LIVIX vs. FASGX
Compare and contrast key facts about BlackRock LifePath Index 2055 Fund (LIVIX) and Fidelity Asset Manager 70% Fund (FASGX).
LIVIX is managed by BlackRock. It was launched on May 30, 2011. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
LIVIX vs. FASGX - Performance Comparison
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LIVIX vs. FASGX - 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% |
FASGX Fidelity Asset Manager 70% Fund | -0.70% | 18.23% | 10.81% | 16.45% | -16.83% | 13.98% | 17.19% | 22.81% | -7.65% | 17.34% |
Returns By Period
In the year-to-date period, LIVIX achieves a -1.33% return, which is significantly lower than FASGX's -0.70% return. Over the past 10 years, LIVIX has outperformed FASGX with an annualized return of 10.77%, while FASGX has yielded a comparatively lower 8.96% 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%
FASGX
- 1D
- 2.36%
- 1M
- -4.75%
- YTD
- -0.70%
- 6M
- 1.92%
- 1Y
- 17.75%
- 3Y*
- 12.59%
- 5Y*
- 6.64%
- 10Y*
- 8.96%
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LIVIX vs. FASGX - Expense Ratio Comparison
LIVIX has a 0.10% expense ratio, which is lower than FASGX's 0.67% expense ratio.
Return for Risk
LIVIX vs. FASGX — Risk / Return Rank
LIVIX
FASGX
LIVIX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Fund (LIVIX) and Fidelity Asset Manager 70% Fund (FASGX). 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 | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.41 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.85 | 2.01 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.30 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 2.00 | -0.19 |
Martin ratioReturn relative to average drawdown | 8.47 | 8.74 | -0.27 |
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 | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.41 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.55 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.71 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.60 | -0.02 |
Correlation
The correlation between LIVIX and FASGX is 0.97, 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.
Dividends
LIVIX vs. FASGX - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 2.52%, less than FASGX's 7.39% 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% |
FASGX Fidelity Asset Manager 70% Fund | 7.39% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Drawdowns
LIVIX vs. FASGX - Drawdown Comparison
The maximum LIVIX drawdown since its inception was -34.44%, smaller than the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for LIVIX and FASGX.
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Drawdown Indicators
| LIVIX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.44% | -47.35% | +12.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -9.07% | -2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -26.45% | -23.54% | -2.91% |
Max Drawdown (10Y)Largest decline over 10 years | -34.44% | -27.20% | -7.24% |
Current DrawdownCurrent decline from peak | -6.66% | -5.77% | -0.89% |
Average DrawdownAverage peak-to-trough decline | -4.56% | -6.74% | +2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.07% | +0.46% |
Volatility
LIVIX vs. FASGX - Volatility Comparison
BlackRock LifePath Index 2055 Fund (LIVIX) has a higher volatility of 6.29% compared to Fidelity Asset Manager 70% Fund (FASGX) at 5.30%. This indicates that LIVIX's price experiences larger fluctuations and is considered to be riskier than FASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIVIX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 5.30% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 8.12% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.10% | 13.00% | +4.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 12.18% | +3.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.67% | 12.58% | +4.09% |