LPJIX vs. NASDX
Compare and contrast key facts about BlackRock LifePath Dynamic 2035 Fund (LPJIX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
LPJIX is managed by BlackRock. It was launched on Jun 29, 2010. 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
LPJIX vs. NASDX - Performance Comparison
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LPJIX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPJIX BlackRock LifePath Dynamic 2035 Fund | -2.32% | 15.27% | 4.57% | 17.50% | -16.57% | 12.73% | 13.52% | 23.67% | -6.36% | 18.98% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 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, LPJIX achieves a -2.32% return, which is significantly higher than NASDX's -9.12% return. Over the past 10 years, LPJIX has underperformed NASDX with an annualized return of 8.05%, while NASDX has yielded a comparatively higher 19.08% annualized return.
LPJIX
- 1D
- 0.00%
- 1M
- -6.39%
- YTD
- -2.32%
- 6M
- -0.58%
- 1Y
- 12.67%
- 3Y*
- 9.15%
- 5Y*
- 4.67%
- 10Y*
- 8.05%
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
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LPJIX vs. NASDX - Expense Ratio Comparison
LPJIX has a 0.48% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Return for Risk
LPJIX vs. NASDX — Risk / Return Rank
LPJIX
NASDX
LPJIX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2035 Fund (LPJIX) 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.
| LPJIX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.88 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.40 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.31 | +0.05 |
Martin ratioReturn relative to average drawdown | 6.49 | 5.01 | +1.48 |
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
| LPJIX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.88 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.63 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.85 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.29 | +0.34 |
Correlation
The correlation between LPJIX and NASDX is 0.82, 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
LPJIX vs. NASDX - Dividend Comparison
LPJIX's dividend yield for the trailing twelve months is around 4.07%, more than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPJIX BlackRock LifePath Dynamic 2035 Fund | 4.07% | 3.98% | 0.77% | 3.17% | 2.12% | 11.29% | 1.89% | 5.20% | 11.21% | 8.99% | 1.89% | 4.52% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
LPJIX vs. NASDX - Drawdown Comparison
The maximum LPJIX drawdown since its inception was -29.86%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for LPJIX and NASDX.
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Drawdown Indicators
| LPJIX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.86% | -83.16% | +53.30% |
Max Drawdown (1Y)Largest decline over 1 year | -8.49% | -12.70% | +4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -35.33% | +11.62% |
Max Drawdown (10Y)Largest decline over 10 years | -29.86% | -35.33% | +5.47% |
Current DrawdownCurrent decline from peak | -6.64% | -11.90% | +5.26% |
Average DrawdownAverage peak-to-trough decline | -3.96% | -34.59% | +30.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 3.32% | -1.53% |
Volatility
LPJIX vs. NASDX - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic 2035 Fund (LPJIX) is 4.14%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.38%. This indicates that LPJIX 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
| LPJIX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 5.38% | -1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 7.04% | 12.45% | -5.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.22% | 22.55% | -10.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.69% | 23.03% | -10.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.89% | 22.61% | -9.72% |