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STLFX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 28.65 0(0.0%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 07/02/2008 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.68% |
| Expenses | 0.34% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 12.7 | 27.9 | 20.6 | 10.3 | 12.4 | 10.3 | 9.0 | 20.0 | 16.3 | 22.3 | -18.7 | 18.1 | 10.9 | 19.7 | 1.8 | 21.7 | 9.2 | -2.5 | 5.6 | 19.8 | 16.1 | -3.8 | 13.5 | 30.4 | -31.1 |
| Sharpe Ratio | NA | 1.85 | 1.87 | 1.15 | 0.47 | 0.63 | NA | 0.4 | 0.97 | 0.98 | 1.38 | -0.9 | 1.45 | 0.38 | 1.14 | 0.02 | 3.52 | 0.64 | -0.18 | 0.59 | 1.9 | 1.26 | -0.15 | 0.67 | 1.02 | -0.91 |
| Draw Down(%) | NA | 9.5 | 9.5 | 16.6 | 27.1 | 35.9 | NA | 50.4 | 16.6 | 8.1 | 11.5 | 27.0 | 5.5 | 35.9 | 11.4 | 17.6 | 1.6 | 11.5 | 13.2 | 7.7 | 7.4 | 11.2 | 21.4 | 15.9 | 28.9 | 46.4 |
| Standard Deviation(%) | NA | 16.0 | 13.5 | 15.1 | 16.5 | 17.1 | NA | 20.1 | 17.7 | 12.9 | 13.6 | 22.4 | 12.5 | 28.1 | 15.9 | 18.0 | 6.0 | 14.1 | 14.1 | 9.5 | 10.4 | 12.9 | 25.1 | 19.9 | 29.7 | 58.5 |
| Treynor Ratio | NA | 0.28 | 0.25 | 0.2 | 0.09 | 0.15 | NA | 0.09 | 0.22 | 0.13 | 0.2 | -0.22 | 0.2 | 0.18 | 0.48 | 0.01 | 0.29 | 0.09 | -0.03 | 0.07 | 0.22 | 0.18 | -0.04 | 0.13 | 0.28 | -0.49 |
| Alpha | NA | 0.03 | 0.01 | 0.01 | -0.01 | 0.01 | NA | -0.01 | 0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.03 | 0.02 | 0.02 | -0.01 | -0.01 | -0.02 | -0.03 | 0.01 | -0.02 | -0.01 | 0.01 | -0.02 |
| Beta | NA | 1.04 | 1.0 | 0.88 | 0.9 | 0.72 | NA | 0.89 | 0.79 | 0.96 | 0.95 | 0.9 | 0.9 | 0.59 | 0.38 | 0.39 | 0.72 | 1.02 | 0.88 | 0.8 | 0.89 | 0.9 | 1.04 | 1.06 | 1.08 | 1.07 |
| RSquared | NA | 0.82 | 0.82 | 0.76 | 0.85 | 0.57 | NA | 0.77 | 0.69 | 0.88 | 0.83 | 0.95 | 0.9 | 0.52 | 0.09 | 0.13 | 0.63 | 0.91 | 0.94 | 0.91 | 0.9 | 0.8 | 0.94 | 0.93 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.0 | 12.6 | 3.5 | 2.0 | 17.2 | 3.8 | 7.3 | 12.5 | 6.8 | 2.2 | 8.2 | 14.2 | 8.1 | 4.2 | 3.9 | 2.6 | 5.2 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -41.3 | 325.8 | 37.8 | -88.2 | 403.2 | -37.8 | -53.9 | 112.8 | 236.5 | -76.5 | -46.8 | 89.9 | 119.3 | -2.3 | 65.1 | -37.6 | 517.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2008
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