ACGIX vs. LIWPX
Compare and contrast key facts about Invesco Growth and Income Fund (ACGIX) and BlackRock LifePath Index 2065 Fund (LIWPX).
ACGIX is managed by Invesco. It was launched on Aug 1, 1946. LIWPX is managed by Blackrock. It was launched on Oct 29, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACGIX or LIWPX.
Key characteristics
| ACGIX | LIWPX | |
|---|---|---|
| YTD Return | 12.45% | 12.43% |
| 1Y Return | 21.18% | 20.23% |
| 3Y Return (Ann) | 7.84% | 3.92% |
| Sharpe Ratio | 1.74 | 1.58 |
| Daily Std Dev | 11.56% | 12.31% |
| Max Drawdown | -55.39% | -33.12% |
| Current Drawdown | -1.52% | -2.16% |
Correlation
The correlation between ACGIX and LIWPX is 0.81, 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
ACGIX vs. LIWPX - Performance Comparison
The year-to-date returns for both stocks are quite close, with ACGIX having a 12.45% return and LIWPX slightly lower at 12.43%. 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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ACGIX vs. LIWPX - Expense Ratio Comparison
ACGIX has a 0.80% expense ratio, which is higher than LIWPX's 0.35% expense ratio.
Risk-Adjusted Performance
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.
Dividends
ACGIX vs. LIWPX - Dividend Comparison
ACGIX's dividend yield for the trailing twelve months is around 11.89%, more than LIWPX's 0.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACGIX Invesco Growth and Income Fund | 11.89% | 13.48% | 12.09% | 20.78% | 3.92% | 8.71% | 14.70% | 11.35% | 7.12% | 1.67% | 11.76% | 3.51% |
LIWPX BlackRock LifePath Index 2065 Fund | 0.84% | 1.76% | 1.50% | 1.58% | 1.13% | 0.83% | 0.00% | 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.
Volatility
ACGIX vs. LIWPX - Volatility Comparison
The current volatility for Invesco Growth and Income Fund (ACGIX) is 3.47%, while BlackRock LifePath Index 2065 Fund (LIWPX) has a volatility of 4.24%. 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.