GCTIX vs. LIVIX
Compare and contrast key facts about Goldman Sachs U.S. Tax-Managed Equity Fund (GCTIX) and BlackRock LifePath Index 2055 Fund (LIVIX).
GCTIX is managed by BlackRock. It was launched on Apr 3, 2000. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
GCTIX vs. LIVIX - Performance Comparison
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GCTIX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GCTIX Goldman Sachs U.S. Tax-Managed Equity Fund | -7.27% | 15.35% | 27.60% | 23.80% | -20.26% | 29.22% | 17.53% | 25.90% | -7.78% | 20.29% |
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, GCTIX achieves a -7.27% return, which is significantly lower than LIVIX's -4.27% return. Over the past 10 years, GCTIX has outperformed LIVIX with an annualized return of 12.17%, while LIVIX has yielded a comparatively lower 10.44% annualized return.
GCTIX
- 1D
- -0.65%
- 1M
- -8.78%
- YTD
- -7.27%
- 6M
- -4.94%
- 1Y
- 13.80%
- 3Y*
- 16.64%
- 5Y*
- 10.41%
- 10Y*
- 12.17%
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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GCTIX vs. LIVIX - Expense Ratio Comparison
GCTIX has a 0.75% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Return for Risk
GCTIX vs. LIVIX — Risk / Return Rank
GCTIX
LIVIX
GCTIX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs U.S. Tax-Managed Equity Fund (GCTIX) 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.
| GCTIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.06 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.58 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.34 | -0.42 |
Martin ratioReturn relative to average drawdown | 4.16 | 6.36 | -2.20 |
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
| GCTIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.06 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.52 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.63 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.57 | -0.14 |
Correlation
The correlation between GCTIX and LIVIX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GCTIX vs. LIVIX - Dividend Comparison
GCTIX's dividend yield for the trailing twelve months is around 0.55%, less than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCTIX Goldman Sachs U.S. Tax-Managed Equity Fund | 0.55% | 0.51% | 3.06% | 0.52% | 0.71% | 0.42% | 0.70% | 0.68% | 0.10% | 0.86% | 0.96% | 1.02% |
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
GCTIX vs. LIVIX - Drawdown Comparison
The maximum GCTIX drawdown since its inception was -56.62%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for GCTIX and LIVIX.
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Drawdown Indicators
| GCTIX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.62% | -34.44% | -22.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -11.82% | -0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -25.86% | -26.45% | +0.59% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -34.44% | -1.10% |
Current DrawdownCurrent decline from peak | -9.98% | -9.44% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -4.56% | -5.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.49% | +0.30% |
Volatility
GCTIX vs. LIVIX - Volatility Comparison
The current volatility for Goldman Sachs U.S. Tax-Managed Equity Fund (GCTIX) is 4.71%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 5.26%. This indicates that GCTIX 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
| GCTIX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 5.26% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.71% | 9.30% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.86% | 16.87% | +1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.79% | 15.71% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 16.64% | +2.19% |