BIDAX vs. LIVIX
Compare and contrast key facts about iShares Municipal Bond Index Fund (BIDAX) and BlackRock LifePath Index 2055 Fund (LIVIX).
BIDAX is managed by BlackRock. It was launched on Dec 17, 2000. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
BIDAX vs. LIVIX - Performance Comparison
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BIDAX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BIDAX iShares Municipal Bond Index Fund | -0.75% | 4.52% | 1.44% | 5.74% | -9.41% | 1.38% | 4.70% | 7.56% | 1.44% |
LIVIX BlackRock LifePath Index 2055 Fund | -4.27% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -6.47% |
Returns By Period
In the year-to-date period, BIDAX achieves a -0.75% return, which is significantly higher than LIVIX's -4.27% return.
BIDAX
- 1D
- 0.18%
- 1M
- -2.77%
- YTD
- -0.75%
- 6M
- 0.57%
- 1Y
- 3.58%
- 3Y*
- 2.68%
- 5Y*
- 0.54%
- 10Y*
- —
LIVIX
- 1D
- -0.26%
- 1M
- -8.84%
- YTD
- -4.27%
- 6M
- -1.37%
- 1Y
- 17.75%
- 3Y*
- 14.56%
- 5Y*
- 8.15%
- 10Y*
- 10.44%
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BIDAX vs. LIVIX - Expense Ratio Comparison
BIDAX has a 0.50% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Return for Risk
BIDAX vs. LIVIX — Risk / Return Rank
BIDAX
LIVIX
BIDAX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Municipal Bond Index Fund (BIDAX) and BlackRock LifePath Index 2055 Fund (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.
| BIDAX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.06 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.58 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.34 | -0.37 |
Martin ratioReturn relative to average drawdown | 3.38 | 6.36 | -2.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIDAX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.06 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.52 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.57 | -0.10 |
Correlation
The correlation between BIDAX and LIVIX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BIDAX vs. LIVIX - Dividend Comparison
BIDAX's dividend yield for the trailing twelve months is around 3.14%, more than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIDAX iShares Municipal Bond Index Fund | 3.14% | 4.09% | 3.25% | 2.16% | 1.92% | 2.36% | 2.35% | 3.64% | 0.48% | 0.00% | 0.00% | 0.00% |
LIVIX BlackRock LifePath Index 2055 Fund | 2.59% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
Drawdowns
BIDAX vs. LIVIX - Drawdown Comparison
The maximum BIDAX drawdown since its inception was -14.39%, smaller than the maximum LIVIX drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for BIDAX and LIVIX.
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Drawdown Indicators
| BIDAX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.39% | -34.44% | +20.05% |
Max Drawdown (1Y)Largest decline over 1 year | -4.83% | -11.82% | +6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -14.39% | -26.45% | +12.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.44% | — |
Current DrawdownCurrent decline from peak | -2.77% | -9.44% | +6.67% |
Average DrawdownAverage peak-to-trough decline | -3.56% | -4.56% | +1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 2.49% | -1.10% |
Volatility
BIDAX vs. LIVIX - Volatility Comparison
The current volatility for iShares Municipal Bond Index Fund (BIDAX) is 1.08%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 5.26%. This indicates that BIDAX 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.
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Volatility by Period
| BIDAX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 5.26% | -4.18% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 9.30% | -7.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.82% | 16.87% | -12.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.04% | 15.71% | -11.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.46% | 16.64% | -12.18% |