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BIAPX vs. LPVIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BIAPX vs. LPVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock 80/20 Target Allocation Fund (BIAPX) and BlackRock LifePath Dynamic 2055 Fund (LPVIX). The values are adjusted to include any dividend payments, if applicable.

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BIAPX vs. LPVIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BIAPX
BlackRock 80/20 Target Allocation Fund
-4.85%18.33%5.46%19.20%-16.15%14.95%19.50%24.72%-7.62%17.47%
LPVIX
BlackRock LifePath Dynamic 2055 Fund
-4.20%20.90%8.18%22.40%-18.77%17.88%14.44%26.49%-8.37%21.95%

Returns By Period

In the year-to-date period, BIAPX achieves a -4.85% return, which is significantly lower than LPVIX's -4.20% return. Over the past 10 years, BIAPX has underperformed LPVIX with an annualized return of 9.03%, while LPVIX has yielded a comparatively higher 9.83% annualized return.


BIAPX

1D
-0.45%
1M
-7.98%
YTD
-4.85%
6M
-2.53%
1Y
14.64%
3Y*
10.49%
5Y*
5.56%
10Y*
9.03%

LPVIX

1D
-0.28%
1M
-9.29%
YTD
-4.20%
6M
-1.81%
1Y
17.11%
3Y*
12.68%
5Y*
6.84%
10Y*
9.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BIAPX vs. LPVIX - Expense Ratio Comparison

BIAPX has a 0.10% expense ratio, which is lower than LPVIX's 0.50% expense ratio.


Return for Risk

BIAPX vs. LPVIX — Risk / Return Rank

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

BIAPX
BIAPX Risk / Return Rank: 5959
Overall Rank
BIAPX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
BIAPX Sortino Ratio Rank: 6161
Sortino Ratio Rank
BIAPX Omega Ratio Rank: 6161
Omega Ratio Rank
BIAPX Calmar Ratio Rank: 5454
Calmar Ratio Rank
BIAPX Martin Ratio Rank: 6262
Martin Ratio Rank

LPVIX
LPVIX Risk / Return Rank: 5252
Overall Rank
LPVIX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
LPVIX Sortino Ratio Rank: 4949
Sortino Ratio Rank
LPVIX Omega Ratio Rank: 5151
Omega Ratio Rank
LPVIX Calmar Ratio Rank: 5151
Calmar Ratio Rank
LPVIX Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BIAPX vs. LPVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock 80/20 Target Allocation Fund (BIAPX) and BlackRock LifePath Dynamic 2055 Fund (LPVIX). 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.


BIAPXLPVIXDifference

Sharpe ratio

Return per unit of total volatility

1.03

0.94

+0.10

Sortino ratio

Return per unit of downside risk

1.54

1.41

+0.13

Omega ratio

Gain probability vs. loss probability

1.23

1.21

+0.02

Calmar ratio

Return relative to maximum drawdown

1.28

1.24

+0.04

Martin ratio

Return relative to average drawdown

5.85

5.81

+0.05

BIAPX vs. LPVIX - Sharpe Ratio Comparison

The current BIAPX Sharpe Ratio is 1.03, which is comparable to the LPVIX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of BIAPX and LPVIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BIAPXLPVIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

0.94

+0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.41

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.60

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.62

-0.21

Correlation

The correlation between BIAPX and LPVIX 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.


Dividends

BIAPX vs. LPVIX - Dividend Comparison

BIAPX's dividend yield for the trailing twelve months is around 6.29%, more than LPVIX's 5.63% yield.


TTM20252024202320222021202020192018201720162015
BIAPX
BlackRock 80/20 Target Allocation Fund
6.29%5.98%0.00%4.28%2.30%6.04%2.07%2.49%6.26%3.12%1.67%13.86%
LPVIX
BlackRock LifePath Dynamic 2055 Fund
5.63%5.39%0.72%2.99%2.53%11.79%1.19%4.83%10.40%9.61%1.93%3.84%

Drawdowns

BIAPX vs. LPVIX - Drawdown Comparison

The maximum BIAPX drawdown since its inception was -53.40%, which is greater than LPVIX's maximum drawdown of -34.31%. Use the drawdown chart below to compare losses from any high point for BIAPX and LPVIX.


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Drawdown Indicators


BIAPXLPVIXDifference

Max Drawdown

Largest peak-to-trough decline

-53.40%

-34.31%

-19.09%

Max Drawdown (1Y)

Largest decline over 1 year

-9.92%

-12.28%

+2.36%

Max Drawdown (5Y)

Largest decline over 5 years

-23.29%

-27.01%

+3.72%

Max Drawdown (10Y)

Largest decline over 10 years

-27.13%

-34.31%

+7.18%

Current Drawdown

Current decline from peak

-8.64%

-9.91%

+1.27%

Average Drawdown

Average peak-to-trough decline

-8.06%

-4.76%

-3.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.23%

2.62%

-0.39%

Volatility

BIAPX vs. LPVIX - Volatility Comparison

The current volatility for BlackRock 80/20 Target Allocation Fund (BIAPX) is 4.76%, while BlackRock LifePath Dynamic 2055 Fund (LPVIX) has a volatility of 6.09%. This indicates that BIAPX experiences smaller price fluctuations and is considered to be less risky than LPVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BIAPXLPVIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.76%

6.09%

-1.33%

Volatility (6M)

Calculated over the trailing 6-month period

8.10%

10.70%

-2.60%

Volatility (1Y)

Calculated over the trailing 1-year period

14.68%

18.65%

-3.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.39%

16.91%

-2.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.94%

16.43%

-2.49%