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ACGIX vs. LIWPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ACGIX and LIWPX is 0.84, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

ACGIX vs. LIWPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Growth and Income Fund (ACGIX) and BlackRock LifePath Index 2065 Fund (LIWPX). The values are adjusted to include any dividend payments, if applicable.

-20.00%0.00%20.00%40.00%60.00%80.00%December2025FebruaryMarchAprilMay
-5.55%
67.23%
ACGIX
LIWPX

Key characteristics

Sharpe Ratio

ACGIX:

-0.11

LIWPX:

0.78

Sortino Ratio

ACGIX:

-0.01

LIWPX:

1.22

Omega Ratio

ACGIX:

1.00

LIWPX:

1.18

Calmar Ratio

ACGIX:

-0.07

LIWPX:

0.82

Martin Ratio

ACGIX:

-0.24

LIWPX:

3.70

Ulcer Index

ACGIX:

9.02%

LIWPX:

3.68%

Daily Std Dev

ACGIX:

19.89%

LIWPX:

17.51%

Max Drawdown

ACGIX:

-55.39%

LIWPX:

-33.12%

Current Drawdown

ACGIX:

-26.44%

LIWPX:

-4.01%

Returns By Period

In the year-to-date period, ACGIX achieves a -2.92% return, which is significantly lower than LIWPX's 1.19% return.


ACGIX

YTD

-2.92%

1M

2.53%

6M

-10.88%

1Y

-3.00%

5Y*

5.15%

10Y*

-0.98%

LIWPX

YTD

1.19%

1M

5.72%

6M

1.90%

1Y

11.21%

5Y*

13.39%

10Y*

N/A

*Annualized

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ACGIX vs. LIWPX - Expense Ratio Comparison

ACGIX has a 0.80% expense ratio, which is higher than LIWPX's 0.35% expense ratio.


Expense ratio chart for ACGIX: current value is 0.80%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
ACGIX: 0.80%
Expense ratio chart for LIWPX: current value is 0.35%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
LIWPX: 0.35%

Risk-Adjusted Performance

ACGIX vs. LIWPX — Risk-Adjusted Performance Rank

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

ACGIX
The Risk-Adjusted Performance Rank of ACGIX is 1111
Overall Rank
The Sharpe Ratio Rank of ACGIX is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of ACGIX is 1111
Sortino Ratio Rank
The Omega Ratio Rank of ACGIX is 1111
Omega Ratio Rank
The Calmar Ratio Rank of ACGIX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of ACGIX is 1111
Martin Ratio Rank

LIWPX
The Risk-Adjusted Performance Rank of LIWPX is 6969
Overall Rank
The Sharpe Ratio Rank of LIWPX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of LIWPX is 6565
Sortino Ratio Rank
The Omega Ratio Rank of LIWPX is 6868
Omega Ratio Rank
The Calmar Ratio Rank of LIWPX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of LIWPX is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ACGIX vs. LIWPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Growth and Income Fund (ACGIX) and BlackRock LifePath Index 2065 Fund (LIWPX). 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.


The chart of Sharpe ratio for ACGIX, currently valued at -0.11, compared to the broader market-2.00-1.000.001.002.003.00
ACGIX: -0.11
LIWPX: 0.78
The chart of Sortino ratio for ACGIX, currently valued at -0.01, compared to the broader market-2.000.002.004.006.008.00
ACGIX: -0.01
LIWPX: 1.22
The chart of Omega ratio for ACGIX, currently valued at 1.00, compared to the broader market0.501.001.502.002.503.00
ACGIX: 1.00
LIWPX: 1.18
The chart of Calmar ratio for ACGIX, currently valued at -0.07, compared to the broader market0.002.004.006.008.0010.00
ACGIX: -0.07
LIWPX: 0.82
The chart of Martin ratio for ACGIX, currently valued at -0.24, compared to the broader market0.0010.0020.0030.0040.00
ACGIX: -0.24
LIWPX: 3.70

The current ACGIX Sharpe Ratio is -0.11, which is lower than the LIWPX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of ACGIX and LIWPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.11
0.78
ACGIX
LIWPX

Dividends

ACGIX vs. LIWPX - Dividend Comparison

ACGIX's dividend yield for the trailing twelve months is around 1.33%, less than LIWPX's 1.62% yield.


TTM20242023202220212020201920182017201620152014
ACGIX
Invesco Growth and Income Fund
1.33%1.29%1.76%1.70%1.14%1.82%1.87%2.01%1.86%1.62%1.68%2.03%
LIWPX
BlackRock LifePath Index 2065 Fund
1.62%1.64%1.76%1.50%1.59%1.13%0.83%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ACGIX vs. LIWPX - Drawdown Comparison

The maximum ACGIX drawdown since its inception was -55.39%, which is greater than LIWPX's maximum drawdown of -33.12%. Use the drawdown chart below to compare losses from any high point for ACGIX and LIWPX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-26.44%
-4.01%
ACGIX
LIWPX

Volatility

ACGIX vs. LIWPX - Volatility Comparison

Invesco Growth and Income Fund (ACGIX) and BlackRock LifePath Index 2065 Fund (LIWPX) have volatilities of 13.04% and 12.77%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
13.04%
12.77%
ACGIX
LIWPX