CTRZX vs. LIVIX
Compare and contrast key facts about Multi-Manager Total Return Bond Strategies Fund (CTRZX) and BlackRock LifePath Index 2055 Fund (LIVIX).
CTRZX is managed by BlackRock. It was launched on Jan 3, 2017. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
CTRZX vs. LIVIX - Performance Comparison
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CTRZX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTRZX Multi-Manager Total Return Bond Strategies Fund | -0.65% | 7.48% | 2.03% | 5.78% | -14.46% | -0.95% | 8.47% | 9.07% | -0.96% | 3.79% |
LIVIX BlackRock LifePath Index 2055 Fund | -4.27% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 18.53% |
Returns By Period
In the year-to-date period, CTRZX achieves a -0.65% return, which is significantly higher than LIVIX's -4.27% return.
CTRZX
- 1D
- 0.47%
- 1M
- -2.48%
- YTD
- -0.65%
- 6M
- 0.39%
- 1Y
- 3.89%
- 3Y*
- 3.71%
- 5Y*
- 0.21%
- 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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CTRZX vs. LIVIX - Expense Ratio Comparison
CTRZX has a 0.49% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Return for Risk
CTRZX vs. LIVIX — Risk / Return Rank
CTRZX
LIVIX
CTRZX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Multi-Manager Total Return Bond Strategies Fund (CTRZX) 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.
| CTRZX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.06 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.58 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.24 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.34 | +0.37 |
Martin ratioReturn relative to average drawdown | 4.93 | 6.36 | -1.42 |
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
| CTRZX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.06 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.52 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.57 | -0.20 |
Correlation
The correlation between CTRZX 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
CTRZX vs. LIVIX - Dividend Comparison
CTRZX's dividend yield for the trailing twelve months is around 4.08%, more than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRZX Multi-Manager Total Return Bond Strategies Fund | 4.08% | 4.39% | 4.61% | 3.47% | 2.70% | 2.13% | 4.69% | 3.32% | 2.89% | 2.22% | 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
CTRZX vs. LIVIX - Drawdown Comparison
The maximum CTRZX drawdown since its inception was -19.33%, smaller than the maximum LIVIX drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for CTRZX and LIVIX.
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Drawdown Indicators
| CTRZX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.33% | -34.44% | +15.11% |
Max Drawdown (1Y)Largest decline over 1 year | -2.93% | -11.82% | +8.89% |
Max Drawdown (5Y)Largest decline over 5 years | -19.33% | -26.45% | +7.12% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.44% | — |
Current DrawdownCurrent decline from peak | -2.59% | -9.44% | +6.85% |
Average DrawdownAverage peak-to-trough decline | -5.11% | -4.56% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 2.49% | -1.47% |
Volatility
CTRZX vs. LIVIX - Volatility Comparison
The current volatility for Multi-Manager Total Return Bond Strategies Fund (CTRZX) is 1.68%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 5.26%. This indicates that CTRZX 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
| CTRZX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.68% | 5.26% | -3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 2.68% | 9.30% | -6.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.60% | 16.87% | -12.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.97% | 15.71% | -9.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.12% | 16.64% | -11.52% |