STLEX vs. LTIUX
Compare and contrast key facts about BlackRock LifePath Dynamic 2040 Fund (STLEX) and Principal LifeTime 2035 Fund (LTIUX).
STLEX is managed by BlackRock. It was launched on Feb 28, 1994. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
STLEX vs. LTIUX - Performance Comparison
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STLEX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STLEX BlackRock LifePath Dynamic 2040 Fund | -2.77% | 16.87% | 4.80% | 19.45% | -17.10% | 16.01% | 14.01% | 25.74% | -7.40% | 20.00% |
LTIUX Principal LifeTime 2035 Fund | -3.69% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
Returns By Period
In the year-to-date period, STLEX achieves a -2.77% return, which is significantly higher than LTIUX's -3.69% return. Both investments have delivered pretty close results over the past 10 years, with STLEX having a 8.89% annualized return and LTIUX not far behind at 8.68%.
STLEX
- 1D
- -0.11%
- 1M
- -7.21%
- YTD
- -2.77%
- 6M
- -0.85%
- 1Y
- 13.97%
- 3Y*
- 10.07%
- 5Y*
- 5.54%
- 10Y*
- 8.89%
LTIUX
- 1D
- -0.08%
- 1M
- -6.37%
- YTD
- -3.69%
- 6M
- -1.87%
- 1Y
- 9.88%
- 3Y*
- 11.62%
- 5Y*
- 5.83%
- 10Y*
- 8.68%
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STLEX vs. LTIUX - Expense Ratio Comparison
STLEX has a 0.47% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
STLEX vs. LTIUX — Risk / Return Rank
STLEX
LTIUX
STLEX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2040 Fund (STLEX) and Principal LifeTime 2035 Fund (LTIUX). 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.
| STLEX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.90 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.34 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.06 | +0.22 |
Martin ratioReturn relative to average drawdown | 6.16 | 5.01 | +1.15 |
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
| STLEX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.90 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.50 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.70 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.45 | +0.02 |
Correlation
The correlation between STLEX and LTIUX is 0.95, 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
STLEX vs. LTIUX - Dividend Comparison
STLEX's dividend yield for the trailing twelve months is around 6.31%, less than LTIUX's 9.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLEX BlackRock LifePath Dynamic 2040 Fund | 6.31% | 6.14% | 2.31% | 4.81% | 2.21% | 20.42% | 4.25% | 6.64% | 14.47% | 14.38% | 1.84% | 10.65% |
LTIUX Principal LifeTime 2035 Fund | 9.37% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
STLEX vs. LTIUX - Drawdown Comparison
The maximum STLEX drawdown since its inception was -54.19%, which is greater than LTIUX's maximum drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for STLEX and LTIUX.
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Drawdown Indicators
| STLEX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.19% | -49.65% | -4.54% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -8.44% | -1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -24.93% | -24.23% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -33.13% | -28.12% | -5.01% |
Current DrawdownCurrent decline from peak | -7.59% | -6.57% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -9.33% | -6.76% | -2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 1.78% | +0.27% |
Volatility
STLEX vs. LTIUX - Volatility Comparison
BlackRock LifePath Dynamic 2040 Fund (STLEX) has a higher volatility of 4.69% compared to Principal LifeTime 2035 Fund (LTIUX) at 3.74%. This indicates that STLEX's price experiences larger fluctuations and is considered to be riskier than LTIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STLEX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.69% | 3.74% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 6.37% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.23% | 11.12% | +3.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 11.79% | +2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.64% | 12.45% | +2.19% |