LEGIX vs. FRAMX
Compare and contrast key facts about BlackRock LifePath ESG Index 2050 Fund (LEGIX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
LEGIX is managed by BlackRock. It was launched on Aug 17, 2020. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
LEGIX vs. FRAMX - Performance Comparison
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LEGIX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LEGIX BlackRock LifePath ESG Index 2050 Fund | -4.30% | 20.22% | 12.41% | 20.84% | -18.60% | 19.76% | 13.65% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | -0.57% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 3.83% |
Returns By Period
In the year-to-date period, LEGIX achieves a -4.30% return, which is significantly lower than FRAMX's -0.57% return.
LEGIX
- 1D
- -0.19%
- 1M
- -8.68%
- YTD
- -4.30%
- 6M
- -1.54%
- 1Y
- 16.47%
- 3Y*
- 13.45%
- 5Y*
- 7.54%
- 10Y*
- —
FRAMX
- 1D
- 0.26%
- 1M
- -3.20%
- YTD
- -0.57%
- 6M
- 0.62%
- 1Y
- 6.78%
- 3Y*
- 5.66%
- 5Y*
- 2.13%
- 10Y*
- 3.65%
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LEGIX vs. FRAMX - Expense Ratio Comparison
LEGIX has a 0.05% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
LEGIX vs. FRAMX — Risk / Return Rank
LEGIX
FRAMX
LEGIX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2050 Fund (LEGIX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| LEGIX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.50 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.09 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.30 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.00 | -0.70 |
Martin ratioReturn relative to average drawdown | 6.14 | 8.06 | -1.92 |
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
| LEGIX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.50 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.41 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.49 | +0.17 |
Correlation
The correlation between LEGIX and FRAMX is 0.71, 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
LEGIX vs. FRAMX - Dividend Comparison
LEGIX's dividend yield for the trailing twelve months is around 1.73%, less than FRAMX's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEGIX BlackRock LifePath ESG Index 2050 Fund | 1.73% | 1.66% | 0.00% | 2.11% | 1.92% | 2.50% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.91% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
LEGIX vs. FRAMX - Drawdown Comparison
The maximum LEGIX drawdown since its inception was -27.07%, smaller than the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for LEGIX and FRAMX.
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Drawdown Indicators
| LEGIX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.07% | -33.94% | +6.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -3.45% | -7.91% |
Max Drawdown (5Y)Largest decline over 5 years | -27.07% | -16.31% | -10.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.31% | — |
Current DrawdownCurrent decline from peak | -9.20% | -3.20% | -6.00% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -3.87% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 0.86% | +1.55% |
Volatility
LEGIX vs. FRAMX - Volatility Comparison
BlackRock LifePath ESG Index 2050 Fund (LEGIX) has a higher volatility of 5.00% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 1.96%. This indicates that LEGIX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEGIX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 1.96% | +3.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.86% | 2.86% | +6.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.07% | 4.59% | +11.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.46% | 5.21% | +10.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.45% | 4.47% | +10.98% |