Find A Portfolio/Ticker
Comparison Box
STLDX: BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 13.4 0(0.0%) April 25
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 03/30/1994 |
| Last Dividend Date: | 06/28/2024 |
| 12-Mo. Yield | 0.98% |
| Expenses | 0.34% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/1994 |
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(%) | 2.1 | 0.1 | 2.5 | 3.6 | 4.8 | 3.9 | 5.3 | 4.9 | 6.4 | 3.9 | 15.4 | -16.3 | -0.2 | 11.7 | 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 | -0.16 | -0.31 | -0.06 | 0.18 | 0.18 | NA | NA | 0.32 | -0.27 | 1.16 | -1.14 | -0.02 | 0.59 | 2.76 | -0.68 | 1.68 | 0.83 | -0.2 | 0.75 | 1.71 | 1.4 | -0.04 | 0.8 | 1.14 | -0.97 | -0.03 | 1.25 | 0.62 | 1.42 | 1.95 | -0.84 | -0.75 | -0.57 | 0.59 | 1.18 | 1.77 | 1.25 | 3.56 | -0.12 |
| Draw Down(%) | NA | 9.5 | 14.5 | 14.5 | 28.8 | 28.8 | NA | NA | 48.4 | 8.8 | 9.1 | 22.6 | 8.1 | 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 | 15.2 | 12.4 | 12.3 | 12.4 | 11.9 | NA | NA | 14.4 | 10.1 | 9.6 | 15.6 | 12.2 | 19.6 | 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 | -0.02 | -0.04 | -0.01 | 0.02 | 0.03 | NA | NA | 0.05 | -0.03 | 0.11 | -0.17 | 0.0 | 0.17 | 0.3 | -0.11 | 0.13 | 0.09 | -0.02 | 0.06 | 0.16 | 0.16 | -0.01 | 0.13 | 0.27 | -0.34 | 0.0 | 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 | -0.03 | -0.01 | -0.01 | -0.01 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | -0.04 | 0.01 | 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 | 1.02 | 1.01 | 1.03 | 1.01 | 0.86 | NA | NA | 0.91 | 0.82 | 1.01 | 1.02 | 1.02 | 0.69 | 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 | 0.97 | 0.74 | 0.88 | 0.81 | 0.7 | NA | NA | 0.54 | 0.52 | 0.8 | 0.98 | 0.51 | 0.57 | 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 | 1.0 | 1.6 | 3.0 | 4.6 | 5.6 | 5.2 | N/A | 1.0 | 3.5 | 1.2 | 4.9 | 2.9 | 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 | -65.3 | -70.5 | -66.2 | -11.3 | -2.8 | N/A | N/A | -68.7 | 136.8 | -75.9 | 79.6 | -53.5 | -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) 0.27% (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) 0.25% (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) 0.37% (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) 0.40% (95%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) 0.0% (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) 0.22% (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) 0.43% (92%)
- PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) 0.41% (90%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) 0.33% (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 >>
