STLFX vs. BDJ
Compare and contrast key facts about BlackRock LifePath Dynamic 2050 Fund (STLFX) and BlackRock Enhanced Equity Dividend Fund (BDJ).
STLFX is managed by BlackRock. It was launched on Jun 29, 2008. BDJ is managed by BlackRock. It was launched on Aug 30, 2005.
Performance
STLFX vs. BDJ - Performance Comparison
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STLFX vs. BDJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STLFX BlackRock LifePath Dynamic 2050 Fund | -3.93% | 20.03% | 5.73% | 22.31% | -18.73% | 18.12% | 14.82% | 26.48% | -8.22% | 21.73% |
BDJ BlackRock Enhanced Equity Dividend Fund | -7.23% | 26.12% | 16.87% | -6.67% | 0.83% | 26.56% | -7.58% | 37.43% | -10.42% | 20.78% |
Returns By Period
In the year-to-date period, STLFX achieves a -3.93% return, which is significantly higher than BDJ's -7.23% return. Both investments have delivered pretty close results over the past 10 years, with STLFX having a 9.68% annualized return and BDJ not far ahead at 9.77%.
STLFX
- 1D
- -0.24%
- 1M
- -8.91%
- YTD
- -3.93%
- 6M
- -1.66%
- 1Y
- 16.40%
- 3Y*
- 11.63%
- 5Y*
- 6.33%
- 10Y*
- 9.68%
BDJ
- 1D
- 2.01%
- 1M
- -10.23%
- YTD
- -7.23%
- 6M
- -0.27%
- 1Y
- 10.26%
- 3Y*
- 9.52%
- 5Y*
- 7.49%
- 10Y*
- 9.77%
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STLFX vs. BDJ - Expense Ratio Comparison
STLFX has a 0.49% expense ratio, which is lower than BDJ's 0.86% expense ratio.
Return for Risk
STLFX vs. BDJ — Risk / Return Rank
STLFX
BDJ
STLFX vs. BDJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2050 Fund (STLFX) and BlackRock Enhanced Equity Dividend Fund (BDJ). 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.
| STLFX | BDJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.62 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.41 | 0.94 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.14 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 0.79 | +0.43 |
Martin ratioReturn relative to average drawdown | 5.79 | 3.01 | +2.78 |
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
| STLFX | BDJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.62 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.47 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.53 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.30 | +0.07 |
Correlation
The correlation between STLFX and BDJ is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
STLFX vs. BDJ - Dividend Comparison
STLFX's dividend yield for the trailing twelve months is around 6.45%, less than BDJ's 9.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLFX BlackRock LifePath Dynamic 2050 Fund | 6.45% | 6.20% | 1.86% | 2.91% | 2.51% | 16.88% | 2.27% | 6.09% | 15.73% | 5.87% | 2.00% | 9.21% |
BDJ BlackRock Enhanced Equity Dividend Fund | 9.93% | 9.03% | 8.21% | 9.49% | 12.18% | 5.95% | 7.08% | 6.66% | 7.21% | 6.07% | 6.88% | 7.36% |
Drawdowns
STLFX vs. BDJ - Drawdown Comparison
The maximum STLFX drawdown since its inception was -50.35%, smaller than the maximum BDJ drawdown of -59.46%. Use the drawdown chart below to compare losses from any high point for STLFX and BDJ.
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Drawdown Indicators
| STLFX | BDJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.35% | -59.46% | +9.11% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -12.28% | +0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -27.07% | -21.39% | -5.68% |
Max Drawdown (10Y)Largest decline over 10 years | -34.48% | -48.14% | +13.66% |
Current DrawdownCurrent decline from peak | -9.45% | -10.51% | +1.06% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -8.99% | +2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 3.24% | -0.72% |
Volatility
STLFX vs. BDJ - Volatility Comparison
BlackRock LifePath Dynamic 2050 Fund (STLFX) has a higher volatility of 5.81% compared to BlackRock Enhanced Equity Dividend Fund (BDJ) at 5.31%. This indicates that STLFX's price experiences larger fluctuations and is considered to be riskier than BDJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STLFX | BDJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 5.31% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.15% | 9.40% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.81% | 16.63% | +1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 16.12% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 18.38% | -2.05% |