ACGIX vs. LIWPX
ACGIX (Invesco Growth and Income Fund) and LIWPX (BlackRock LifePath Index 2065 Fund) are both mutual funds - ACGIX is a Large Cap Value Equities fund managed by Invesco, while LIWPX is a Target Retirement Date fund managed by BlackRock. Over the past 5 years, ACGIX returned 10.84%/yr vs 9.61%/yr for LIWPX. Their correlation of 0.85 means they have usually moved in the same direction. ACGIX charges 0.80%/yr vs 0.35%/yr for LIWPX.
Performance
ACGIX vs. LIWPX - Performance Comparison
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Returns By Period
In the year-to-date period, ACGIX achieves a 9.43% return, which is significantly lower than LIWPX's 10.94% return.
ACGIX
- 1D
- 1.02%
- 1M
- 0.61%
- 6M
- 5.76%
- YTD
- 9.43%
- 1Y
- 19.92%
- 3Y*
- 15.24%
- 5Y*
- 10.84%
- 10Y*
- 11.17%
- ALL TIME*
- 7.84%
LIWPX
- 1D
- 2.03%
- 1M
- -0.54%
- 6M
- 7.56%
- YTD
- 10.94%
- 1Y
- 23.13%
- 3Y*
- 16.71%
- 5Y*
- 9.61%
- 10Y*
- —
- ALL TIME*
- 12.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ACGIX vs. LIWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ACGIX Invesco Growth and Income Fund | 9.43% | 15.54% | 16.16% | 12.80% | -6.00% | 28.66% | 2.33% | 5.30% |
LIWPX BlackRock LifePath Index 2065 Fund | 10.94% | 21.32% | 14.17% | 21.22% | -18.52% | 18.51% | 15.12% | 5.67% |
Correlation
The correlation between ACGIX and LIWPX is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2019 | 0.85 |
The correlation between ACGIX and LIWPX has been stable across timeframes, ranging from 0.77 to 0.86 - a consistent structural relationship.
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Return for Risk
ACGIX vs. LIWPX — Risk / Return Rank
ACGIX
LIWPX
ACGIX vs. LIWPX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ACGIX | LIWPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 2.21 | +0.12 |
| Martin ratioReturn relative to average drawdown | 9.52 | 9.26 | +0.26 |
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Drawdowns
ACGIX vs. LIWPX - Drawdown Comparison
The maximum ACGIX drawdown since its inception was -53.47%, 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.
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Drawdown Indicators
| ACGIX | LIWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.47% | -33.12% | -20.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.49% | -9.57% | +2.08% |
Max Drawdown (3Y)Largest decline over 3 years | -17.74% | -16.97% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -19.30% | -26.57% | +7.27% |
Max Drawdown (10Y)Largest decline over 10 years | -44.51% | — | — |
Current DrawdownCurrent decline from peak | -0.64% | -1.90% | +1.26% |
Average DrawdownAverage peak-to-trough decline | -10.91% | -5.78% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 2.28% | -0.44% |
Volatility
ACGIX vs. LIWPX - Volatility Comparison
The current volatility for Invesco Growth and Income Fund (ACGIX) is 2.82%, while BlackRock LifePath Index 2065 Fund (LIWPX) has a volatility of 4.00%. This indicates that ACGIX experiences smaller price fluctuations and is considered to be less risky than LIWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACGIX | LIWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.82% | 4.00% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.67% | 11.61% | -2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.61% | 13.87% | -2.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.78% | 16.02% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.11% | 18.51% | +0.60% |
ACGIX vs. LIWPX - Expense Ratio Comparison
ACGIX has a 0.80% expense ratio, which is higher than LIWPX's 0.35% expense ratio.
Dividends
ACGIX vs. LIWPX - Dividend Comparison
ACGIX's dividend yield for the trailing twelve months is around 7.69%, more than LIWPX's 1.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACGIX Invesco Growth and Income Fund | 7.69% | 8.36% | 10.68% | 13.48% | 12.10% | 20.78% | 3.92% | 8.12% | 14.70% | 11.35% | 6.47% | 8.96% |
LIWPX BlackRock LifePath Index 2065 Fund | 1.41% | 1.57% | 0.00% | 1.76% | 1.50% | 1.58% | 1.13% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ACGIX and LIWPX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LIWPX has higher volatility (4.00%) compared to ACGIX (2.82%). In terms of maximum drawdown, ACGIX dropped -53.47% vs LIWPX's -33.12%.
LIWPX currently has the higher Sharpe Ratio (1.52 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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