Correlation
The correlation between LIZIX and AANTX is 0.95, 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.
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.
Performance
LIZIX vs. AANTX - Performance Comparison
Loading data...
Key characteristics
LIZIX:
0.78
AANTX:
0.66
LIZIX:
1.10
AANTX:
0.89
LIZIX:
1.16
AANTX:
1.13
LIZIX:
0.74
AANTX:
0.57
LIZIX:
3.25
AANTX:
2.21
LIZIX:
3.82%
AANTX:
4.17%
LIZIX:
17.72%
AANTX:
16.35%
LIZIX:
-34.39%
AANTX:
-29.47%
LIZIX:
-0.57%
AANTX:
-1.06%
Returns By Period
The year-to-date returns for both stocks are quite close, with LIZIX having a 4.87% return and AANTX slightly lower at 4.84%.
LIZIX
4.87%
5.31%
1.65%
12.91%
11.48%
12.90%
N/A
AANTX
4.84%
5.56%
0.36%
10.20%
8.27%
8.35%
6.94%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
LIZIX
AANTX
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.
Loading data...
Dividends
LIZIX vs. AANTX - Dividend Comparison
LIZIX's dividend yield for the trailing twelve months is around 1.90%, less than AANTX's 2.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
LIZIX BlackRock LifePath Index 2060 Fund | 1.90% | 1.99% | 2.01% | 1.81% | 1.97% | 1.53% | 2.49% | 2.22% | 2.04% | 1.62% | 0.00% |
AANTX American Funds 2060 Target Date Retirement Fund | 2.93% | 3.07% | 2.12% | 6.21% | 3.50% | 2.57% | 3.27% | 3.50% | 1.56% | 2.33% | 0.77% |
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 -29.47%. Use the drawdown chart below to compare losses from any high point for LIZIX and AANTX.
Loading data...
Volatility
LIZIX vs. AANTX - Volatility Comparison
BlackRock LifePath Index 2060 Fund (LIZIX) and American Funds 2060 Target Date Retirement Fund (AANTX) have volatilities of 3.73% and 3.73%, 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.
Loading data...