BIMBX vs. LIVIX
Compare and contrast key facts about BlackRock Systematic Multi-Strategy Class I (BIMBX) and BlackRock LifePath Index 2055 Fund (LIVIX).
BIMBX is managed by BlackRock. It was launched on May 19, 2015. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
BIMBX vs. LIVIX - Performance Comparison
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BIMBX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIMBX BlackRock Systematic Multi-Strategy Class I | 0.96% | 5.00% | 6.83% | 6.43% | -2.95% | 6.18% | 3.57% | 8.43% | 1.83% | 9.89% |
LIVIX BlackRock LifePath Index 2055 Fund | -4.27% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
Returns By Period
In the year-to-date period, BIMBX achieves a 0.96% return, which is significantly higher than LIVIX's -4.27% return. Over the past 10 years, BIMBX has underperformed LIVIX with an annualized return of 4.70%, while LIVIX has yielded a comparatively higher 10.44% annualized return.
BIMBX
- 1D
- 0.48%
- 1M
- -3.15%
- YTD
- 0.96%
- 6M
- 2.76%
- 1Y
- 3.06%
- 3Y*
- 6.50%
- 5Y*
- 4.19%
- 10Y*
- 4.70%
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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BIMBX vs. LIVIX - Expense Ratio Comparison
BIMBX has a 0.98% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Return for Risk
BIMBX vs. LIVIX — Risk / Return Rank
BIMBX
LIVIX
BIMBX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Systematic Multi-Strategy Class I (BIMBX) 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.
| BIMBX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.06 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.58 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.24 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.34 | -0.36 |
Martin ratioReturn relative to average drawdown | 3.57 | 6.36 | -2.78 |
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
| BIMBX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.06 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.19 | 0.52 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.34 | 0.63 | +0.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.43 | 0.57 | +0.86 |
Correlation
The correlation between BIMBX and LIVIX is 0.22, 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
BIMBX vs. LIVIX - Dividend Comparison
BIMBX's dividend yield for the trailing twelve months is around 2.25%, less than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMBX BlackRock Systematic Multi-Strategy Class I | 2.25% | 2.27% | 4.07% | 4.48% | 4.99% | 2.62% | 1.31% | 3.90% | 8.93% | 4.08% | 5.00% | 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
BIMBX vs. LIVIX - Drawdown Comparison
The maximum BIMBX drawdown since its inception was -8.73%, smaller than the maximum LIVIX drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for BIMBX and LIVIX.
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Drawdown Indicators
| BIMBX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.73% | -34.44% | +25.71% |
Max Drawdown (1Y)Largest decline over 1 year | -3.61% | -11.82% | +8.21% |
Max Drawdown (5Y)Largest decline over 5 years | -6.50% | -26.45% | +19.95% |
Max Drawdown (10Y)Largest decline over 10 years | -8.73% | -34.44% | +25.71% |
Current DrawdownCurrent decline from peak | -3.15% | -9.44% | +6.29% |
Average DrawdownAverage peak-to-trough decline | -1.14% | -4.56% | +3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 2.49% | -1.50% |
Volatility
BIMBX vs. LIVIX - Volatility Comparison
The current volatility for BlackRock Systematic Multi-Strategy Class I (BIMBX) is 1.54%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 5.26%. This indicates that BIMBX 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
| BIMBX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 5.26% | -3.72% |
Volatility (6M)Calculated over the trailing 6-month period | 2.83% | 9.30% | -6.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.03% | 16.87% | -12.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.53% | 15.71% | -12.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.52% | 16.64% | -13.12% |