LIVKX vs. LIVIX
Compare and contrast key facts about BlackRock LifePath Index 2055 Class K (LIVKX) and BlackRock LifePath Index 2055 Fund (LIVIX).
LIVKX is a passively managed fund by BlackRock that tracks the performance of the BlackRock LifePath Index 2055 Custom Benchmark. It was launched on May 31, 2011. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
LIVKX vs. LIVIX - Performance Comparison
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LIVKX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIVKX BlackRock LifePath Index 2055 Class K | -4.24% | 21.57% | 13.65% | 21.61% | -18.33% | 18.87% | 14.98% | 26.90% | -7.84% | 21.51% |
LIVIX BlackRock LifePath Index 2055 Fund | -4.27% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
Returns By Period
The year-to-date returns for both stocks are quite close, with LIVKX having a -4.24% return and LIVIX slightly lower at -4.27%. Both investments have delivered pretty close results over the past 10 years, with LIVKX having a 10.48% annualized return and LIVIX not far behind at 10.44%.
LIVKX
- 1D
- -0.26%
- 1M
- -8.83%
- YTD
- -4.24%
- 6M
- -1.33%
- 1Y
- 17.79%
- 3Y*
- 14.60%
- 5Y*
- 8.19%
- 10Y*
- 10.48%
LIVIX
- 1D
- -0.26%
- 1M
- -8.84%
- YTD
- -4.27%
- 6M
- -1.37%
- 1Y
- 17.75%
- 3Y*
- 14.56%
- 5Y*
- 8.15%
- 10Y*
- 10.44%
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LIVKX vs. LIVIX - Expense Ratio Comparison
LIVKX has a 0.09% expense ratio, which is lower than LIVIX's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
LIVKX vs. LIVIX — Risk / Return Rank
LIVKX
LIVIX
LIVKX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Class K (LIVKX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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.
| LIVKX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.06 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.58 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.24 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.34 | 0.00 |
Martin ratioReturn relative to average drawdown | 6.37 | 6.36 | +0.01 |
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
| LIVKX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.06 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.52 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.63 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.57 | 0.00 |
Correlation
The correlation between LIVKX and LIVIX is 1.00, 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
LIVKX vs. LIVIX - Dividend Comparison
LIVKX's dividend yield for the trailing twelve months is around 2.64%, more than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVKX BlackRock LifePath Index 2055 Class K | 2.64% | 2.53% | 0.01% | 2.08% | 2.02% | 2.08% | 1.61% | 3.00% | 2.40% | 2.31% | 1.57% | 2.93% |
LIVIX BlackRock LifePath Index 2055 Fund | 2.59% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
Drawdowns
LIVKX vs. LIVIX - Drawdown Comparison
The maximum LIVKX drawdown since its inception was -34.39%, roughly equal to the maximum LIVIX drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for LIVKX and LIVIX.
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Drawdown Indicators
| LIVKX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -34.44% | +0.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -11.82% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -26.44% | -26.45% | +0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -34.39% | -34.44% | +0.05% |
Current DrawdownCurrent decline from peak | -9.44% | -9.44% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -4.56% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.49% | +0.01% |
Volatility
LIVKX vs. LIVIX - Volatility Comparison
BlackRock LifePath Index 2055 Class K (LIVKX) and BlackRock LifePath Index 2055 Fund (LIVIX) have volatilities of 5.26% and 5.26%, 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
| LIVKX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 5.26% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 9.30% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.92% | 16.87% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.72% | 15.71% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.65% | 16.64% | +0.01% |