LIZIX vs. AANTX
Compare and contrast key facts about BlackRock LifePath Index 2060 Fund (LIZIX) and American Funds 2060 Target Date Retirement Fund (AANTX).
LIZIX is managed by Blackrock. It was launched on Feb 28, 2016. AANTX is managed by American Funds. It was launched on Mar 26, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIZIX or AANTX.
Key characteristics
| LIZIX | AANTX | |
|---|---|---|
| YTD Return | 19.30% | 18.34% |
| 1Y Return | 31.02% | 29.77% |
| 3Y Return (Ann) | 5.69% | 4.40% |
| 5Y Return (Ann) | 11.09% | 10.87% |
| Sharpe Ratio | 2.78 | 2.68 |
| Sortino Ratio | 3.79 | 3.73 |
| Omega Ratio | 1.51 | 1.51 |
| Calmar Ratio | 3.17 | 2.49 |
| Martin Ratio | 18.37 | 17.79 |
| Ulcer Index | 1.77% | 1.76% |
| Daily Std Dev | 11.70% | 11.67% |
| Max Drawdown | -34.39% | -29.42% |
| Current Drawdown | -0.22% | 0.00% |
Correlation
The correlation between LIZIX and AANTX is 0.97, 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.
Performance
LIZIX vs. AANTX - Performance Comparison
The year-to-date returns for both stocks are quite close, with LIZIX having a 19.30% return and AANTX slightly lower at 18.34%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LIZIX vs. AANTX - Expense Ratio Comparison
LIZIX has a 0.10% expense ratio, which is lower than AANTX's 0.34% expense ratio.
Risk-Adjusted Performance
LIZIX vs. AANTX - Risk-Adjusted Performance 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.
Dividends
LIZIX vs. AANTX - Dividend Comparison
LIZIX's dividend yield for the trailing twelve months is around 0.73%, less than AANTX's 0.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIZIX BlackRock LifePath Index 2060 Fund | 0.73% | 2.02% | 1.82% | 1.96% | 1.53% | 2.49% | 2.22% | 2.05% | 1.58% | 0.00% |
AANTX American Funds 2060 Target Date Retirement Fund | 0.97% | 1.15% | 0.54% | 0.72% | 0.58% | 0.76% | 0.77% | 0.69% | 1.08% | 0.74% |
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. For additional features, visit the drawdowns tool.
Volatility
LIZIX vs. AANTX - Volatility Comparison
BlackRock LifePath Index 2060 Fund (LIZIX) has a higher volatility of 3.11% compared to American Funds 2060 Target Date Retirement Fund (AANTX) at 2.94%. This indicates that LIZIX's price experiences larger fluctuations and is considered to be riskier than AANTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.