharpe Ratio	NA	0.67	0.12	-0.24	0.23	0.33	NA	NA	0.48	0.33	-1.53	1.61	0.95	3.35	-0.83	1.69	1.05	-0.28	1.21	1.24	1.82	0.46	1.28	1.67	-1.04	0.25	1.09	0.48	1.07	2.13	-0.49	0.28	0.14	0.39	0.76	1.83	0.58	3.53	-0.73
Draw Down(%)	NA	3.3	7.9	26.9	26.9	26.9	NA	NA	26.9	7.9	26.9	3.1	18.5	1.8	8.2	4.0	3.7	6.8	3.2	5.2	3.6	6.7	5.2	12.1	25.5	4.1	3.6	2.7	5.2	4.4	8.4	3.1	2.4	2.7	8.1	2.7	3.0	1.9	2.6
Standard Deviation(%)	NA	7.5	10.3	12.6	11.7	9.0	NA	NA	7.6	10.4	15.5	11.0	13.2	4.6	6.0	4.4	5.6	5.6	3.9	5.0	4.7	8.6	7.2	11.1	15.2	6.1	5.1	4.3	4.9	5.3	7.8	4.6	4.5	4.2	9.3	3.9	4.3	3.4	5.0
Treynor Ratio	NA	0.04	0.01	-0.03	0.03	0.03	NA	NA	0.03	0.03	-0.21	0.15	0.44	0.16	-0.06	0.07	0.05	-0.01	0.04	0.05	0.07	0.03	0.07	0.14	-0.12	0.01	0.05	0.02	0.05	0.14	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Alpha	NA	0.01	-0.01	0.0	0.0	0.0	NA	NA	0.01	-0.01	-0.03	0.04	0.04	0.01	-0.01	0.0	0.0	-0.01	-0.01	0.0	0.0	-0.01	-0.01	0.0	0.0	-0.02	0.01	0.0	-0.01	0.04	NA	NA	NA	NA	NA	NA	NA	NA	NA
Beta	NA	1.34	1.19	1.16	0.82	0.89	NA	NA	1.09	1.07	1.16	1.2	0.29	0.99	0.88	1.04	1.28	1.27	1.16	1.22	1.18	1.37	1.3	1.29	1.32	1.22	1.21	1.07	0.99	0.79	NA	NA	NA	NA	NA	NA	NA	NA	NA
RSquare	NA	0.83	0.43	0.37	0.23	0.3	NA	NA	0.46	0.35	0.43	0.19	0.04	0.47	0.4	0.29	0.93	0.94	0.87	0.88	0.82	0.92	0.91	0.96	0.96	0.88	0.88	0.75	0.7	0.06	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	0.0	3.5	5.7	5.9	5.5	6.3	5.5	N/A	3.9	1.0	14.0	6.8	3.0	8.3	6.1	1.6	5.2	10.2	6.9	4.9	5.3	2.2	3.7	3.1	5.6	5.3	3.9	4.6	1.8	3.6	3.8	9.7	7.7	6.7	6.6	3.8	4.4	2.8
Dividend Growth(%)	N/A	-100.0	187.5	7.2	-11.6	28.8	N/A	N/A	N/A	227.3	-93.3	117.3	158.6	-68.1	37.9	312.5	-72.4	-51.7	46.3	46.4	-9.7	158.3	-31.4	0.0	-46.2	8.3	36.4	-13.7	183.3	-52.6	-7.3	-62.4	21.1	18.4	7.0	77.5	-4.8	50.0	N/A

Return Calculator for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX)

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BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) Historical Return Chart

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BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/21/1996 to 05/16/2024, the worst annualized return of 3-year rolling returns for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) is -2.99%.

From 06/21/1996 to 05/16/2024, the worst annualized return of 5-year rolling returns for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) is 0.74%.

From 06/21/1996 to 05/16/2024, the worst annualized return of 10-year rolling returns for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) is 2.61%.

From 06/21/1996 to 05/16/2024, the worst annualized return of 20-year rolling returns for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (STLAX) is 4.65%.

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