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BlackRock LifePath Dynamic 2050 Fund (STLFX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US06739T5561

CUSIP

06739T556

Issuer

Blackrock

Inception Date

Jun 29, 2008

Min. Investment

$2,000,000

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

STLFX features an expense ratio of 0.49%, falling within the medium range.


Expense ratio chart for STLFX: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BlackRock LifePath Dynamic 2050 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
0.43%
9.31%
STLFX (BlackRock LifePath Dynamic 2050 Fund)
Benchmark (^GSPC)

Returns By Period

BlackRock LifePath Dynamic 2050 Fund had a return of 5.42% year-to-date (YTD) and 11.83% in the last 12 months. Over the past 10 years, BlackRock LifePath Dynamic 2050 Fund had an annualized return of 4.43%, while the S&P 500 had an annualized return of 11.31%, indicating that BlackRock LifePath Dynamic 2050 Fund did not perform as well as the benchmark.


STLFX

YTD

5.42%

1M

3.40%

6M

0.42%

1Y

11.83%

5Y*

6.72%

10Y*

4.43%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of STLFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.20%5.42%
20240.05%4.34%3.58%-4.31%4.95%0.98%2.13%2.75%2.15%-2.50%4.23%-8.98%8.72%
20237.62%-3.21%2.92%1.38%-1.72%6.38%3.45%-2.87%-4.53%-2.90%9.33%5.69%22.31%
2022-4.61%-3.33%1.63%-7.68%0.51%-8.43%5.87%-4.34%-9.46%6.10%8.77%-4.45%-19.50%
2021-0.40%3.26%2.41%4.49%1.69%-0.93%0.68%1.91%-4.25%5.01%-2.48%-3.29%7.86%
2020-1.32%-7.80%-14.93%10.62%4.77%1.93%6.73%6.25%-3.71%-2.26%11.94%5.04%14.74%
20198.82%2.31%1.48%2.69%-5.24%6.03%0.00%-2.22%2.25%2.63%2.52%-0.86%21.57%
20184.50%-4.22%-1.05%1.04%1.12%-2.10%2.37%1.16%0.34%-7.42%1.68%-16.32%-18.91%
20172.42%2.58%0.69%1.78%1.85%0.82%2.16%0.58%1.94%2.16%2.21%-2.29%18.13%
2016-5.65%-0.79%7.66%1.25%0.79%-0.22%4.15%-0.32%0.71%-2.53%1.44%2.01%8.20%
2015-1.12%4.80%-1.09%1.40%0.25%-2.87%0.81%-6.25%-2.92%6.67%-0.52%-7.73%-9.09%
2014-2.90%4.53%0.09%0.51%2.07%-0.59%-1.37%2.45%-3.14%1.91%1.14%-10.92%-6.89%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of STLFX is 46, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of STLFX is 4646
Overall Rank
The Sharpe Ratio Rank of STLFX is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of STLFX is 3737
Sortino Ratio Rank
The Omega Ratio Rank of STLFX is 4040
Omega Ratio Rank
The Calmar Ratio Rank of STLFX is 6666
Calmar Ratio Rank
The Martin Ratio Rank of STLFX is 4747
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for BlackRock LifePath Dynamic 2050 Fund (STLFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for STLFX, currently valued at 0.80, compared to the broader market-1.000.001.002.003.004.000.801.74
The chart of Sortino ratio for STLFX, currently valued at 1.12, compared to the broader market0.002.004.006.008.0010.0012.001.122.35
The chart of Omega ratio for STLFX, currently valued at 1.16, compared to the broader market1.002.003.004.001.161.32
The chart of Calmar ratio for STLFX, currently valued at 1.04, compared to the broader market0.005.0010.0015.0020.001.042.61
The chart of Martin ratio for STLFX, currently valued at 3.14, compared to the broader market0.0020.0040.0060.0080.003.1410.66
STLFX
^GSPC

The current BlackRock LifePath Dynamic 2050 Fund Sharpe ratio is 0.80. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of BlackRock LifePath Dynamic 2050 Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
0.80
1.74
STLFX (BlackRock LifePath Dynamic 2050 Fund)
Benchmark (^GSPC)

Dividends

Dividend History

BlackRock LifePath Dynamic 2050 Fund provided a 4.69% dividend yield over the last twelve months, with an annual payout of $1.11 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.11$1.11$0.63$0.29$1.69$0.52$0.42$0.42$0.41$0.38$0.30$0.34

Dividend yield

4.69%4.95%2.91%1.59%7.33%2.27%2.06%2.44%1.88%2.02%1.72%1.75%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock LifePath Dynamic 2050 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.87$1.11
2023$0.00$0.00$0.05$0.00$0.00$0.12$0.00$0.00$0.08$0.00$0.00$0.38$0.63
2022$0.00$0.00$0.21$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.00$0.29
2021$0.00$0.00$0.15$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$1.44$1.69
2020$0.00$0.00$0.05$0.00$0.00$0.05$0.26$0.00$0.09$0.00$0.00$0.07$0.52
2019$0.00$0.00$0.02$0.00$0.00$0.11$0.00$0.00$0.07$0.00$0.00$0.22$0.42
2018$0.00$0.00$0.10$0.00$0.00$0.15$0.00$0.00$0.08$0.00$0.00$0.09$0.42
2017$0.00$0.00$0.04$0.00$0.00$0.10$0.00$0.00$0.08$0.00$0.00$0.20$0.41
2016$0.00$0.00$0.06$0.00$0.00$0.11$0.00$0.00$0.05$0.00$0.00$0.16$0.38
2015$0.00$0.00$0.05$0.00$0.00$0.10$0.00$0.00$0.07$0.00$0.00$0.09$0.30
2014$0.08$0.00$0.00$0.11$0.00$0.00$0.05$0.00$0.00$0.10$0.34

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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.83%
0
STLFX (BlackRock LifePath Dynamic 2050 Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the BlackRock LifePath Dynamic 2050 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 2050 Fund was 50.36%, occurring on Mar 9, 2009. Recovery took 491 trading sessions.

The current BlackRock LifePath Dynamic 2050 Fund drawdown is 4.83%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.36%Jul 24, 2008157Mar 9, 2009491Feb 16, 2011648
-37.67%Jan 30, 2018540Mar 23, 2020166Nov 16, 2020706
-32.83%Nov 9, 2021235Oct 14, 2022397May 15, 2024632
-29.41%Jun 23, 2014414Feb 11, 2016413Oct 2, 2017827
-21.72%May 3, 2011107Oct 3, 2011303Dec 18, 2012410

Volatility

Volatility Chart

The current BlackRock LifePath Dynamic 2050 Fund volatility is 2.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
2.78%
3.07%
STLFX (BlackRock LifePath Dynamic 2050 Fund)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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