BAMPX vs. LIVIX

Last updated Aug 5, 2026

BAMPX (BlackRock 40/60 Target Allocation Inv A) and LIVIX (BlackRock LifePath Index 2055 Fund - Institutional Shares) are both mutual funds - BAMPX is a Diversified Portfolio fund managed by BlackRock, while LIVIX is a Target Retirement Date fund tracking the LifePath Index 2055 Fund Custom Benchmark. Over the past 10 years, BAMPX returned 6.53%/yr vs 11.58%/yr for LIVIX. Their correlation of 0.90 means they have usually moved in the same direction. BAMPX charges 0.61%/yr vs 0.14%/yr for LIVIX.

Performance

BAMPX vs. LIVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock 40/60 Target Allocation Inv A (BAMPX) and BlackRock LifePath Index 2055 Fund - Institutional Shares (LIVIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BAMPX achieves a 5.83% return, which is significantly lower than LIVIX's 12.53% return. Over the past 10 years, BAMPX has underperformed LIVIX with an annualized return of 6.53%, while LIVIX has yielded a comparatively higher 11.58% annualized return.

BAMPX

• 1D: 0.70%
• 1M: -0.42%
• 6M: 4.29%
• YTD: 5.83%
• 1Y: 11.43%
• 3Y*: 10.77%
• 5Y*: 4.66%
• 10Y*: 6.53%
• ALL TIME*: 5.96%

LIVIX

• 1D: 1.10%
• 1M: 0.81%
• 6M: 8.95%
• YTD: 12.53%
• 1Y: 23.14%
• 3Y*: 18.26%
• 5Y*: 9.87%
• 10Y*: 11.58%
• ALL TIME*: 10.38%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BAMPX BlackRock 40/60 Target Allocation Inv A	$0.00	$0.00	$0.00
LIVIX BlackRock LifePath Index 2055 Fund - Institutional Shares	$0.00	$0.00	$0.00

BAMPX vs. LIVIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BAMPX BlackRock 40/60 Target Allocation Inv A	5.83%	13.05%	8.15%	11.99%	-15.08%	3.39%	19.09%	16.23%	-4.07%	11.28%
LIVIX BlackRock LifePath Index 2055 Fund - Institutional Shares	12.53%	21.57%	13.60%	21.62%	-18.38%	18.75%	14.99%	26.76%	-7.83%	21.38%

Correlation

The correlation between BAMPX and LIVIX is 0.95 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.95
Correlation (3Y) Balances recent behavior with more history.	0.88
Correlation (5Y) Shows whether the relationship held over a longer period.	0.87
Correlation (10Y) Provides a long-term view across more market conditions.	0.87
Correlation (All Time) Calculated using the full available price history since Jun 1, 2011	0.90

The correlation between BAMPX and LIVIX has been stable across timeframes, ranging from 0.87 to 0.95 - a consistent structural relationship.

Return for Risk

BAMPX vs. LIVIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BAMPX

BAMPX Risk / Return Rank: 55
BAMPX Sharpe Ratio Rank: 54
BAMPX Sortino Ratio Rank: 56
BAMPX Omega Ratio Rank: 55
BAMPX Calmar Ratio Rank: 52
BAMPX Martin Ratio Rank: 60

LIVIX

LIVIX Risk / Return Rank: 75
LIVIX Sharpe Ratio Rank: 74
LIVIX Sortino Ratio Rank: 71
LIVIX Omega Ratio Rank: 71
LIVIX Calmar Ratio Rank: 77
LIVIX Martin Ratio Rank: 84

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BAMPX vs. LIVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Inv A (BAMPX) and BlackRock LifePath Index 2055 Fund - Institutional Shares (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.

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.

	BAMPX	LIVIX	Difference
Sharpe ratio: Return per unit of total volatility	1.59	1.83	-0.23
Sortino ratio: Return per unit of downside risk	2.31	2.55	-0.24
Omega ratio: Gain probability vs. loss probability	1.30	1.33	-0.03
Calmar ratio: Return relative to maximum drawdown	2.13	2.65	-0.52
Martin ratio: Return relative to average drawdown	8.71	11.11	-2.40

BAMPX vs. LIVIX - Sharpe Ratio Comparison

The current BAMPX Sharpe Ratio is 1.59, which is comparable to the LIVIX Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of BAMPX and LIVIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BAMPX vs. LIVIX - Drawdown Comparison

The maximum BAMPX drawdown since its inception was -39.58%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for BAMPX and LIVIX.

Drawdown Indicators

	BAMPX	LIVIX	Difference
Max Drawdown Largest peak-to-trough decline	-39.58%	-34.44%	-5.14%
Max Drawdown (1Y) Largest decline over 1 year	-5.81%	-9.44%	+3.63%
Max Drawdown (3Y) Largest decline over 3 years	-8.29%	-17.39%	+9.10%
Max Drawdown (5Y) Largest decline over 5 years	-20.13%	-26.45%	+6.32%
Max Drawdown (10Y) Largest decline over 10 years	-20.13%	-34.44%	+14.31%
Current Drawdown Current decline from peak	-1.10%	-0.50%	-0.60%
Average Drawdown Average peak-to-trough decline	-4.83%	-4.49%	-0.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.41%	2.25%	-0.84%

Volatility

BAMPX vs. LIVIX - Volatility Comparison

The current volatility for BlackRock 40/60 Target Allocation Inv A (BAMPX) is 2.39%, while BlackRock LifePath Index 2055 Fund - Institutional Shares (LIVIX) has a volatility of 4.04%. This indicates that BAMPX 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.

Volatility by Period

	BAMPX	LIVIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.39%	4.04%	-1.65%
Volatility (6M) Calculated over the trailing 6-month period	6.75%	11.50%	-4.75%
Volatility (1Y) Calculated over the trailing 1-year period	7.77%	13.71%	-5.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.19%	16.02%	-6.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.53%	16.70%	-8.17%

BAMPX vs. LIVIX - Expense Ratio Comparison

BAMPX has a 0.61% expense ratio, which is higher than LIVIX's 0.14% expense ratio.

Dividends

BAMPX vs. LIVIX - Dividend Comparison

BAMPX's dividend yield for the trailing twelve months is around 5.10%, more than LIVIX's 2.26% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BAMPX BlackRock 40/60 Target Allocation Inv A	5.10%	5.40%	3.11%	2.67%	2.72%	6.11%	4.12%	2.36%	7.62%	2.17%	1.57%	9.54%
LIVIX BlackRock LifePath Index 2055 Fund - Institutional Shares	2.26%	2.48%	0.01%	2.04%	1.96%	2.04%	1.56%	2.95%	2.35%	2.27%	1.54%	2.88%

Frequently Asked Questions

Can I hold both BAMPX and LIVIX in my portfolio?

With a correlation of 0.95, BAMPX and LIVIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BAMPX or LIVIX?

LIVIX has higher volatility (4.04%) compared to BAMPX (2.39%). In terms of maximum drawdown, BAMPX dropped -39.58% vs LIVIX's -34.44%.

Which has better risk-adjusted returns?

LIVIX currently has the higher Sharpe Ratio (1.83 vs 1.59), 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.