LIPIX vs. NASDX
LIPIX (BlackRock LifePath Index 2050 Fund Institutional) and NASDX (Shelton Capital Management Nasdaq-100 Index Fund Direct Shares) are both mutual funds - LIPIX is a Target Retirement Date fund tracking the BlackRock LifePath Index 2050 Custom Benchmark (USD), while NASDX is a Large Cap Growth Equities fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, LIPIX returned 11.50%/yr vs 21.08%/yr for NASDX. Their correlation of 0.85 means they have usually moved in the same direction. LIPIX charges 0.14%/yr vs 0.63%/yr for NASDX.
Performance
LIPIX vs. NASDX - Performance Comparison
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Returns By Period
In the year-to-date period, LIPIX achieves a 10.78% return, which is significantly lower than NASDX's 12.17% return. Over the past 10 years, LIPIX has underperformed NASDX with an annualized return of 11.50%, while NASDX has yielded a comparatively higher 21.08% annualized return.
LIPIX
- 1D
- 0.23%
- 1M
- -0.35%
- 6M
- 7.09%
- YTD
- 10.78%
- 1Y
- 22.43%
- 3Y*
- 17.25%
- 5Y*
- 9.80%
- 10Y*
- 11.50%
- ALL TIME*
- 9.96%
NASDX
- 1D
- 0.59%
- 1M
- -3.62%
- 6M
- 10.09%
- YTD
- 12.17%
- 1Y
- 24.90%
- 3Y*
- 25.86%
- 5Y*
- 16.19%
- 10Y*
- 21.08%
- ALL TIME*
- 8.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LIPIX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIPIX BlackRock LifePath Index 2050 Fund Institutional | 10.78% | 20.70% | 15.61% | 21.25% | -18.33% | 18.68% | 14.23% | 26.72% | -7.86% | 21.38% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 12.17% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Correlation
The correlation between LIPIX and NASDX is 0.89, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since May 31, 2011 | 0.85 |
The correlation between LIPIX and NASDX has been stable across timeframes, ranging from 0.85 to 0.89 - a consistent structural relationship.
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Return for Risk
LIPIX vs. NASDX — Risk / Return Rank
LIPIX
NASDX
LIPIX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2050 Fund Institutional (LIPIX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LIPIX | NASDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.21 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.90 | +0.45 |
| Martin ratioReturn relative to average drawdown | 9.84 | 6.14 | +3.71 |
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Drawdowns
LIPIX vs. NASDX - Drawdown Comparison
The maximum LIPIX drawdown since its inception was -34.29%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for LIPIX and NASDX.
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Drawdown Indicators
| LIPIX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.29% | -83.16% | +48.87% |
Max Drawdown (1Y)Largest decline over 1 year | -9.09% | -11.90% | +2.81% |
Max Drawdown (3Y)Largest decline over 3 years | -15.98% | -22.71% | +6.73% |
Max Drawdown (5Y)Largest decline over 5 years | -26.39% | -35.33% | +8.94% |
Max Drawdown (10Y)Largest decline over 10 years | -34.29% | -35.33% | +1.04% |
Current DrawdownCurrent decline from peak | -1.49% | -7.59% | +6.10% |
Average DrawdownAverage peak-to-trough decline | -4.44% | -34.18% | +29.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 3.67% | -1.51% |
Volatility
LIPIX vs. NASDX - Volatility Comparison
The current volatility for BlackRock LifePath Index 2050 Fund Institutional (LIPIX) is 3.65%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 6.80%. This indicates that LIPIX 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
| LIPIX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 6.80% | -3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.95% | 15.94% | -4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.07% | 19.35% | -6.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.63% | 23.53% | -7.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.47% | 22.87% | -6.40% |
LIPIX vs. NASDX - Expense Ratio Comparison
LIPIX has a 0.14% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Dividends
LIPIX vs. NASDX - Dividend Comparison
LIPIX's dividend yield for the trailing twelve months is around 2.54%, less than NASDX's 3.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIPIX BlackRock LifePath Index 2050 Fund Institutional | 2.54% | 2.77% | 2.45% | 2.10% | 2.03% | 2.15% | 1.08% | 3.29% | 2.37% | 2.31% | 1.57% | 3.12% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.21% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Frequently Asked Questions
LIPIX and NASDX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NASDX has higher volatility (6.80%) compared to LIPIX (3.65%). In terms of maximum drawdown, LIPIX dropped -34.29% vs NASDX's -83.16%.
LIPIX currently has the higher Sharpe Ratio (1.63 vs 1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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