Correlation
The correlation between AANTX and LIZIX 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.
AANTX vs. LIZIX
Compare and contrast key facts about American Funds 2060 Target Date Retirement Fund (AANTX) and BlackRock LifePath Index 2060 Fund (LIZIX).
AANTX is managed by American Funds. It was launched on Mar 26, 2015. LIZIX is managed by Blackrock. It was launched on Feb 28, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AANTX or LIZIX.
Performance
AANTX vs. LIZIX - Performance Comparison
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Key characteristics
AANTX:
0.66
LIZIX:
0.78
AANTX:
0.89
LIZIX:
1.10
AANTX:
1.13
LIZIX:
1.16
AANTX:
0.57
LIZIX:
0.74
AANTX:
2.21
LIZIX:
3.25
AANTX:
4.17%
LIZIX:
3.82%
AANTX:
16.35%
LIZIX:
17.72%
AANTX:
-29.47%
LIZIX:
-34.39%
AANTX:
-1.06%
LIZIX:
-0.57%
Returns By Period
The year-to-date returns for both investments are quite close, with AANTX having a 4.84% return and LIZIX slightly higher at 4.87%.
AANTX
4.84%
5.98%
0.36%
10.72%
8.27%
8.35%
6.94%
LIZIX
4.87%
5.60%
1.65%
13.69%
11.48%
12.90%
N/A
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AANTX vs. LIZIX - Expense Ratio Comparison
AANTX has a 0.34% expense ratio, which is higher than LIZIX's 0.10% expense ratio.
Risk-Adjusted Performance
AANTX vs. LIZIX — Risk-Adjusted Performance Rank
AANTX
LIZIX
AANTX vs. LIZIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2060 Target Date Retirement Fund (AANTX) and BlackRock LifePath Index 2060 Fund (LIZIX). 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.
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Dividends
AANTX vs. LIZIX - Dividend Comparison
AANTX's dividend yield for the trailing twelve months is around 2.93%, more than LIZIX's 1.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 2.93% | 3.07% | 2.12% | 6.21% | 3.50% | 2.57% | 3.27% | 3.50% | 1.56% | 2.33% | 0.77% |
LIZIX BlackRock LifePath Index 2060 Fund | 1.90% | 1.99% | 2.02% | 1.82% | 1.96% | 1.53% | 2.49% | 2.22% | 2.05% | 1.62% | 0.00% |
Drawdowns
AANTX vs. LIZIX - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.47%, smaller than the maximum LIZIX drawdown of -34.39%. Use the drawdown chart below to compare losses from any high point for AANTX and LIZIX.
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Volatility
AANTX vs. LIZIX - Volatility Comparison
American Funds 2060 Target Date Retirement Fund (AANTX) and BlackRock LifePath Index 2060 Fund (LIZIX) have volatilities of 3.73% and 3.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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