LIVIX vs. BDMIX
Compare and contrast key facts about BlackRock LifePath Index 2055 Fund (LIVIX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
LIVIX is managed by BlackRock. It was launched on May 30, 2011. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
LIVIX vs. BDMIX - Performance Comparison
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LIVIX vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | -1.33% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 4.32% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.85% |
Returns By Period
In the year-to-date period, LIVIX achieves a -1.33% return, which is significantly lower than BDMIX's 4.32% return. Over the past 10 years, LIVIX has outperformed BDMIX with an annualized return of 10.77%, while BDMIX has yielded a comparatively lower 7.29% annualized return.
LIVIX
- 1D
- 3.07%
- 1M
- -5.50%
- YTD
- -1.33%
- 6M
- 1.19%
- 1Y
- 20.91%
- 3Y*
- 15.72%
- 5Y*
- 8.52%
- 10Y*
- 10.77%
BDMIX
- 1D
- 0.73%
- 1M
- 1.60%
- YTD
- 4.32%
- 6M
- 8.75%
- 1Y
- 17.17%
- 3Y*
- 18.86%
- 5Y*
- 11.38%
- 10Y*
- 7.29%
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LIVIX vs. BDMIX - Expense Ratio Comparison
LIVIX has a 0.10% expense ratio, which is lower than BDMIX's 1.57% expense ratio.
Return for Risk
LIVIX vs. BDMIX — Risk / Return Rank
LIVIX
BDMIX
LIVIX vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Fund (LIVIX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| LIVIX | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 2.55 | -1.30 |
Sortino ratioReturn per unit of downside risk | 1.85 | 3.73 | -1.88 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.48 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 5.14 | -3.32 |
Martin ratioReturn relative to average drawdown | 8.47 | 14.25 | -5.78 |
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
| LIVIX | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 2.55 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 1.76 | -1.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 1.27 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 1.15 | -0.56 |
Correlation
The correlation between LIVIX and BDMIX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LIVIX vs. BDMIX - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 2.52%, less than BDMIX's 8.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | 2.52% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.56% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
LIVIX vs. BDMIX - Drawdown Comparison
The maximum LIVIX drawdown since its inception was -34.44%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for LIVIX and BDMIX.
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Drawdown Indicators
| LIVIX | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.44% | -11.89% | -22.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -3.60% | -8.22% |
Max Drawdown (5Y)Largest decline over 5 years | -26.45% | -7.45% | -19.00% |
Max Drawdown (10Y)Largest decline over 10 years | -34.44% | -9.44% | -25.00% |
Current DrawdownCurrent decline from peak | -6.66% | -0.13% | -6.53% |
Average DrawdownAverage peak-to-trough decline | -4.56% | -2.71% | -1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 1.30% | +1.23% |
Volatility
LIVIX vs. BDMIX - Volatility Comparison
BlackRock LifePath Index 2055 Fund (LIVIX) has a higher volatility of 6.29% compared to BlackRock Global Long/Short Equity Fund Class I (BDMIX) at 1.72%. This indicates that LIVIX's price experiences larger fluctuations and is considered to be riskier than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIVIX | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 1.72% | +4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 4.78% | +5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.10% | 6.93% | +10.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 6.51% | +9.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.67% | 5.77% | +10.90% |