Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) | 7.26% | 16.45% | 13.18% | 6.09% | 8.37% | 7.50% | 6.29% | … | … |
Data as of 06/05/2026, Common starting date is 03/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) | 03/30/1994 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.13 | 16.45 | 13.18 | 6.09 | 8.37 | 7.50 | 6.29 | … | … | 7.26 | 13.60 | 10.31 | 15.38 | -15.84 | 11.44 | 14.52 | 22.06 | -5.40 | 11.10 | 8.80 | -2.08 | 5.26 | 13.69 | 13.13 | -0.63 | 11.85 | 25.77 | -31.01 | 2.61 | 15.09 | 7.32 | 14.86 | 23.85 | -15.75 | -9.90 | -5.70 | 17.11 | 22.48 | 24.49 | 15.31 | 28.30 | 1.62 |
| Sharpe Ratio | NA | 1.73 | 1.04 | 0.33 | 0.60 | NA | NA | … | … | 1.61 | 1.04 | 0.79 | 1.23 | -1.11 | 1.34 | 0.73 | 2.75 | -0.69 | 1.68 | 0.83 | -0.20 | 0.75 | 1.71 | 1.40 | -0.04 | 0.80 | 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 |
| Standard Deviation(%) | NA | 7.98 | 9.51 | 10.85 | 11.19 | NA | NA | … | … | 9.49 | 10.35 | 8.43 | 9.64 | 15.62 | 8.54 | 19.52 | 7.48 | 9.88 | 6.25 | 10.33 | 10.43 | 6.96 | 8.00 | 9.41 | 17.89 | 14.64 | 22.58 | 32.85 | 13.23 | 9.48 | 8.26 | 9.81 | 11.89 | 20.04 | 16.46 | 17.08 | 23.63 | 16.26 | 11.76 | 9.35 | 6.87 | 8.72 |
| Draw Down(%) | NA | 5.60 | 9.46 | 22.56 | 26.95 | NA | NA | … | … | 5.60 | 9.46 | 4.53 | 9.15 | 22.19 | 3.78 | 26.95 | 4.09 | 12.90 | 5.22 | 8.11 | 10.38 | 5.56 | 6.43 | 7.96 | 15.41 | 11.69 | 23.02 | 43.08 | 8.70 | 8.35 | 5.34 | 7.24 | 10.37 | 26.45 | 24.61 | 12.78 | 12.30 | 17.16 | 6.80 | 5.92 | 3.89 | 4.87 |
| Yield(%) | 0.00 | 4.27 | 5.19 | 5.64 | 6.85 | 6.71 | 5.68 | … | … | 0.00 | 4.47 | 7.45 | 3.53 | 1.69 | 16.11 | 5.44 | 7.27 | 11.27 | 9.22 | 2.76 | 8.31 | 13.42 | 8.42 | 4.93 | 2.93 | 1.76 | 3.21 | 2.03 | 6.89 | 5.07 | 4.09 | 8.90 | 1.35 | 2.09 | 4.85 | 5.90 | 17.09 | 6.64 | 5.14 | 2.31 | 2.50 | 2.53 |
Data as of 06/05/2026, Common starting date is 03/30/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) |
-12.61%
Feb 2006 – Feb 2009 |
-3.83%
Feb 2004 – Feb 2009 |
-1.17%
Feb 1999 – Feb 2009 |
3.09%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) |
23.83%
Mar 1995 – Mar 1998 |
21.44%
Dec 1994 – Dec 1999 |
10.60%
Feb 2009 – Feb 2019 |
9.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart