LIVIX vs. AMAGX
Compare and contrast key facts about BlackRock LifePath Index 2055 Fund (LIVIX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
LIVIX is managed by Blackrock. It was launched on May 30, 2011. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIVIX or AMAGX.
Correlation
The correlation between LIVIX and AMAGX is 0.90, 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. AMAGX - Performance Comparison
Key characteristics
LIVIX:
1.63
AMAGX:
0.86
LIVIX:
2.22
AMAGX:
1.24
LIVIX:
1.30
AMAGX:
1.16
LIVIX:
2.45
AMAGX:
1.26
LIVIX:
10.38
AMAGX:
4.32
LIVIX:
1.85%
AMAGX:
3.18%
LIVIX:
11.76%
AMAGX:
15.91%
LIVIX:
-34.44%
AMAGX:
-57.64%
LIVIX:
-3.55%
AMAGX:
-6.92%
Returns By Period
In the year-to-date period, LIVIX achieves a 16.72% return, which is significantly higher than AMAGX's 12.07% return. Over the past 10 years, LIVIX has outperformed AMAGX with an annualized return of 8.96%, while AMAGX has yielded a comparatively lower 8.43% annualized return.
LIVIX
16.72%
-0.56%
6.51%
17.68%
9.61%
8.96%
AMAGX
12.07%
-3.06%
-3.44%
12.91%
12.79%
8.43%
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LIVIX vs. AMAGX - Expense Ratio Comparison
LIVIX has a 0.10% expense ratio, which is lower than AMAGX's 0.91% expense ratio.
Risk-Adjusted Performance
LIVIX vs. AMAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Fund (LIVIX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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. AMAGX - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 0.75%, while AMAGX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | 0.01% | 2.04% | 1.83% | 1.99% | 1.56% | 2.61% | 2.34% | 2.27% | 2.17% | 2.33% | 2.14% | 2.36% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.16% | 0.17% | 0.07% | 0.22% | 0.36% | 0.47% | 0.49% | 0.75% | 0.54% | 0.37% | 0.60% |
Drawdowns
LIVIX vs. AMAGX - Drawdown Comparison
The maximum LIVIX drawdown since its inception was -34.44%, smaller than the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for LIVIX and AMAGX. For additional features, visit the drawdowns tool.
Volatility
LIVIX vs. AMAGX - Volatility Comparison
The current volatility for BlackRock LifePath Index 2055 Fund (LIVIX) is 3.57%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 5.83%. This indicates that LIVIX experiences smaller price fluctuations and is considered to be less risky than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.