LIWPX vs. ACGIX

In the year-to-date period, LIWPX achieves a 0.86% return, which is significantly higher than ACGIX's -2.69% return.

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LIWPX has a 0.35% expense ratio, which is lower than ACGIX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2065 Fund (LIWPX) and Invesco Growth and Income Fund (ACGIX). 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.

The current LIWPX Sharpe Ratio is 0.58, which is higher than the ACGIX Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of LIWPX and ACGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LIWPX's dividend yield for the trailing twelve months is around 1.63%, more than ACGIX's 1.32% yield.

The maximum LIWPX drawdown since its inception was -33.12%, smaller than the maximum ACGIX drawdown of -55.39%. Use the drawdown chart below to compare losses from any high point for LIWPX and ACGIX. For additional features, visit the drawdowns tool.

The current volatility for BlackRock LifePath Index 2065 Fund (LIWPX) is 5.68%, while Invesco Growth and Income Fund (ACGIX) has a volatility of 6.29%. This indicates that LIWPX experiences smaller price fluctuations and is considered to be less risky than ACGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.