LIZIX vs. AANTX
LIZIX (BlackRock LifePath Index 2060 Fund) and AANTX (American Funds 2060 Target Date Retirement Fund) are both Target Retirement Date funds. Over the past 5 years, LIZIX returned 9.99%/yr vs 9.09%/yr for AANTX. Their 0.97 correlation means they have historically moved very closely together. LIZIX charges 0.10%/yr vs 0.34%/yr for AANTX.
Performance
LIZIX vs. AANTX - Performance Comparison
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Returns By Period
In the year-to-date period, LIZIX achieves a 12.67% return, which is significantly higher than AANTX's 10.30% return.
LIZIX
- 1D
- 1.12%
- 1M
- 0.85%
- 6M
- 9.02%
- YTD
- 12.67%
- 1Y
- 23.38%
- 3Y*
- 18.49%
- 5Y*
- 9.99%
- 10Y*
- —
- ALL TIME*
- 12.09%
AANTX
- 1D
- 0.95%
- 1M
- 0.04%
- 6M
- 7.75%
- YTD
- 10.30%
- 1Y
- 18.77%
- 3Y*
- 17.76%
- 5Y*
- 9.09%
- 10Y*
- 11.51%
- ALL TIME*
- 11.67%
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 |
LIZIX vs. AANTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIZIX BlackRock LifePath Index 2060 Fund | 12.67% | 21.65% | 14.01% | 21.63% | -18.42% | 18.81% | 15.02% | 26.79% | -7.81% | 20.53% |
AANTX American Funds 2060 Target Date Retirement Fund | 10.30% | 20.36% | 15.28% | 21.14% | -19.92% | 16.90% | 18.94% | 23.64% | -5.93% | 22.21% |
Correlation
The correlation between LIZIX and AANTX is 0.97 - 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. | 0.97 |
Correlation (3Y) Balances recent behavior with more history. | 0.96 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.97 |
The correlation between LIZIX and AANTX has been stable across timeframes, ranging from 0.96 to 0.97 - a consistent structural relationship.
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Return for Risk
LIZIX vs. AANTX — Risk / Return Rank
LIZIX
AANTX
LIZIX vs. AANTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2060 Fund (LIZIX) and American Funds 2060 Target Date Retirement Fund (AANTX). 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.
| LIZIX | AANTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.28 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 2.10 | +0.55 |
| Martin ratioReturn relative to average drawdown | 11.16 | 9.04 | +2.12 |
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Drawdowns
LIZIX vs. AANTX - Drawdown Comparison
The maximum LIZIX drawdown since its inception was -34.39%, which is greater than AANTX's maximum drawdown of -29.42%. Use the drawdown chart below to compare losses from any high point for LIZIX and AANTX.
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Drawdown Indicators
| LIZIX | AANTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -29.42% | -4.97% |
Max Drawdown (1Y)Largest decline over 1 year | -9.50% | -9.83% | +0.33% |
Max Drawdown (3Y)Largest decline over 3 years | -17.21% | -15.52% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -26.49% | -27.49% | +1.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.42% | — |
Current DrawdownCurrent decline from peak | -0.47% | -0.89% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -4.80% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.28% | -0.02% |
Volatility
LIZIX vs. AANTX - Volatility Comparison
BlackRock LifePath Index 2060 Fund (LIZIX) and American Funds 2060 Target Date Retirement Fund (AANTX) have volatilities of 4.09% and 4.05%, 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
| LIZIX | AANTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 4.05% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.63% | 11.10% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 13.37% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 14.92% | +1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 15.15% | +1.78% |
LIZIX vs. AANTX - Expense Ratio Comparison
LIZIX has a 0.10% expense ratio, which is lower than AANTX's 0.34% expense ratio.
Dividends
LIZIX vs. AANTX - Dividend Comparison
LIZIX's dividend yield for the trailing twelve months is around 1.96%, less than AANTX's 4.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 4.82% | 5.32% | 3.07% | 2.12% | 6.21% | 3.50% | 2.57% | 2.52% | 3.50% | 1.56% | 2.33% |
LIZIX BlackRock LifePath Index 2060 Fund | 1.96% | 2.16% | 0.00% | 2.02% | 1.81% | 1.97% | 1.53% | 2.49% | 2.22% | 2.04% | 0.00% |
Frequently Asked Questions
With a correlation of 0.97, LIZIX and AANTX 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.
LIZIX has higher volatility (4.09%) compared to AANTX (4.05%). In terms of maximum drawdown, LIZIX dropped -34.39% vs AANTX's -29.42%.
LIZIX currently has the higher Sharpe Ratio (1.83 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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