LIVIX vs. FFSIX
Compare and contrast key facts about BlackRock LifePath Index 2055 Fund (LIVIX) and Fidelity Advisor Financial Services Fund Class I (FFSIX).
LIVIX is managed by BlackRock. It was launched on May 30, 2011. FFSIX is managed by BlackRock. It was launched on Sep 3, 1996.
Performance
LIVIX vs. FFSIX - Performance Comparison
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LIVIX vs. FFSIX - 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% |
FFSIX Fidelity Advisor Financial Services Fund Class I | -7.26% | 15.23% | 39.62% | 14.33% | -8.71% | 33.30% | 0.06% | 34.10% | -15.84% | 20.23% |
Returns By Period
In the year-to-date period, LIVIX achieves a -1.33% return, which is significantly higher than FFSIX's -7.26% return. Over the past 10 years, LIVIX has underperformed FFSIX with an annualized return of 10.77%, while FFSIX has yielded a comparatively higher 13.28% 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%
FFSIX
- 1D
- 2.34%
- 1M
- -3.89%
- YTD
- -7.26%
- 6M
- -2.51%
- 1Y
- 7.10%
- 3Y*
- 21.92%
- 5Y*
- 11.63%
- 10Y*
- 13.28%
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LIVIX vs. FFSIX - Expense Ratio Comparison
LIVIX has a 0.10% expense ratio, which is lower than FFSIX's 0.76% expense ratio.
Return for Risk
LIVIX vs. FFSIX — Risk / Return Rank
LIVIX
FFSIX
LIVIX vs. FFSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Fund (LIVIX) and Fidelity Advisor Financial Services Fund Class I (FFSIX). 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 | FFSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.34 | +0.92 |
Sortino ratioReturn per unit of downside risk | 1.85 | 0.59 | +1.26 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.09 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 0.56 | +1.25 |
Martin ratioReturn relative to average drawdown | 8.47 | 1.73 | +6.74 |
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 | FFSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.34 | +0.92 |
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 | 0.56 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.31 | +0.28 |
Correlation
The correlation between LIVIX and FFSIX is 0.78, 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. FFSIX - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 2.52%, less than FFSIX's 7.48% 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% |
FFSIX Fidelity Advisor Financial Services Fund Class I | 7.48% | 6.94% | 9.90% | 2.45% | 6.01% | 4.31% | 2.61% | 1.43% | 4.23% | 0.06% | 0.32% | 0.63% |
Drawdowns
LIVIX vs. FFSIX - Drawdown Comparison
The maximum LIVIX drawdown since its inception was -34.44%, smaller than the maximum FFSIX drawdown of -75.57%. Use the drawdown chart below to compare losses from any high point for LIVIX and FFSIX.
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Drawdown Indicators
| LIVIX | FFSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.44% | -75.57% | +41.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -14.39% | +2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -26.45% | -24.92% | -1.53% |
Max Drawdown (10Y)Largest decline over 10 years | -34.44% | -45.98% | +11.54% |
Current DrawdownCurrent decline from peak | -6.66% | -10.06% | +3.40% |
Average DrawdownAverage peak-to-trough decline | -4.56% | -17.25% | +12.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 4.66% | -2.13% |
Volatility
LIVIX vs. FFSIX - Volatility Comparison
BlackRock LifePath Index 2055 Fund (LIVIX) has a higher volatility of 6.29% compared to Fidelity Advisor Financial Services Fund Class I (FFSIX) at 5.14%. This indicates that LIVIX's price experiences larger fluctuations and is considered to be riskier than FFSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIVIX | FFSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 5.14% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 12.64% | -2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.10% | 21.22% | -4.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 21.17% | -5.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.67% | 23.85% | -7.18% |