It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
STLDX: BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 15.66 0(0.0%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 03/30/1994 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 4.30% |
| Expenses | 0.34% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
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(%) | 0.1 | 7.3 | 16.5 | 13.1 | 6.2 | 8.5 | 7.4 | 6.3 | 7.5 | 13.6 | 10.3 | 15.4 | -15.8 | 11.4 | 14.5 | 22.1 | -5.4 | 11.1 | 8.8 | -2.1 | 5.3 | 13.7 | 13.1 | -0.6 | 11.8 | 25.8 | -31.0 | 2.6 | 15.1 | 7.3 | 14.9 | 23.9 | -15.7 | -9.9 | -5.7 | 17.1 | 22.5 | 24.5 | 15.3 | 28.3 | 1.6 |
| Sharpe Ratio | NA | 1.62 | 1.8 | 1.08 | 0.34 | 0.61 | NA | NA | 0.41 | 1.04 | 0.79 | 1.23 | -1.11 | 1.34 | 0.73 | 2.75 | -0.69 | 1.68 | 0.83 | -0.2 | 0.75 | 1.71 | 1.4 | -0.04 | 0.8 | 1.14 | -0.97 | -0.04 | 1.24 | 0.61 | 1.41 | 1.95 | -0.84 | -0.76 | -0.58 | 0.58 | 1.17 | 1.76 | 1.24 | 3.54 | -0.13 |
| Draw Down(%) | NA | 5.6 | 5.6 | 9.5 | 22.6 | 27.0 | NA | NA | 48.4 | 9.5 | 4.5 | 9.1 | 22.2 | 3.8 | 27.0 | 4.1 | 12.9 | 5.2 | 8.1 | 10.4 | 5.6 | 6.4 | 8.0 | 15.4 | 11.7 | 23.0 | 43.1 | 8.7 | 8.4 | 5.3 | 7.2 | 10.4 | 26.4 | 24.6 | 12.8 | 12.3 | 17.2 | 6.8 | 5.9 | 3.9 | 4.9 |
| Standard Deviation(%) | NA | 9.7 | 8.0 | 9.5 | 10.9 | 11.2 | NA | NA | 14.1 | 10.4 | 8.4 | 9.6 | 15.6 | 8.5 | 19.5 | 7.5 | 9.9 | 6.2 | 10.3 | 10.4 | 7.0 | 8.0 | 9.4 | 17.9 | 14.6 | 22.6 | 32.8 | 13.2 | 9.5 | 8.3 | 9.8 | 11.9 | 20.0 | 16.5 | 17.1 | 23.6 | 16.3 | 11.8 | 9.4 | 6.9 | 8.7 |
| Treynor Ratio | NA | 0.16 | 0.15 | 0.11 | 0.04 | 0.08 | NA | NA | 0.06 | 0.12 | 0.06 | 0.11 | -0.17 | 0.12 | 0.2 | 0.3 | -0.11 | 0.13 | 0.09 | -0.02 | 0.06 | 0.16 | 0.16 | -0.01 | 0.13 | 0.27 | -0.34 | -0.01 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.95 | 0.96 | 0.98 | 1.0 | 0.85 | NA | NA | 0.91 | 0.91 | 1.06 | 1.05 | 1.02 | 0.98 | 0.73 | 0.69 | 0.62 | 0.83 | 0.98 | 0.97 | 0.82 | 0.88 | 0.8 | 0.92 | 0.93 | 0.97 | 0.95 | 0.94 | 0.98 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.96 | 0.94 | 0.84 | 0.91 | 0.73 | NA | NA | 0.55 | 0.75 | 0.97 | 0.86 | 0.98 | 0.9 | 0.64 | 0.47 | 0.41 | 0.37 | 0.96 | 0.98 | 0.92 | 0.93 | 0.8 | 0.98 | 0.95 | 0.99 | 0.99 | 0.97 | 0.54 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.3 | 5.2 | 5.6 | 6.9 | 6.7 | 5.7 | N/A | 4.5 | 7.4 | 3.5 | 1.7 | 16.1 | 5.4 | 7.3 | 11.3 | 9.2 | 2.8 | 8.3 | 13.4 | 8.4 | 4.9 | 2.9 | 1.8 | 3.2 | 2.0 | 6.9 | 5.1 | 4.1 | 8.9 | 1.4 | 2.1 | 4.8 | 5.9 | 17.1 | 6.6 | 5.1 | 2.3 | 2.5 | 2.5 |
| Dividend Growth(%) | N/A | -100.0 | -37.8 | -42.3 | -8.2 | 8.2 | 23.3 | N/A | N/A | -37.8 | 133.3 | 73.1 | -90.0 | 219.4 | -14.1 | -46.2 | 25.8 | 255.0 | -70.6 | -43.1 | 65.1 | 87.1 | 60.7 | 82.7 | -33.6 | 9.2 | -72.0 | 47.0 | 31.5 | -51.9 | 684.4 | -45.8 | -62.4 | -27.8 | -66.1 | 196.4 | 55.7 | 147.3 | 17.1 | -2.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1994
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2026-2030
Best Mutual Funds
- TRRCX (T. Rowe Price Retirement 2030 Fund) (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) (95%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) (92%)
- PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) (90%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) (88%)
Latest Articles Related to STLDX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
