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.
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
Key characteristics
LIZIX:
1.19
AANTX:
1.02
LIZIX:
1.66
AANTX:
1.41
LIZIX:
1.22
AANTX:
1.19
LIZIX:
1.79
AANTX:
1.68
LIZIX:
7.14
AANTX:
6.29
LIZIX:
1.96%
AANTX:
1.89%
LIZIX:
11.76%
AANTX:
11.70%
LIZIX:
-34.39%
AANTX:
-29.42%
LIZIX:
-5.81%
AANTX:
-6.43%
Returns By Period
LIZIX
0.00%
-4.94%
3.21%
14.01%
8.94%
N/A
AANTX
0.00%
-5.08%
1.60%
11.91%
8.44%
N/A
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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
Neither LIZIX nor AANTX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIZIX BlackRock LifePath Index 2060 Fund | 0.00% | 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 | 0.00% | 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
The current volatility for BlackRock LifePath Index 2060 Fund (LIZIX) is 3.68%, while American Funds 2060 Target Date Retirement Fund (AANTX) has a volatility of 4.71%. This indicates that LIZIX experiences smaller price fluctuations and is considered to be less risky than AANTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.