LINKX vs. FASGX
Compare and contrast key facts about BlackRock LifePath Index 2030 Fund (LINKX) and Fidelity Asset Manager 70% Fund (FASGX).
LINKX is managed by BlackRock. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
LINKX vs. FASGX - Performance Comparison
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LINKX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LINKX BlackRock LifePath Index 2030 Fund | -0.16% | 14.19% | 6.31% | 14.58% | -16.42% | 11.27% | 12.22% | 21.09% | -5.56% | 16.36% |
FASGX Fidelity Asset Manager 70% Fund | -0.70% | 18.23% | 10.81% | 16.45% | -16.83% | 13.98% | 17.19% | 22.81% | -7.65% | 17.34% |
Returns By Period
In the year-to-date period, LINKX achieves a -0.16% return, which is significantly higher than FASGX's -0.70% return. Over the past 10 years, LINKX has underperformed FASGX with an annualized return of 7.36%, while FASGX has yielded a comparatively higher 8.96% annualized return.
LINKX
- 1D
- 1.51%
- 1M
- -3.19%
- YTD
- -0.16%
- 6M
- 1.40%
- 1Y
- 12.49%
- 3Y*
- 9.59%
- 5Y*
- 4.56%
- 10Y*
- 7.36%
FASGX
- 1D
- 2.36%
- 1M
- -4.75%
- YTD
- -0.70%
- 6M
- 1.92%
- 1Y
- 17.75%
- 3Y*
- 12.59%
- 5Y*
- 6.64%
- 10Y*
- 8.96%
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LINKX vs. FASGX - Expense Ratio Comparison
LINKX has a 0.09% expense ratio, which is lower than FASGX's 0.67% expense ratio.
Return for Risk
LINKX vs. FASGX — Risk / Return Rank
LINKX
FASGX
LINKX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2030 Fund (LINKX) and Fidelity Asset Manager 70% Fund (FASGX). 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.
| LINKX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.41 | +0.01 |
Sortino ratioReturn per unit of downside risk | 2.05 | 2.01 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.30 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.00 | -0.07 |
Martin ratioReturn relative to average drawdown | 8.99 | 8.74 | +0.25 |
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
| LINKX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.41 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.55 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.71 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.60 | +0.01 |
Correlation
The correlation between LINKX and FASGX is 0.97, 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
LINKX vs. FASGX - Dividend Comparison
LINKX's dividend yield for the trailing twelve months is around 3.32%, less than FASGX's 7.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LINKX BlackRock LifePath Index 2030 Fund | 3.32% | 3.32% | 0.02% | 2.53% | 2.58% | 2.52% | 1.27% | 3.26% | 2.44% | 2.33% | 2.41% | 3.08% |
FASGX Fidelity Asset Manager 70% Fund | 7.39% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Drawdowns
LINKX vs. FASGX - Drawdown Comparison
The maximum LINKX drawdown since its inception was -24.19%, smaller than the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for LINKX and FASGX.
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Drawdown Indicators
| LINKX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.19% | -47.35% | +23.16% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -9.07% | +2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -22.68% | -23.54% | +0.86% |
Max Drawdown (10Y)Largest decline over 10 years | -24.19% | -27.20% | +3.01% |
Current DrawdownCurrent decline from peak | -3.73% | -5.77% | +2.04% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -6.74% | +3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 2.07% | -0.61% |
Volatility
LINKX vs. FASGX - Volatility Comparison
The current volatility for BlackRock LifePath Index 2030 Fund (LINKX) is 3.41%, while Fidelity Asset Manager 70% Fund (FASGX) has a volatility of 5.30%. This indicates that LINKX experiences smaller price fluctuations and is considered to be less risky than FASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LINKX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 5.30% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 5.13% | 8.12% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.11% | 13.00% | -3.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.97% | 12.18% | -2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 12.58% | -1.71% |