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CHILX vs. LIVIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CHILX vs. LIVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock China A Opportunities Fund (CHILX) and BlackRock LifePath Index 2055 Fund (LIVIX). The values are adjusted to include any dividend payments, if applicable.

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CHILX vs. LIVIX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
CHILX
BlackRock China A Opportunities Fund
0.13%26.30%15.44%-12.29%-28.54%3.54%48.69%48.44%
LIVIX
BlackRock LifePath Index 2055 Fund
-1.33%21.57%13.60%21.62%-18.38%18.75%14.99%29.01%

Returns By Period

In the year-to-date period, CHILX achieves a 0.13% return, which is significantly higher than LIVIX's -1.33% return.


CHILX

1D
1.14%
1M
-5.75%
YTD
0.13%
6M
1.86%
1Y
23.88%
3Y*
6.30%
5Y*
-0.62%
10Y*

LIVIX

1D
3.07%
1M
-5.50%
YTD
-1.33%
6M
1.19%
1Y
20.91%
3Y*
15.72%
5Y*
8.52%
10Y*
10.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CHILX vs. LIVIX - Expense Ratio Comparison

CHILX has a 0.99% expense ratio, which is higher than LIVIX's 0.10% expense ratio.


Return for Risk

CHILX vs. LIVIX — Risk / Return Rank

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

CHILX
CHILX Risk / Return Rank: 6969
Overall Rank
CHILX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
CHILX Sortino Ratio Rank: 6767
Sortino Ratio Rank
CHILX Omega Ratio Rank: 6363
Omega Ratio Rank
CHILX Calmar Ratio Rank: 7373
Calmar Ratio Rank
CHILX Martin Ratio Rank: 7171
Martin Ratio Rank

LIVIX
LIVIX Risk / Return Rank: 7474
Overall Rank
LIVIX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
LIVIX Sortino Ratio Rank: 7272
Sortino Ratio Rank
LIVIX Omega Ratio Rank: 7171
Omega Ratio Rank
LIVIX Calmar Ratio Rank: 7575
Calmar Ratio Rank
LIVIX Martin Ratio Rank: 8282
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.

CHILX vs. LIVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock China A Opportunities Fund (CHILX) 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.


CHILXLIVIXDifference

Sharpe ratio

Return per unit of total volatility

1.33

1.25

+0.07

Sortino ratio

Return per unit of downside risk

1.77

1.85

-0.08

Omega ratio

Gain probability vs. loss probability

1.25

1.28

-0.02

Calmar ratio

Return relative to maximum drawdown

1.81

1.81

0.00

Martin ratio

Return relative to average drawdown

7.17

8.47

-1.30

CHILX vs. LIVIX - Sharpe Ratio Comparison

The current CHILX Sharpe Ratio is 1.33, which is comparable to the LIVIX Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of CHILX and LIVIX, 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


CHILXLIVIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.33

1.25

+0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

0.54

-0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.59

-0.10

Correlation

The correlation between CHILX and LIVIX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

CHILX vs. LIVIX - Dividend Comparison

CHILX's dividend yield for the trailing twelve months is around 2.93%, more than LIVIX's 2.52% yield.


TTM20252024202320222021202020192018201720162015
CHILX
BlackRock China A Opportunities Fund
2.93%2.94%2.11%2.02%0.92%1.19%3.64%12.77%0.00%0.00%0.00%0.00%
LIVIX
BlackRock LifePath Index 2055 Fund
2.52%2.48%0.01%2.04%1.96%2.04%1.56%2.95%2.35%2.27%1.54%2.88%

Drawdowns

CHILX vs. LIVIX - Drawdown Comparison

The maximum CHILX drawdown since its inception was -47.73%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for CHILX and LIVIX.


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Drawdown Indicators


CHILXLIVIXDifference

Max Drawdown

Largest peak-to-trough decline

-47.73%

-34.44%

-13.29%

Max Drawdown (1Y)

Largest decline over 1 year

-11.51%

-11.82%

+0.31%

Max Drawdown (5Y)

Largest decline over 5 years

-43.95%

-26.45%

-17.50%

Max Drawdown (10Y)

Largest decline over 10 years

-34.44%

Current Drawdown

Current decline from peak

-16.23%

-6.66%

-9.57%

Average Drawdown

Average peak-to-trough decline

-20.75%

-4.56%

-16.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.14%

2.53%

+0.61%

Volatility

CHILX vs. LIVIX - Volatility Comparison

The current volatility for BlackRock China A Opportunities Fund (CHILX) is 5.77%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 6.29%. This indicates that CHILX 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


CHILXLIVIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.77%

6.29%

-0.52%

Volatility (6M)

Calculated over the trailing 6-month period

11.32%

9.78%

+1.54%

Volatility (1Y)

Calculated over the trailing 1-year period

17.24%

17.10%

+0.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.15%

15.77%

+4.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.87%

16.67%

+5.20%