STLDX vs. RS

Last updated Jun 23, 2026

STLDX (BlackRock LifePath Dynamic 2030 Fund) is Target Retirement Date fund managed by BlackRock, while RS (Reliance Steel & Aluminum Co.) is a stock. Over the past 10 years, STLDX returned 8.01%/yr vs 20.79%/yr for RS. A 0.50 correlation means they provide meaningful diversification when combined.

Performance

STLDX vs. RS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock LifePath Dynamic 2030 Fund (STLDX) and Reliance Steel & Aluminum Co. (RS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STLDX achieves a 7.05% return, which is significantly lower than RS's 40.72% return. Over the past 10 years, STLDX has underperformed RS with an annualized return of 8.01%, while RS has yielded a comparatively higher 20.79% annualized return.

STLDX

• 1D: 0.77%
• 1M: 0.97%
• YTD: 7.05%
• 6M: 6.94%
• 1Y: 16.56%
• 3Y*: 10.02%
• 5Y*: 5.09%
• 10Y*: 8.01%

RS

• 1D: 1.80%
• 1M: 9.94%
• YTD: 40.72%
• 6M: 37.56%
• 1Y: 33.33%
• 3Y*: 17.83%
• 5Y*: 23.68%
• 10Y*: 20.79%

*Multi-year figures are annualized to reflect compound growth (CAGR)

STLDX vs. RS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STLDX BlackRock LifePath Dynamic 2030 Fund	7.05%	13.59%	3.65%	15.65%	-15.85%	11.43%	13.06%	22.09%	-5.41%	15.48%
RS Reliance Steel & Aluminum Co.	40.72%	9.12%	-2.33%	40.29%	27.08%	37.84%	2.42%	72.21%	-15.12%	10.49%

Correlation

The correlation between STLDX and RS is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.40
Correlation (3Y) Calculated over the trailing 3-year period	0.46
Correlation (5Y) Calculated over the trailing 5-year period	0.48
Correlation (10Y) Calculated over the trailing 10-year period	0.52
Correlation (All Time) Calculated using the full available price history since Sep 16, 1994	0.50

The correlation between STLDX and RS shifts across timeframes, from 0.40 (1 year) to 0.52 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

STLDX vs. RS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STLDX

STLDX Risk / Return Rank: 56
STLDX Sharpe Ratio Rank: 50
STLDX Sortino Ratio Rank: 50
STLDX Omega Ratio Rank: 50
STLDX Calmar Ratio Rank: 62
STLDX Martin Ratio Rank: 67

RS

RS Risk / Return Rank: 72
RS Sharpe Ratio Rank: 79
RS Sortino Ratio Rank: 72
RS Omega Ratio Rank: 75
RS Calmar Ratio Rank: 70
RS Martin Ratio Rank: 66

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STLDX vs. RS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2030 Fund (STLDX) and Reliance Steel & Aluminum Co. (RS). 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.

	STLDX	RS	Difference
Sharpe ratio: Return per unit of total volatility	1.92	1.31	+0.61
Sortino ratio: Return per unit of downside risk	2.73	1.76	+0.97
Omega ratio: Gain probability vs. loss probability	1.36	1.25	+0.10
Calmar ratio: Return relative to maximum drawdown	2.90	1.50	+1.40
Martin ratio: Return relative to average drawdown	12.26	2.59	+9.67

STLDX vs. RS - Sharpe Ratio Comparison

The current STLDX Sharpe Ratio is 1.92, which is higher than the RS Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of STLDX and RS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

STLDX vs. RS - Drawdown Comparison

The maximum STLDX drawdown since its inception was -48.43%, smaller than the maximum RS drawdown of -83.80%. Use the drawdown chart below to compare losses from any high point for STLDX and RS.

Drawdown Indicators

	STLDX	RS	Difference
Max Drawdown Largest peak-to-trough decline	-48.43%	-83.80%	+35.37%
Max Drawdown (1Y) Largest decline over 1 year	-5.60%	-22.30%	+16.70%
Max Drawdown (3Y) Largest decline over 3 years	-14.58%	-22.30%	+7.72%
Max Drawdown (5Y) Largest decline over 5 years	-22.56%	-22.32%	-0.24%
Max Drawdown (10Y) Largest decline over 10 years	-26.95%	-40.83%	+13.88%
Current Drawdown Current decline from peak	-0.45%	-2.40%	+1.95%
Average Drawdown Average peak-to-trough decline	-8.22%	-16.47%	+8.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.32%	12.90%	-11.58%

Volatility

STLDX vs. RS - Volatility Comparison

The current volatility for BlackRock LifePath Dynamic 2030 Fund (STLDX) is 3.48%, while Reliance Steel & Aluminum Co. (RS) has a volatility of 7.26%. This indicates that STLDX experiences smaller price fluctuations and is considered to be less risky than RS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STLDX	RS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.48%	7.26%	-3.78%
Volatility (6M) Calculated over the trailing 6-month period	7.01%	17.43%	-10.42%
Volatility (1Y) Calculated over the trailing 1-year period	8.46%	25.70%	-17.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.29%	27.87%	-16.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.33%	29.69%	-18.36%

Dividends

STLDX vs. RS - Dividend Comparison

STLDX's dividend yield for the trailing twelve months is around 3.82%, more than RS's 1.21% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RS Reliance Steel & Aluminum Co.	1.21%	1.66%	1.63%	1.43%	1.73%	1.70%	2.09%	1.84%	2.81%	2.10%	2.07%	2.76%
STLDX BlackRock LifePath Dynamic 2030 Fund	3.82%	4.09%	0.96%	3.16%	2.04%	16.80%	3.86%	6.33%	13.50%	12.92%	2.00%	9.25%

Frequently Asked Questions

Can I hold both STLDX and RS in my portfolio?

STLDX and RS have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STLDX or RS?

RS has higher volatility (7.26%) compared to STLDX (3.48%). In terms of maximum drawdown, STLDX dropped -48.43% vs RS's -83.80%.

Which has better risk-adjusted returns?

STLDX currently has the higher Sharpe Ratio (1.92 vs 1.31), 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.