Correlation
The correlation between LIVIX and AAMTX is 0.95, 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.
LIVIX vs. AAMTX
Compare and contrast key facts about BlackRock LifePath Index 2055 Fund (LIVIX) and American Funds 2055 Target Date Retirement Fund (AAMTX).
LIVIX is managed by Blackrock. It was launched on May 30, 2011. AAMTX is managed by American Funds. It was launched on Jan 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIVIX or AAMTX.
Performance
LIVIX vs. AAMTX - Performance Comparison
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Key characteristics
LIVIX:
0.78
AAMTX:
0.82
LIVIX:
1.10
AAMTX:
1.09
LIVIX:
1.16
AAMTX:
1.16
LIVIX:
0.75
AAMTX:
0.75
LIVIX:
3.26
AAMTX:
3.12
LIVIX:
3.81%
AAMTX:
3.72%
LIVIX:
17.65%
AAMTX:
16.10%
LIVIX:
-34.44%
AAMTX:
-29.32%
LIVIX:
-0.59%
AAMTX:
-0.33%
Returns By Period
The year-to-date returns for both investments are quite close, with LIVIX having a 4.86% return and AAMTX slightly higher at 4.94%. Both investments have delivered pretty close results over the past 10 years, with LIVIX having a 9.18% annualized return and AAMTX not far ahead at 9.21%.
LIVIX
4.86%
5.30%
1.65%
12.85%
11.47%
12.90%
9.18%
AAMTX
4.94%
5.55%
2.60%
12.57%
11.43%
11.32%
9.21%
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LIVIX vs. AAMTX - Expense Ratio Comparison
LIVIX has a 0.10% expense ratio, which is lower than AAMTX's 0.33% expense ratio.
Risk-Adjusted Performance
LIVIX vs. AAMTX — Risk-Adjusted Performance Rank
LIVIX
AAMTX
LIVIX vs. AAMTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Fund (LIVIX) and American Funds 2055 Target Date Retirement Fund (AAMTX). 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.
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Dividends
LIVIX vs. AAMTX - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 2.21%, less than AAMTX's 3.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | 2.21% | 2.32% | 2.04% | 1.97% | 2.04% | 1.60% | 2.95% | 2.34% | 2.27% | 2.29% | 2.87% | 2.73% |
AAMTX American Funds 2055 Target Date Retirement Fund | 3.07% | 3.22% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% | 3.25% |
Drawdowns
LIVIX vs. AAMTX - Drawdown Comparison
The maximum LIVIX drawdown since its inception was -34.44%, which is greater than AAMTX's maximum drawdown of -29.32%. Use the drawdown chart below to compare losses from any high point for LIVIX and AAMTX.
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Volatility
LIVIX vs. AAMTX - Volatility Comparison
BlackRock LifePath Index 2055 Fund (LIVIX) and American Funds 2055 Target Date Retirement Fund (AAMTX) have volatilities of 3.71% and 3.73%, 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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