LINKX vs. VTMFX
Compare and contrast key facts about BlackRock LifePath Index 2030 Fund (LINKX) and Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX).
LINKX is managed by BlackRock. VTMFX is managed by BlackRock. It was launched on Sep 6, 1994.
Performance
LINKX vs. VTMFX - Performance Comparison
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LINKX vs. VTMFX - 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% |
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares | -2.15% | 11.28% | 12.17% | 15.55% | -12.69% | 13.10% | 13.31% | 18.01% | -1.40% | 12.61% |
Returns By Period
In the year-to-date period, LINKX achieves a -0.16% return, which is significantly higher than VTMFX's -2.15% return. Over the past 10 years, LINKX has underperformed VTMFX with an annualized return of 7.36%, while VTMFX has yielded a comparatively higher 7.97% 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%
VTMFX
- 1D
- 1.46%
- 1M
- -3.58%
- YTD
- -2.15%
- 6M
- -0.34%
- 1Y
- 10.95%
- 3Y*
- 10.43%
- 5Y*
- 6.18%
- 10Y*
- 7.97%
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LINKX vs. VTMFX - Expense Ratio Comparison
Both LINKX and VTMFX 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. VTMFX — Risk / Return Rank
LINKX
VTMFX
LINKX vs. VTMFX - 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 Balanced Fund Admiral Shares (VTMFX). 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 | VTMFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.34 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.94 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.29 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.73 | +0.20 |
Martin ratioReturn relative to average drawdown | 8.99 | 8.12 | +0.88 |
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 | VTMFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.34 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.73 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.88 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.82 | -0.20 |
Correlation
The correlation between LINKX and VTMFX 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. VTMFX - Dividend Comparison
LINKX's dividend yield for the trailing twelve months is around 3.32%, more than VTMFX's 2.28% 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% |
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares | 2.28% | 2.14% | 2.08% | 1.94% | 1.85% | 1.38% | 1.72% | 2.05% | 2.22% | 2.00% | 2.13% | 2.06% |
Drawdowns
LINKX vs. VTMFX - Drawdown Comparison
The maximum LINKX drawdown since its inception was -24.19%, smaller than the maximum VTMFX drawdown of -28.49%. Use the drawdown chart below to compare losses from any high point for LINKX and VTMFX.
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Drawdown Indicators
| LINKX | VTMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.19% | -28.49% | +4.30% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -6.82% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -22.68% | -17.40% | -5.28% |
Max Drawdown (10Y)Largest decline over 10 years | -24.19% | -21.87% | -2.32% |
Current DrawdownCurrent decline from peak | -3.73% | -4.00% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -3.57% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 1.45% | +0.01% |
Volatility
LINKX vs. VTMFX - Volatility Comparison
BlackRock LifePath Index 2030 Fund (LINKX) has a higher volatility of 3.41% compared to Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX) at 2.86%. This indicates that LINKX's price experiences larger fluctuations and is considered to be riskier than VTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LINKX | VTMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 2.86% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 5.13% | 4.82% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.11% | 8.55% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.97% | 8.51% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 9.10% | +1.77% |