LIVKX vs. LIVIX
LIVKX (BlackRock LifePath Index 2055 Class K) and LIVIX (BlackRock LifePath Index 2055 Fund - Institutional Shares) are both Target Retirement Date funds from BlackRock - LIVKX tracks the BlackRock LifePath Index 2055 Custom Benchmark while LIVIX tracks the LifePath Index 2055 Fund Custom Benchmark. Both are passively managed. Over the past 10 years, LIVKX returned 11.50%/yr vs 11.55%/yr for LIVIX. Their 1.00 correlation means they have historically moved very closely together. LIVKX charges 0.09%/yr vs 0.14%/yr for LIVIX.
Performance
LIVKX vs. LIVIX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with LIVKX having a 11.06% return and LIVIX slightly higher at 11.31%. Both investments have delivered pretty close results over the past 10 years, with LIVKX having a 11.50% annualized return and LIVIX not far ahead at 11.55%.
LIVKX
- 1D
- 1.99%
- 1M
- -0.54%
- 6M
- 7.67%
- YTD
- 11.06%
- 1Y
- 23.29%
- 3Y*
- 16.72%
- 5Y*
- 9.72%
- 10Y*
- 11.50%
- ALL TIME*
- 10.34%
LIVIX
- 1D
- 0.25%
- 1M
- -0.28%
- 6M
- 7.40%
- YTD
- 11.31%
- 1Y
- 23.55%
- 3Y*
- 17.04%
- 5Y*
- 9.73%
- 10Y*
- 11.55%
- ALL TIME*
- 10.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LIVKX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIVKX BlackRock LifePath Index 2055 Class K | 11.06% | 21.57% | 13.65% | 21.61% | -18.33% | 18.87% | 14.98% | 26.90% | -7.84% | 21.51% |
LIVIX BlackRock LifePath Index 2055 Fund - Institutional Shares | 11.31% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
Correlation
The correlation between LIVKX and LIVIX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2011 | 1.00 |
The correlation between LIVKX and LIVIX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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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 - Institutional Shares (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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LIVKX | LIVIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 2.36 | -0.10 |
| Martin ratioReturn relative to average drawdown | 9.47 | 9.88 | -0.41 |
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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 | -9.44% | -9.44% | 0.00% |
Max Drawdown (3Y)Largest decline over 3 years | -17.46% | -17.39% | -0.07% |
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 | -1.83% | -1.58% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -4.49% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.25% | 0.00% |
Volatility
LIVKX vs. LIVIX - Volatility Comparison
BlackRock LifePath Index 2055 Class K (LIVKX) and BlackRock LifePath Index 2055 Fund - Institutional Shares (LIVIX) have volatilities of 3.90% and 3.89%, 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 | 3.90% | 3.89% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.49% | 11.50% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.73% | 13.72% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.02% | 16.00% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 16.70% | 0.00% |
LIVKX vs. LIVIX - Expense Ratio Comparison
LIVKX has a 0.09% expense ratio, which is lower than LIVIX's 0.14% 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%.
Dividends
LIVKX vs. LIVIX - Dividend Comparison
LIVKX's dividend yield for the trailing twelve months is around 2.34%, more than LIVIX's 2.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund - Institutional Shares | 2.29% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
LIVKX BlackRock LifePath Index 2055 Class K | 2.34% | 2.53% | 0.01% | 2.08% | 2.02% | 2.08% | 1.61% | 3.00% | 2.40% | 2.31% | 1.57% | 2.93% |
Frequently Asked Questions
With a correlation of 1.00, LIVKX and LIVIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
LIVKX has higher volatility (3.90%) compared to LIVIX (3.89%). In terms of maximum drawdown, LIVKX dropped -34.39% vs LIVIX's -34.44%.
LIVIX currently has the higher Sharpe Ratio (1.62 vs 1.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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