BSIIX vs. LIVIX
Compare and contrast key facts about BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and BlackRock LifePath Index 2055 Fund (LIVIX).
BSIIX is managed by BlackRock. It was launched on Feb 5, 2008. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
BSIIX vs. LIVIX - Performance Comparison
Loading graphics...
BSIIX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | -0.96% | 8.59% | 5.22% | 6.18% | -6.14% | 0.80% | 7.22% | 7.65% | -0.42% | 4.89% |
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, BSIIX achieves a -0.96% return, which is significantly higher than LIVIX's -4.27% return. Over the past 10 years, BSIIX has underperformed LIVIX with an annualized return of 3.62%, while LIVIX has yielded a comparatively higher 10.44% annualized return.
BSIIX
- 1D
- 0.21%
- 1M
- -2.64%
- YTD
- -0.96%
- 6M
- 0.50%
- 1Y
- 5.73%
- 3Y*
- 5.74%
- 5Y*
- 2.54%
- 10Y*
- 3.62%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BSIIX vs. LIVIX - Expense Ratio Comparison
BSIIX has a 0.69% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Return for Risk
BSIIX vs. LIVIX — Risk / Return Rank
BSIIX
LIVIX
BSIIX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) 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.
| BSIIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.10 | 1.06 | +1.04 |
Sortino ratioReturn per unit of downside risk | 3.06 | 1.58 | +1.48 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.24 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 1.34 | +0.86 |
Martin ratioReturn relative to average drawdown | 9.63 | 6.36 | +3.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BSIIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 1.06 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.52 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 0.63 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.28 | 0.57 | +0.70 |
Correlation
The correlation between BSIIX and LIVIX is 0.33, 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
BSIIX vs. LIVIX - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.79%, more than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.79% | 5.07% | 4.75% | 3.33% | 3.58% | 2.98% | 2.92% | 3.54% | 3.32% | 3.45% | 2.91% | 3.19% |
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
BSIIX vs. LIVIX - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.76%, smaller than the maximum LIVIX drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for BSIIX and LIVIX.
Loading graphics...
Drawdown Indicators
| BSIIX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.76% | -34.44% | +15.68% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -11.82% | +8.98% |
Max Drawdown (5Y)Largest decline over 5 years | -9.13% | -26.45% | +17.32% |
Max Drawdown (10Y)Largest decline over 10 years | -9.91% | -34.44% | +24.53% |
Current DrawdownCurrent decline from peak | -2.64% | -9.44% | +6.80% |
Average DrawdownAverage peak-to-trough decline | -1.82% | -4.56% | +2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 2.49% | -1.84% |
Volatility
BSIIX vs. LIVIX - Volatility Comparison
The current volatility for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) is 1.21%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 5.26%. This indicates that BSIIX 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.
Loading graphics...
Volatility by Period
| BSIIX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 5.26% | -4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 1.98% | 9.30% | -7.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.89% | 16.87% | -13.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.58% | 15.71% | -12.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.11% | 16.64% | -13.53% |