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.
Correlation
The correlation between LIVIX and AAMTX is 0.96, 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.
Performance
LIVIX vs. AAMTX - Performance Comparison
Key characteristics
LIVIX:
0.38
AAMTX:
0.15
LIVIX:
0.66
AAMTX:
0.32
LIVIX:
1.09
AAMTX:
1.04
LIVIX:
0.40
AAMTX:
0.15
LIVIX:
1.90
AAMTX:
0.64
LIVIX:
3.47%
AAMTX:
3.72%
LIVIX:
17.24%
AAMTX:
15.82%
LIVIX:
-34.44%
AAMTX:
-29.80%
LIVIX:
-10.24%
AAMTX:
-10.95%
Returns By Period
In the year-to-date period, LIVIX achieves a -5.32% return, which is significantly higher than AAMTX's -5.59% return. Over the past 10 years, LIVIX has outperformed AAMTX with an annualized return of 7.91%, while AAMTX has yielded a comparatively lower 5.04% annualized return.
LIVIX
-5.32%
-6.21%
-7.38%
7.14%
11.97%
7.91%
AAMTX
-5.59%
-6.06%
-9.26%
3.03%
7.10%
5.04%
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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.
Dividends
LIVIX vs. AAMTX - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 2.16%, less than AAMTX's 3.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | 2.16% | 2.04% | 2.04% | 1.83% | 1.99% | 1.56% | 2.61% | 2.34% | 2.27% | 2.17% | 2.33% | 2.14% |
AAMTX American Funds 2055 Target Date Retirement Fund | 3.41% | 3.22% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% | 4.11% |
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 -29.80%. Use the drawdown chart below to compare losses from any high point for LIVIX and AAMTX. For additional features, visit the drawdowns tool.
Volatility
LIVIX vs. AAMTX - Volatility Comparison
BlackRock LifePath Index 2055 Fund (LIVIX) has a higher volatility of 12.27% compared to American Funds 2055 Target Date Retirement Fund (AAMTX) at 10.45%. This indicates that LIVIX's price experiences larger fluctuations and is considered to be riskier than AAMTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.