LINKX vs. VTCLX
Compare and contrast key facts about BlackRock LifePath Index 2030 Fund (LINKX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX).
LINKX is managed by BlackRock. VTCLX is managed by BlackRock. It was launched on Sep 6, 1994.
Performance
LINKX vs. VTCLX - Performance Comparison
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LINKX vs. VTCLX - 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% |
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | -4.05% | 17.44% | 23.76% | 26.62% | -19.07% | 26.87% | 21.08% | 31.47% | -4.98% | 22.40% |
Returns By Period
In the year-to-date period, LINKX achieves a -0.16% return, which is significantly higher than VTCLX's -4.05% return. Over the past 10 years, LINKX has underperformed VTCLX with an annualized return of 7.36%, while VTCLX has yielded a comparatively higher 13.99% 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%
VTCLX
- 1D
- 2.93%
- 1M
- -5.03%
- YTD
- -4.05%
- 6M
- -1.91%
- 1Y
- 17.51%
- 3Y*
- 17.97%
- 5Y*
- 11.05%
- 10Y*
- 13.99%
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LINKX vs. VTCLX - Expense Ratio Comparison
Both LINKX and VTCLX have an expense ratio of 0.09%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
LINKX vs. VTCLX — Risk / Return Rank
LINKX
VTCLX
LINKX vs. VTCLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2030 Fund (LINKX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX). 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 | VTCLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.98 | +0.44 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.50 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.52 | +0.41 |
Martin ratioReturn relative to average drawdown | 8.99 | 7.35 | +1.64 |
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 | VTCLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.98 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.64 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.77 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.50 | +0.12 |
Correlation
The correlation between LINKX and VTCLX is 0.93, 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. VTCLX - Dividend Comparison
LINKX's dividend yield for the trailing twelve months is around 3.32%, more than VTCLX's 0.98% 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% |
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 0.98% | 0.93% | 1.04% | 1.24% | 1.47% | 1.04% | 1.32% | 1.52% | 1.83% | 1.57% | 1.76% | 1.69% |
Drawdowns
LINKX vs. VTCLX - Drawdown Comparison
The maximum LINKX drawdown since its inception was -24.19%, smaller than the maximum VTCLX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for LINKX and VTCLX.
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Drawdown Indicators
| LINKX | VTCLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.19% | -55.18% | +30.99% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -12.20% | +5.40% |
Max Drawdown (5Y)Largest decline over 5 years | -22.68% | -24.98% | +2.30% |
Max Drawdown (10Y)Largest decline over 10 years | -24.19% | -34.56% | +10.37% |
Current DrawdownCurrent decline from peak | -3.73% | -6.12% | +2.39% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -7.61% | +3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 2.53% | -1.07% |
Volatility
LINKX vs. VTCLX - Volatility Comparison
The current volatility for BlackRock LifePath Index 2030 Fund (LINKX) is 3.41%, while Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) has a volatility of 5.42%. This indicates that LINKX experiences smaller price fluctuations and is considered to be less risky than VTCLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LINKX | VTCLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 5.42% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 5.13% | 9.68% | -4.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.11% | 18.43% | -9.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.97% | 17.23% | -7.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 18.26% | -7.39% |