LINKX vs. STLDX
Compare and contrast key facts about BlackRock LifePath Index 2030 Fund (LINKX) and BlackRock LifePath Dynamic 2030 Fund (STLDX).
LINKX is managed by BlackRock. STLDX is managed by BlackRock. It was launched on Feb 28, 1994.
Performance
LINKX vs. STLDX - Performance Comparison
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LINKX vs. STLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LINKX BlackRock LifePath Index 2030 Fund | -1.64% | 14.19% | 6.31% | 14.58% | -16.42% | 11.27% | 12.22% | 21.09% | -5.56% | 16.36% |
STLDX BlackRock LifePath Dynamic 2030 Fund | -1.78% | 13.59% | 3.65% | 15.65% | -15.85% | 11.43% | 13.06% | 22.09% | -5.41% | 15.48% |
Returns By Period
In the year-to-date period, LINKX achieves a -1.64% return, which is significantly higher than STLDX's -1.78% return. Both investments have delivered pretty close results over the past 10 years, with LINKX having a 7.20% annualized return and STLDX not far ahead at 7.28%.
LINKX
- 1D
- 0.16%
- 1M
- -5.02%
- YTD
- -1.64%
- 6M
- 0.25%
- 1Y
- 11.21%
- 3Y*
- 9.05%
- 5Y*
- 4.44%
- 10Y*
- 7.20%
STLDX
- 1D
- 0.00%
- 1M
- -5.41%
- YTD
- -1.78%
- 6M
- -0.30%
- 1Y
- 10.99%
- 3Y*
- 8.11%
- 5Y*
- 4.08%
- 10Y*
- 7.28%
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LINKX vs. STLDX - Expense Ratio Comparison
LINKX has a 0.09% expense ratio, which is lower than STLDX's 0.49% expense ratio.
Return for Risk
LINKX vs. STLDX — Risk / Return Rank
LINKX
STLDX
LINKX vs. STLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2030 Fund (LINKX) and BlackRock LifePath Dynamic 2030 Fund (STLDX). 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 | STLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.10 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.58 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.39 | +0.20 |
Martin ratioReturn relative to average drawdown | 7.50 | 6.65 | +0.85 |
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 | STLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.10 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.37 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.65 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.50 | +0.11 |
Correlation
The correlation between LINKX and STLDX is 0.95, 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. STLDX - Dividend Comparison
LINKX's dividend yield for the trailing twelve months is around 3.37%, less than STLDX's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LINKX BlackRock LifePath Index 2030 Fund | 3.37% | 3.32% | 0.02% | 2.53% | 2.58% | 2.52% | 1.27% | 3.26% | 2.44% | 2.33% | 2.41% | 3.08% |
STLDX BlackRock LifePath Dynamic 2030 Fund | 4.16% | 4.09% | 0.96% | 3.16% | 2.04% | 16.80% | 3.86% | 6.33% | 13.50% | 12.92% | 2.00% | 9.25% |
Drawdowns
LINKX vs. STLDX - Drawdown Comparison
The maximum LINKX drawdown since its inception was -24.19%, smaller than the maximum STLDX drawdown of -48.43%. Use the drawdown chart below to compare losses from any high point for LINKX and STLDX.
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Drawdown Indicators
| LINKX | STLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.19% | -48.43% | +24.24% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -7.32% | +0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -22.68% | -22.56% | -0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -24.19% | -26.95% | +2.76% |
Current DrawdownCurrent decline from peak | -5.16% | -5.60% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -8.28% | +4.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 1.53% | -0.09% |
Volatility
LINKX vs. STLDX - Volatility Comparison
The current volatility for BlackRock LifePath Index 2030 Fund (LINKX) is 2.94%, while BlackRock LifePath Dynamic 2030 Fund (STLDX) has a volatility of 3.45%. This indicates that LINKX experiences smaller price fluctuations and is considered to be less risky than STLDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LINKX | STLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 3.45% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 4.92% | 5.84% | -0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.01% | 10.24% | -1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 11.18% | -1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.86% | 11.27% | -0.41% |