STLAX vs. ASFYX
Compare and contrast key facts about BlackRock LifePath Dynamic Retirement Fund (STLAX) and AlphaSimplex Managed Futures Strategy Fund Class Y (ASFYX).
STLAX is managed by BlackRock. It was launched on Feb 28, 1994. ASFYX is managed by BlackRock. It was launched on Jul 30, 2010.
Performance
STLAX vs. ASFYX - Performance Comparison
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STLAX vs. ASFYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STLAX BlackRock LifePath Dynamic Retirement Fund | -1.32% | 12.00% | 8.16% | 12.51% | -14.86% | 6.87% | 12.83% | 16.91% | -3.65% | 10.96% |
ASFYX AlphaSimplex Managed Futures Strategy Fund Class Y | 6.59% | -9.67% | -3.22% | -10.33% | 35.67% | 3.52% | 13.59% | 8.99% | -12.59% | 6.78% |
Returns By Period
In the year-to-date period, STLAX achieves a -1.32% return, which is significantly lower than ASFYX's 6.59% return. Over the past 10 years, STLAX has outperformed ASFYX with an annualized return of 6.01%, while ASFYX has yielded a comparatively lower 1.87% annualized return.
STLAX
- 1D
- 0.10%
- 1M
- -4.60%
- YTD
- -1.32%
- 6M
- 0.03%
- 1Y
- 9.70%
- 3Y*
- 8.62%
- 5Y*
- 3.99%
- 10Y*
- 6.01%
ASFYX
- 1D
- 0.00%
- 1M
- -1.55%
- YTD
- 6.59%
- 6M
- 10.95%
- 1Y
- 3.41%
- 3Y*
- -2.89%
- 5Y*
- 2.30%
- 10Y*
- 1.87%
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STLAX vs. ASFYX - Expense Ratio Comparison
STLAX has a 0.51% expense ratio, which is lower than ASFYX's 1.47% expense ratio.
Return for Risk
STLAX vs. ASFYX — Risk / Return Rank
STLAX
ASFYX
STLAX vs. ASFYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic Retirement Fund (STLAX) and AlphaSimplex Managed Futures Strategy Fund Class Y (ASFYX). 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.
| STLAX | ASFYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.18 | +1.02 |
Sortino ratioReturn per unit of downside risk | 1.69 | 0.30 | +1.39 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.04 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.10 | +1.46 |
Martin ratioReturn relative to average drawdown | 7.18 | 0.16 | +7.02 |
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
| STLAX | ASFYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.18 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.17 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.15 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.31 | +0.52 |
Correlation
The correlation between STLAX and ASFYX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
STLAX vs. ASFYX - Dividend Comparison
STLAX's dividend yield for the trailing twelve months is around 4.90%, more than ASFYX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLAX BlackRock LifePath Dynamic Retirement Fund | 4.90% | 4.83% | 11.22% | 8.31% | 1.14% | 14.51% | 6.38% | 2.55% | 9.46% | 8.75% | 1.47% | 5.58% |
ASFYX AlphaSimplex Managed Futures Strategy Fund Class Y | 1.43% | 1.52% | 1.46% | 0.99% | 32.48% | 6.07% | 3.40% | 5.51% | 1.30% | 0.07% | 0.01% | 5.06% |
Drawdowns
STLAX vs. ASFYX - Drawdown Comparison
The maximum STLAX drawdown since its inception was -25.68%, smaller than the maximum ASFYX drawdown of -36.43%. Use the drawdown chart below to compare losses from any high point for STLAX and ASFYX.
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Drawdown Indicators
| STLAX | ASFYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.68% | -36.43% | +10.75% |
Max Drawdown (1Y)Largest decline over 1 year | -5.78% | -13.51% | +7.73% |
Max Drawdown (5Y)Largest decline over 5 years | -20.58% | -36.43% | +15.85% |
Max Drawdown (10Y)Largest decline over 10 years | -20.58% | -36.43% | +15.85% |
Current DrawdownCurrent decline from peak | -4.60% | -24.37% | +19.77% |
Average DrawdownAverage peak-to-trough decline | -2.39% | -13.09% | +10.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 8.72% | -7.47% |
Volatility
STLAX vs. ASFYX - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic Retirement Fund (STLAX) is 3.05%, while AlphaSimplex Managed Futures Strategy Fund Class Y (ASFYX) has a volatility of 3.86%. This indicates that STLAX experiences smaller price fluctuations and is considered to be less risky than ASFYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STLAX | ASFYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 3.86% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 4.97% | 10.01% | -5.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.25% | 13.02% | -4.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.17% | 13.68% | -3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.81% | 12.68% | -3.87% |