Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/05/2020.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STLCX (BLACKROCK LIFEPATH DYNAMIC 2020 FUND INSTITUTIONAL SHARES) | NA | 7.76% | 6.74% | 5.06% | 6.33% | 5.09% | 4.16% | 6.84% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STLCX (BLACKROCK LIFEPATH DYNAMIC 2020 FUND INSTITUTIONAL SHARES) | 03/30/1994 | 03/05/2020 |
The return data shown below all have the same latest date: 03/05/2020.
AR inception is since 03/30/1994.
AR inception is since 03/30/1994.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.00 | 7.76 | 6.74 | 5.06 | 6.33 | 5.09 | 4.16 | 6.84 | 0.00 | 14.91 | -3.97 | 13.08 | 6.57 | -1.78 | 5.06 | 9.67 | 11.00 | 1.47 | 10.91 | 22.71 | -25.42 | 3.34 | 13.01 | 6.32 | 9.11 | 20.61 | -12.59 | -6.42 | -3.74 | 14.12 | 19.61 | 21.20 | 13.22 | 25.24 | 0.76 |
| Sharpe Ratio | NA | 0.70 | 0.80 | 0.62 | 0.73 | NA | NA | 0.44 | 0.00 | 1.41 | -0.79 | 3.85 | 0.90 | -0.25 | 0.98 | 1.51 | 1.56 | 0.11 | 0.95 | 1.26 | -1.01 | 0.03 | 1.22 | 0.60 | 1.06 | 1.97 | -0.80 | -0.67 | -0.56 | 0.99 | 1.24 | 1.80 | 1.20 | 3.59 | -0.33 |
| Standard Deviation(%) | NA | 9.19 | 6.99 | 6.99 | 8.12 | NA | NA | 11.20 | NA | 9.58 | 6.72 | 3.25 | 7.06 | 7.26 | 5.17 | 6.39 | 7.08 | 13.39 | 11.44 | 17.96 | 26.02 | 10.62 | 7.97 | 6.92 | 7.70 | 10.13 | 17.10 | 13.23 | 13.92 | 10.98 | 13.13 | 9.76 | 8.04 | 5.96 | 6.67 |
| Draw Down(%) | NA | 5.67 | 9.11 | 10.41 | 11.24 | NA | NA | 40.66 | 0.00 | 5.67 | 9.11 | 1.17 | 5.21 | 8.17 | 4.18 | 5.75 | 5.88 | 11.24 | 8.91 | 18.84 | 36.97 | 7.10 | 6.76 | 4.43 | 6.08 | 8.93 | 22.33 | 19.31 | 9.87 | 6.72 | 13.46 | 5.65 | 4.98 | 3.26 | 4.28 |
| Yield(%) | 0.00 | 7.52 | 7.31 | 5.96 | 6.46 | 5.31 | 4.34 | 7.81 | 0.00 | 8.01 | 8.70 | 5.63 | 1.63 | 7.48 | 11.61 | 7.47 | 3.06 | 5.84 | 1.86 | 3.43 | 2.54 | 6.21 | 2.57 | 2.13 | 1.33 | 1.56 | 1.49 | 1.62 | 6.72 | 12.07 | 8.02 | 6.55 | 2.65 | 3.09 | 2.59 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLCX (BLACKROCK LIFEPATH DYNAMIC 2020 FUND INSTITUTIONAL SHARES) |
-9.50%
Feb 2006 - Feb 2009 |
-2.97%
Feb 2004 - Feb 2009 |
-0.37%
Feb 1999 - Feb 2009 |
3.22%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLCX (BLACKROCK LIFEPATH DYNAMIC 2020 FUND INSTITUTIONAL SHARES) |
20.61%
Mar 1995 - Mar 1998 |
18.60%
Dec 1994 - Dec 1999 |
9.39%
Feb 2009 - Feb 2019 |
7.01%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart