LIVIX vs. NASDX
Compare and contrast key facts about BlackRock LifePath Index 2055 Fund (LIVIX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
LIVIX is managed by BlackRock. It was launched on May 30, 2011. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
LIVIX vs. NASDX - Performance Comparison
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LIVIX vs. NASDX - 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% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -6.04% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, LIVIX achieves a -1.33% return, which is significantly higher than NASDX's -6.04% return. Over the past 10 years, LIVIX has underperformed NASDX with an annualized return of 10.77%, while NASDX has yielded a comparatively higher 19.48% 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%
NASDX
- 1D
- 3.39%
- 1M
- -5.03%
- YTD
- -6.04%
- 6M
- -4.08%
- 1Y
- 22.65%
- 3Y*
- 25.90%
- 5Y*
- 14.78%
- 10Y*
- 19.48%
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LIVIX vs. NASDX - Expense Ratio Comparison
LIVIX has a 0.10% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Return for Risk
LIVIX vs. NASDX — Risk / Return Rank
LIVIX
NASDX
LIVIX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Fund (LIVIX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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 | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.04 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.63 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.87 | -0.06 |
Martin ratioReturn relative to average drawdown | 8.47 | 7.07 | +1.40 |
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 | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.04 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.64 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.86 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.29 | +0.30 |
Correlation
The correlation between LIVIX and NASDX is 0.85, 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. NASDX - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 2.52%, less than NASDX's 3.80% 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% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.80% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
LIVIX vs. NASDX - Drawdown Comparison
The maximum LIVIX drawdown since its inception was -34.44%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for LIVIX and NASDX.
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Drawdown Indicators
| LIVIX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.44% | -83.16% | +48.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -12.70% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -26.45% | -35.33% | +8.88% |
Max Drawdown (10Y)Largest decline over 10 years | -34.44% | -35.33% | +0.89% |
Current DrawdownCurrent decline from peak | -6.66% | -8.91% | +2.25% |
Average DrawdownAverage peak-to-trough decline | -4.56% | -34.59% | +30.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.37% | -0.84% |
Volatility
LIVIX vs. NASDX - Volatility Comparison
BlackRock LifePath Index 2055 Fund (LIVIX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) have volatilities of 6.29% and 6.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIVIX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 6.54% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 12.89% | -3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.10% | 22.75% | -5.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 23.07% | -7.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.67% | 22.63% | -5.96% |