STLDX vs. FASGX
Compare and contrast key facts about BlackRock LifePath Dynamic 2030 Fund (STLDX) and Fidelity Asset Manager 70% Fund (FASGX).
STLDX is managed by BlackRock. It was launched on Feb 28, 1994. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
STLDX vs. FASGX - Performance Comparison
Loading graphics...
STLDX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FASGX Fidelity Asset Manager 70% Fund | -2.99% | 18.23% | 10.81% | 16.45% | -16.83% | 13.98% | 17.19% | 22.81% | -7.65% | 17.34% |
Returns By Period
In the year-to-date period, STLDX achieves a -1.78% return, which is significantly higher than FASGX's -2.99% return. Over the past 10 years, STLDX has underperformed FASGX with an annualized return of 7.28%, while FASGX has yielded a comparatively higher 8.70% annualized return.
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%
FASGX
- 1D
- -0.24%
- 1M
- -7.42%
- YTD
- -2.99%
- 6M
- -0.12%
- 1Y
- 15.54%
- 3Y*
- 11.72%
- 5Y*
- 6.38%
- 10Y*
- 8.70%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
STLDX vs. FASGX - Expense Ratio Comparison
STLDX has a 0.49% expense ratio, which is lower than FASGX's 0.67% expense ratio.
Return for Risk
STLDX vs. FASGX — Risk / Return Rank
STLDX
FASGX
STLDX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2030 Fund (STLDX) and Fidelity Asset Manager 70% Fund (FASGX). 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.
| STLDX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.21 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.73 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.55 | -0.16 |
Martin ratioReturn relative to average drawdown | 6.65 | 6.89 | -0.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| STLDX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.21 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.53 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.60 | -0.10 |
Correlation
The correlation between STLDX and FASGX is 0.94, 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
STLDX vs. FASGX - Dividend Comparison
STLDX's dividend yield for the trailing twelve months is around 4.16%, less than FASGX's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FASGX Fidelity Asset Manager 70% Fund | 7.56% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Drawdowns
STLDX vs. FASGX - Drawdown Comparison
The maximum STLDX drawdown since its inception was -48.43%, roughly equal to the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for STLDX and FASGX.
Loading graphics...
Drawdown Indicators
| STLDX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.43% | -47.35% | -1.08% |
Max Drawdown (1Y)Largest decline over 1 year | -7.32% | -9.07% | +1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -22.56% | -23.54% | +0.98% |
Max Drawdown (10Y)Largest decline over 10 years | -26.95% | -27.20% | +0.25% |
Current DrawdownCurrent decline from peak | -5.60% | -7.95% | +2.35% |
Average DrawdownAverage peak-to-trough decline | -8.28% | -6.74% | -1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 2.04% | -0.51% |
Volatility
STLDX vs. FASGX - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic 2030 Fund (STLDX) is 3.45%, while Fidelity Asset Manager 70% Fund (FASGX) has a volatility of 4.57%. This indicates that STLDX experiences smaller price fluctuations and is considered to be less risky than FASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| STLDX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 4.57% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 5.84% | 7.78% | -1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.24% | 12.82% | -2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.18% | 12.14% | -0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.27% | 12.56% | -1.29% |