LIRIX vs. BRK-B
Compare and contrast key facts about BlackRock LifePath Index Retirement Fund (LIRIX) and Berkshire Hathaway Inc. (BRK-B).
LIRIX is managed by Blackrock. It was launched on May 30, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIRIX or BRK-B.
Correlation
The correlation between LIRIX and BRK-B is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LIRIX vs. BRK-B - Performance Comparison
Key characteristics
LIRIX:
1.64
BRK-B:
1.25
LIRIX:
2.33
BRK-B:
1.85
LIRIX:
1.30
BRK-B:
1.23
LIRIX:
1.25
BRK-B:
2.23
LIRIX:
7.35
BRK-B:
5.25
LIRIX:
1.35%
BRK-B:
3.56%
LIRIX:
6.09%
BRK-B:
14.93%
LIRIX:
-21.06%
BRK-B:
-53.86%
LIRIX:
-0.16%
BRK-B:
-0.41%
Returns By Period
In the year-to-date period, LIRIX achieves a 2.76% return, which is significantly lower than BRK-B's 6.29% return. Over the past 10 years, LIRIX has underperformed BRK-B with an annualized return of 4.41%, while BRK-B has yielded a comparatively higher 12.61% annualized return.
LIRIX
2.76%
1.22%
2.64%
10.20%
3.70%
4.41%
BRK-B
6.29%
2.82%
7.30%
17.73%
16.06%
12.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
LIRIX vs. BRK-B — Risk-Adjusted Performance Rank
LIRIX
BRK-B
LIRIX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index Retirement Fund (LIRIX) and Berkshire Hathaway Inc. (BRK-B). 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.
Dividends
LIRIX vs. BRK-B - Dividend Comparison
LIRIX's dividend yield for the trailing twelve months is around 2.85%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIRIX BlackRock LifePath Index Retirement Fund | 2.85% | 2.93% | 2.61% | 2.53% | 2.12% | 1.93% | 2.32% | 2.37% | 2.02% | 1.98% | 1.92% | 1.81% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LIRIX vs. BRK-B - Drawdown Comparison
The maximum LIRIX drawdown since its inception was -21.06%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for LIRIX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
LIRIX vs. BRK-B - Volatility Comparison
The current volatility for BlackRock LifePath Index Retirement Fund (LIRIX) is 1.38%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.62%. This indicates that LIRIX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.