LINKX vs. NASDX
Compare and contrast key facts about BlackRock LifePath Index 2030 Fund (LINKX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
LINKX is managed by BlackRock. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
LINKX vs. NASDX - Performance Comparison
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LINKX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LINKX BlackRock LifePath Index 2030 Fund | -0.16% | 14.19% | 6.31% | 14.58% | -16.42% | 11.27% | 12.22% | 21.09% | -5.56% | 16.36% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -6.04% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, LINKX achieves a -0.16% return, which is significantly higher than NASDX's -6.04% return. Over the past 10 years, LINKX has underperformed NASDX with an annualized return of 7.36%, while NASDX has yielded a comparatively higher 19.48% annualized return.
LINKX
- 1D
- 1.51%
- 1M
- -3.19%
- YTD
- -0.16%
- 6M
- 1.40%
- 1Y
- 12.49%
- 3Y*
- 9.59%
- 5Y*
- 4.56%
- 10Y*
- 7.36%
NASDX
- 1D
- 3.39%
- 1M
- -5.03%
- YTD
- -6.04%
- 6M
- -4.08%
- 1Y
- 22.65%
- 3Y*
- 25.90%
- 5Y*
- 14.78%
- 10Y*
- 19.48%
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LINKX vs. NASDX - Expense Ratio Comparison
LINKX has a 0.09% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Return for Risk
LINKX vs. NASDX — Risk / Return Rank
LINKX
NASDX
LINKX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2030 Fund (LINKX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LINKX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.04 | +0.38 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.63 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.87 | +0.06 |
Martin ratioReturn relative to average drawdown | 8.99 | 7.07 | +1.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LINKX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.04 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.64 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.86 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.29 | +0.32 |
Correlation
The correlation between LINKX and NASDX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LINKX vs. NASDX - Dividend Comparison
LINKX's dividend yield for the trailing twelve months is around 3.32%, less than NASDX's 3.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LINKX BlackRock LifePath Index 2030 Fund | 3.32% | 3.32% | 0.02% | 2.53% | 2.58% | 2.52% | 1.27% | 3.26% | 2.44% | 2.33% | 2.41% | 3.08% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.80% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
LINKX vs. NASDX - Drawdown Comparison
The maximum LINKX drawdown since its inception was -24.19%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for LINKX and NASDX.
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Drawdown Indicators
| LINKX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.19% | -83.16% | +58.97% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -12.70% | +5.90% |
Max Drawdown (5Y)Largest decline over 5 years | -22.68% | -35.33% | +12.65% |
Max Drawdown (10Y)Largest decline over 10 years | -24.19% | -35.33% | +11.14% |
Current DrawdownCurrent decline from peak | -3.73% | -8.91% | +5.18% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -34.59% | +30.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 3.37% | -1.91% |
Volatility
LINKX vs. NASDX - Volatility Comparison
The current volatility for BlackRock LifePath Index 2030 Fund (LINKX) is 3.41%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 6.54%. This indicates that LINKX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LINKX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 6.54% | -3.13% |
Volatility (6M)Calculated over the trailing 6-month period | 5.13% | 12.89% | -7.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.11% | 22.75% | -13.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.97% | 23.07% | -13.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 22.63% | -11.76% |