AAMTX vs. LIVIX
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and BlackRock LifePath Index 2055 Fund (LIVIX).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. LIVIX is managed by Blackrock. It was launched on May 30, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAMTX or LIVIX.
Key characteristics
| AAMTX | LIVIX | |
|---|---|---|
| YTD Return | 5.30% | 5.62% |
| 1Y Return | 20.38% | 20.74% |
| 3Y Return (Ann) | 3.61% | 4.42% |
| 5Y Return (Ann) | 9.13% | 9.33% |
| 10Y Return (Ann) | 8.91% | 8.66% |
| Sharpe Ratio | 1.86 | 1.71 |
| Daily Std Dev | 10.64% | 11.89% |
| Max Drawdown | -29.32% | -34.44% |
| Current Drawdown | -2.26% | -1.76% |
Correlation
The correlation between AAMTX and LIVIX is 0.97, 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.
Performance
AAMTX vs. LIVIX - Performance Comparison
In the year-to-date period, AAMTX achieves a 5.30% return, which is significantly lower than LIVIX's 5.62% return. Both investments have delivered pretty close results over the past 10 years, with AAMTX having a 8.91% annualized return and LIVIX not far behind at 8.66%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AAMTX vs. LIVIX - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Risk-Adjusted Performance
AAMTX vs. LIVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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.
Dividends
AAMTX vs. LIVIX - Dividend Comparison
AAMTX's dividend yield for the trailing twelve months is around 2.11%, more than LIVIX's 1.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | 2.11% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% | 4.11% | 3.17% |
LIVIX BlackRock LifePath Index 2055 Fund | 1.72% | 2.04% | 1.96% | 2.04% | 1.60% | 2.95% | 2.35% | 2.27% | 2.29% | 2.88% | 2.73% | 2.35% |
Drawdowns
AAMTX vs. LIVIX - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.32%, smaller than the maximum LIVIX drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for AAMTX and LIVIX. For additional features, visit the drawdowns tool.
Volatility
AAMTX vs. LIVIX - Volatility Comparison
The current volatility for American Funds 2055 Target Date Retirement Fund (AAMTX) is 3.71%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 4.01%. This indicates that AAMTX experiences smaller price fluctuations and is considered to be less risky than LIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.