Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) | 5.71% | 6.47% | 3.39% | -0.08% | 2.65% | 3.74% | 3.81% | 4.78% |
Data as of 08/01/2025, AR inception is 03/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) | 03/30/1994 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.81 | 6.47 | 3.39 | -0.08 | 2.65 | 3.74 | 3.81 | 4.78 | 5.71 | 2.10 | 7.43 | -14.85 | -3.53 | 8.68 | 16.90 | -3.69 | 7.98 | 6.12 | -1.52 | 4.75 | 6.26 | 8.61 | 3.96 | 9.33 | 18.53 | -15.03 | 4.50 | 8.80 | 4.22 | 6.18 | 11.95 | -2.71 | 3.61 | 4.73 | 4.85 | 10.33 | 10.71 | 5.99 | 15.97 | -0.33 |
| Sharpe Ratio | NA | 0.45 | 0.04 | -0.18 | 0.15 | NA | NA | 0.40 | 0.85 | -0.18 | 0.37 | -1.35 | -0.36 | 0.63 | 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 |
| Standard Deviation(%) | NA | 8.72 | 10.15 | 10.12 | 8.82 | NA | NA | 7.45 | 9.80 | 8.53 | 10.26 | 12.11 | 9.82 | 13.24 | 4.63 | 6.00 | 4.37 | 5.63 | 5.61 | 3.92 | 5.04 | 4.75 | 8.56 | 7.24 | 11.05 | 15.22 | 6.06 | 5.09 | 4.27 | 4.89 | 5.29 | 7.79 | 4.62 | 4.48 | 4.15 | 9.27 | 3.91 | 4.30 | 3.44 | 4.99 |
| Draw Down(%) | NA | 8.68 | 11.42 | 26.64 | 26.64 | NA | NA | 26.64 | 7.46 | 5.32 | 7.88 | 20.05 | 8.23 | 18.99 | 1.85 | 8.23 | 3.95 | 3.68 | 6.77 | 3.19 | 5.21 | 3.60 | 6.69 | 5.24 | 12.05 | 25.45 | 4.06 | 3.56 | 2.67 | 5.18 | 4.42 | 8.43 | 3.07 | 2.37 | 2.73 | 8.14 | 2.66 | 3.01 | 1.85 | 2.60 |
| Yield(%) | 0.00 | 4.48 | 2.96 | 2.66 | 3.68 | 4.54 | 4.40 | 5.28 | 0.30 | 4.91 | 3.97 | 0.97 | 3.47 | 2.73 | 2.90 | 8.33 | 6.07 | 1.56 | 5.20 | 10.28 | 6.80 | 4.95 | 5.29 | 2.24 | 3.52 | 3.08 | 5.58 | 5.31 | 3.91 | 4.66 | 1.85 | 3.47 | 3.90 | 9.63 | 7.70 | 6.81 | 6.67 | 3.69 | 4.45 | 2.82 |
Data as of 08/01/2025, AR inception is 03/30/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) |
-4.85%
Apr 2021 - Apr 2024 |
-0.72%
Feb 2004 - Feb 2009 |
1.84%
Sep 2012 - Sep 2022 |
2.67%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) |
15.24%
Feb 2009 - Feb 2012 |
11.45%
Feb 2009 - Feb 2014 |
7.43%
Feb 2009 - Feb 2019 |
5.89%
Dec 1994 - Dec 2009 |
Annualized Rolling Returns Comparison Chart