LPWRX vs. NASDX
Compare and contrast key facts about BlackRock LifePath Dynamic 2065 Fund (LPWRX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
LPWRX is managed by BlackRock. It was launched on Oct 29, 2019. 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
LPWRX vs. NASDX - Performance Comparison
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LPWRX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LPWRX BlackRock LifePath Dynamic 2065 Fund | -4.46% | 20.43% | 8.99% | 22.14% | -18.94% | 17.84% | 13.47% | 5.28% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 8.29% |
Returns By Period
In the year-to-date period, LPWRX achieves a -4.46% return, which is significantly higher than NASDX's -9.12% return.
LPWRX
- 1D
- -0.27%
- 1M
- -9.45%
- YTD
- -4.46%
- 6M
- -2.11%
- 1Y
- 16.58%
- 3Y*
- 12.64%
- 5Y*
- 6.79%
- 10Y*
- —
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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LPWRX vs. NASDX - Expense Ratio Comparison
LPWRX has a 0.93% expense ratio, which is higher than NASDX's 0.63% expense ratio.
Return for Risk
LPWRX vs. NASDX — Risk / Return Rank
LPWRX
NASDX
LPWRX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2065 Fund (LPWRX) 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.
| LPWRX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.88 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.40 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.31 | -0.11 |
Martin ratioReturn relative to average drawdown | 5.56 | 5.01 | +0.54 |
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
| LPWRX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.88 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.63 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.29 | +0.20 |
Correlation
The correlation between LPWRX 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
LPWRX vs. NASDX - Dividend Comparison
LPWRX's dividend yield for the trailing twelve months is around 2.37%, less than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPWRX BlackRock LifePath Dynamic 2065 Fund | 2.37% | 2.26% | 1.00% | 2.07% | 2.35% | 9.34% | 1.00% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% |
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
LPWRX vs. NASDX - Drawdown Comparison
The maximum LPWRX drawdown since its inception was -33.27%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for LPWRX and NASDX.
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Drawdown Indicators
| LPWRX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.27% | -83.16% | +49.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -12.70% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -27.28% | -35.33% | +8.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.33% | — |
Current DrawdownCurrent decline from peak | -10.07% | -11.90% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -6.58% | -34.59% | +28.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 3.32% | -0.68% |
Volatility
LPWRX vs. NASDX - Volatility Comparison
BlackRock LifePath Dynamic 2065 Fund (LPWRX) has a higher volatility of 6.21% compared to Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) at 5.38%. This indicates that LPWRX's price experiences larger fluctuations and is considered to be riskier 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
| LPWRX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 5.38% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.76% | 12.45% | -1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 22.55% | -3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 23.03% | -6.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.62% | 22.61% | -3.99% |