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STLAX: BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 10.45 0(0.0%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 03/30/1994 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 4.98% |
| Expenses | 0.84% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/1994 |
2025 | 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(%) | 0.0 | 5.9 | 13.9 | 11.0 | 4.7 | 6.4 | 5.7 | 5.5 | 5.8 | 12.0 | 8.4 | 12.3 | -14.9 | 6.9 | 13.7 | 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 | 1.5 | 1.75 | 0.87 | 0.24 | 0.56 | NA | NA | 0.55 | 1.11 | 0.69 | 0.73 | -1.35 | 1.14 | 1.05 | 3.33 | -0.85 | 1.68 | 1.05 | -0.28 | 1.21 | 1.24 | 1.82 | 0.46 | 1.28 | 1.67 | -1.05 | 0.22 | 1.06 | 0.46 | 1.06 | 2.12 | -0.49 | 0.25 | 0.11 | 0.36 | 0.74 | 1.79 | 0.54 | 3.48 | -0.75 |
| Draw Down(%) | NA | 4.7 | 4.7 | 7.9 | 20.6 | 20.6 | NA | NA | 25.7 | 7.5 | 3.5 | 7.9 | 20.1 | 3.1 | 19.0 | 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 | 8.1 | 6.7 | 9.3 | 9.5 | 8.5 | NA | NA | 7.3 | 8.3 | 6.9 | 11.9 | 12.1 | 6.0 | 12.7 | 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 | 0.09 | 0.09 | 0.06 | 0.02 | 0.04 | NA | NA | 0.03 | 0.07 | 0.04 | 0.07 | -0.12 | 0.05 | 0.13 | 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 | 0.04 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 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 | 1.29 | 1.3 | 1.31 | 1.33 | 1.2 | NA | NA | 1.24 | 1.35 | 1.35 | 1.24 | 1.35 | 1.32 | 1.04 | 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 |
| RSquared | NA | 0.94 | 0.9 | 0.57 | 0.72 | 0.66 | NA | NA | 0.65 | 0.75 | 0.9 | 0.36 | 0.95 | 0.84 | 0.61 | 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 | 5.0 | 7.9 | 6.5 | 6.3 | 5.9 | 5.6 | N/A | 5.2 | 11.0 | 8.6 | 1.0 | 13.6 | 7.5 | 2.9 | 8.3 | 6.1 | 1.6 | 5.2 | 10.3 | 6.8 | 5.0 | 5.3 | 2.2 | 3.5 | 3.1 | 5.6 | 5.3 | 3.9 | 4.7 | 1.9 | 3.5 | 3.9 | 9.6 | 7.7 | 6.8 | 6.7 | 3.7 | 4.5 | 2.8 |
| Dividend Growth(%) | N/A | -100.0 | -54.0 | -9.4 | 37.8 | 14.8 | 33.0 | N/A | N/A | -54.0 | 31.1 | 653.3 | -93.4 | 91.3 | 194.1 | -69.3 | 39.5 | 310.4 | -72.3 | -52.1 | 48.9 | 43.4 | -8.1 | 151.6 | -26.7 | -5.7 | -45.5 | 7.8 | 37.8 | -15.0 | 174.3 | -49.6 | -11.2 | -61.4 | 20.9 | 16.4 | 6.8 | 83.5 | -7.5 | 52.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1994
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