BlackRock LifePath Dynamic Retirement Fund (STLAX)
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund allocates and reallocates its assets among a combination of equity, bond and money market funds (the "underlying funds") and derivatives in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds ("ETFs"), some of which may be index funds. The fund may, when consistent with its investment goal, buy or sell options or futures, or enter into total return swaps and foreign currency transactions.
Fund Info
US0669226005
066922600
Feb 28, 1994
$2,000,000
Large-Cap
Blend
Expense Ratio
STLAX has an expense ratio of 0.51%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
BlackRock LifePath Dynamic Retirement Fund (STLAX) returned 3.68% year-to-date (YTD) and 8.93% over the past 12 months. Over the past 10 years, STLAX returned 4.85% annually, underperforming the S&P 500 benchmark at 10.85%.
STLAX
3.68%
2.13%
1.21%
8.93%
4.70%
4.91%
4.85%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of STLAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.73% | 0.74% | -1.69% | 0.75% | 2.13% | 3.68% | |||||||
| 2024 | 0.21% | 1.26% | 2.08% | -2.95% | 3.14% | 0.96% | 2.12% | 1.87% | 1.73% | -2.24% | 2.53% | -2.39% | 8.39% |
| 2023 | 5.23% | -2.80% | 2.60% | 0.83% | -1.34% | 2.66% | 1.54% | -1.72% | -3.38% | -2.26% | 6.48% | -0.12% | 7.43% |
| 2022 | -3.40% | -2.00% | -0.55% | -5.18% | 0.31% | -4.88% | 4.75% | -3.02% | -6.87% | 2.30% | 5.74% | -2.34% | -14.86% |
| 2021 | -0.43% | 0.34% | 0.74% | 2.31% | 1.09% | 0.63% | 0.77% | 0.85% | -2.06% | 1.80% | -1.18% | 1.90% | 6.87% |
| 2020 | 0.45% | -2.89% | -7.99% | 6.49% | 2.76% | 2.06% | 4.14% | 2.22% | -1.67% | -1.15% | 6.82% | 2.58% | 13.65% |
| 2019 | 4.95% | 1.18% | 1.82% | 1.25% | -1.70% | 3.74% | 0.19% | 0.09% | 0.62% | 1.30% | 1.10% | 1.36% | 16.91% |
| 2018 | 1.64% | -1.88% | -0.46% | 0.46% | 0.83% | -0.19% | 1.20% | 0.73% | 0.13% | -4.10% | 0.85% | -2.77% | -3.65% |
| 2017 | 1.30% | 1.19% | 0.33% | 1.17% | 1.16% | 0.30% | 1.10% | 0.54% | 1.60% | 0.98% | 0.70% | 0.73% | 11.67% |
| 2016 | -1.55% | 0.20% | 3.55% | 0.95% | 0.28% | 0.91% | 2.06% | 0.09% | 0.26% | -1.38% | -0.28% | 0.76% | 5.92% |
| 2015 | 0.63% | 1.62% | -0.46% | 0.62% | -0.09% | -1.37% | 0.27% | -2.73% | -1.31% | 2.85% | -0.18% | -1.28% | -1.53% |
| 2014 | -0.43% | 2.23% | -0.08% | 0.51% | 1.42% | 1.05% | -1.00% | 1.68% | -2.03% | 1.18% | 0.75% | -0.57% | 4.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 78, STLAX is among the top 22% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BlackRock LifePath Dynamic Retirement Fund (STLAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
BlackRock LifePath Dynamic Retirement Fund provided a 10.82% dividend yield over the last twelve months, with an annual payout of $1.04 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.04 | $1.04 | $0.79 | $0.11 | $1.58 | $0.83 | $0.28 | $0.92 | $1.01 | $0.16 | $0.58 | $1.21 |
Dividend yield | 10.82% | 11.22% | 8.34% | 1.15% | 14.52% | 7.07% | 2.55% | 9.45% | 9.20% | 1.48% | 5.59% | 10.89% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock LifePath Dynamic Retirement Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.27 | $1.04 |
| 2023 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.62 | $0.79 |
| 2022 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 |
| 2021 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $1.04 | $1.58 |
| 2020 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.12 | $0.08 | $0.00 | $0.06 | $0.00 | $0.00 | $0.53 | $0.83 |
| 2019 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.16 | $0.28 |
| 2018 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.63 | $0.92 |
| 2017 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.53 | $1.01 |
| 2016 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.02 | $0.16 |
| 2015 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.33 | $0.58 |
| 2014 | $0.05 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.91 | $1.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock LifePath Dynamic Retirement Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BlackRock LifePath Dynamic Retirement Fund was 25.68%, occurring on Mar 9, 2009. Recovery took 209 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.68% | May 20, 2008 | 201 | Mar 9, 2009 | 209 | Jan 5, 2010 | 410 |
| -20.57% | Nov 10, 2021 | 234 | Oct 14, 2022 | 484 | Sep 19, 2024 | 718 |
| -18.99% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
| -8.43% | Mar 7, 2002 | 150 | Oct 9, 2002 | 147 | May 12, 2003 | 297 |
| -8.29% | Apr 27, 2015 | 186 | Jan 20, 2016 | 118 | Jul 8, 2016 | 304 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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