LEKIX vs. LTRIX
LEKIX (BlackRock LifePath ESG Index 2040 Fund) and LTRIX (Principal LifeTime 2045 Fund) are both Target Retirement Date funds. Over the past 5 years, LEKIX returned 6.82%/yr vs 8.14%/yr for LTRIX. Their 0.97 correlation means they have historically moved very closely together. LEKIX charges 0.06%/yr vs 0.01%/yr for LTRIX.
Performance
LEKIX vs. LTRIX - Performance Comparison
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Returns By Period
In the year-to-date period, LEKIX achieves a 8.61% return, which is significantly higher than LTRIX's 7.81% return.
LEKIX
- 1D
- 1.53%
- 1M
- -0.31%
- 6M
- 6.00%
- YTD
- 8.61%
- 1Y
- 18.01%
- 3Y*
- 12.56%
- 5Y*
- 6.82%
- 10Y*
- —
- ALL TIME*
- 9.95%
LTRIX
- 1D
- 1.55%
- 1M
- 0.31%
- 6M
- 5.25%
- YTD
- 7.81%
- 1Y
- 16.35%
- 3Y*
- 15.23%
- 5Y*
- 8.14%
- 10Y*
- 10.66%
- ALL TIME*
- 8.18%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LEKIX vs. LTRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LEKIX BlackRock LifePath ESG Index 2040 Fund | 8.61% | 17.47% | 7.45% | 18.96% | -17.72% | 16.89% | 12.05% |
LTRIX Principal LifeTime 2045 Fund | 7.81% | 16.69% | 16.90% | 19.40% | -18.51% | 16.55% | 13.00% |
Correlation
The correlation between LEKIX and LTRIX is 0.98 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.98 |
Correlation (3Y) Balances recent behavior with more history. | 0.96 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.97 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2020 | 0.97 |
The correlation between LEKIX and LTRIX has been stable across timeframes, ranging from 0.96 to 0.98 - a consistent structural relationship.
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Return for Risk
LEKIX vs. LTRIX — Risk / Return Rank
LEKIX
LTRIX
LEKIX vs. LTRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2040 Fund (LEKIX) and Principal LifeTime 2045 Fund (LTRIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LEKIX | LTRIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | 1.82 | +0.38 |
| Martin ratioReturn relative to average drawdown | 9.30 | 7.79 | +1.51 |
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Drawdowns
LEKIX vs. LTRIX - Drawdown Comparison
The maximum LEKIX drawdown since its inception was -25.28%, smaller than the maximum LTRIX drawdown of -51.39%. Use the drawdown chart below to compare losses from any high point for LEKIX and LTRIX.
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Drawdown Indicators
| LEKIX | LTRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.28% | -51.39% | +26.11% |
Max Drawdown (1Y)Largest decline over 1 year | -7.64% | -8.04% | +0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -16.24% | -14.47% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -25.28% | -26.25% | +0.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.56% | — |
Current DrawdownCurrent decline from peak | -1.24% | -0.84% | -0.40% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -7.15% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.88% | -0.08% |
Volatility
LEKIX vs. LTRIX - Volatility Comparison
BlackRock LifePath ESG Index 2040 Fund (LEKIX) and Principal LifeTime 2045 Fund (LTRIX) have volatilities of 3.09% and 3.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEKIX | LTRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.09% | 3.18% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.93% | 9.65% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.65% | 11.66% | -1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.38% | 14.70% | -1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.21% | 14.77% | -1.56% |
LEKIX vs. LTRIX - Expense Ratio Comparison
LEKIX has a 0.06% expense ratio, which is higher than LTRIX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
LEKIX vs. LTRIX - Dividend Comparison
LEKIX's dividend yield for the trailing twelve months is around 1.77%, less than LTRIX's 8.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEKIX BlackRock LifePath ESG Index 2040 Fund | 1.77% | 1.92% | 0.00% | 2.22% | 2.08% | 2.85% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LTRIX Principal LifeTime 2045 Fund | 8.63% | 9.31% | 9.40% | 4.25% | 8.71% | 6.75% | 4.62% | 6.93% | 7.50% | 4.57% | 4.48% | 5.42% |
Frequently Asked Questions
With a correlation of 0.98, LEKIX and LTRIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
LTRIX has higher volatility (3.18%) compared to LEKIX (3.09%). In terms of maximum drawdown, LEKIX dropped -25.28% vs LTRIX's -51.39%.
LEKIX currently has the higher Sharpe Ratio (1.58 vs 1.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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