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LIZIX vs. FYTKX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LIZIX vs. FYTKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock LifePath Index 2060 Fund (LIZIX) and Fidelity Freedom Income Fund Class K6 (FYTKX). The values are adjusted to include any dividend payments, if applicable.

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LIZIX vs. FYTKX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LIZIX
BlackRock LifePath Index 2060 Fund
-1.36%21.65%14.01%21.63%-18.42%18.81%15.02%26.79%-7.81%9.84%
FYTKX
Fidelity Freedom Income Fund Class K6
0.49%10.61%4.60%8.42%-11.23%3.25%9.07%10.71%-1.84%3.46%

Returns By Period

In the year-to-date period, LIZIX achieves a -1.36% return, which is significantly lower than FYTKX's 0.49% return.


LIZIX

1D
3.09%
1M
-5.56%
YTD
-1.36%
6M
1.17%
1Y
21.01%
3Y*
15.89%
5Y*
8.60%
10Y*

FYTKX

1D
0.90%
1M
-2.21%
YTD
0.49%
6M
1.73%
1Y
8.37%
3Y*
6.75%
5Y*
2.90%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LIZIX vs. FYTKX - Expense Ratio Comparison

LIZIX has a 0.10% expense ratio, which is lower than FYTKX's 0.37% expense ratio.


Return for Risk

LIZIX vs. FYTKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LIZIX
LIZIX Risk / Return Rank: 7474
Overall Rank
LIZIX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
LIZIX Sortino Ratio Rank: 7272
Sortino Ratio Rank
LIZIX Omega Ratio Rank: 7171
Omega Ratio Rank
LIZIX Calmar Ratio Rank: 7474
Calmar Ratio Rank
LIZIX Martin Ratio Rank: 8282
Martin Ratio Rank

FYTKX
FYTKX Risk / Return Rank: 8787
Overall Rank
FYTKX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
FYTKX Sortino Ratio Rank: 8888
Sortino Ratio Rank
FYTKX Omega Ratio Rank: 8585
Omega Ratio Rank
FYTKX Calmar Ratio Rank: 8787
Calmar Ratio Rank
FYTKX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LIZIX vs. FYTKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2060 Fund (LIZIX) and Fidelity Freedom Income Fund Class K6 (FYTKX). 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.


LIZIXFYTKXDifference

Sharpe ratio

Return per unit of total volatility

1.25

1.80

-0.56

Sortino ratio

Return per unit of downside risk

1.84

2.51

-0.67

Omega ratio

Gain probability vs. loss probability

1.28

1.36

-0.09

Calmar ratio

Return relative to maximum drawdown

1.81

2.39

-0.58

Martin ratio

Return relative to average drawdown

8.47

9.88

-1.41

LIZIX vs. FYTKX - Sharpe Ratio Comparison

The current LIZIX Sharpe Ratio is 1.25, which is lower than the FYTKX Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of LIZIX and FYTKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LIZIXFYTKXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.25

1.80

-0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.56

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.86

-0.21

Correlation

The correlation between LIZIX and FYTKX is 0.70, 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.


Dividends

LIZIX vs. FYTKX - Dividend Comparison

LIZIX's dividend yield for the trailing twelve months is around 2.19%, less than FYTKX's 3.48% yield.


TTM202520242023202220212020201920182017
LIZIX
BlackRock LifePath Index 2060 Fund
2.19%2.16%0.00%2.02%1.81%1.97%1.53%2.49%2.22%2.04%
FYTKX
Fidelity Freedom Income Fund Class K6
3.48%3.53%3.38%3.13%6.05%6.26%4.48%3.80%5.33%2.65%

Drawdowns

LIZIX vs. FYTKX - Drawdown Comparison

The maximum LIZIX drawdown since its inception was -34.39%, which is greater than FYTKX's maximum drawdown of -15.80%. Use the drawdown chart below to compare losses from any high point for LIZIX and FYTKX.


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Drawdown Indicators


LIZIXFYTKXDifference

Max Drawdown

Largest peak-to-trough decline

-34.39%

-15.80%

-18.59%

Max Drawdown (1Y)

Largest decline over 1 year

-11.90%

-3.67%

-8.23%

Max Drawdown (5Y)

Largest decline over 5 years

-26.49%

-15.80%

-10.69%

Current Drawdown

Current decline from peak

-6.70%

-2.55%

-4.15%

Average Drawdown

Average peak-to-trough decline

-5.02%

-2.92%

-2.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.54%

0.89%

+1.65%

Volatility

LIZIX vs. FYTKX - Volatility Comparison

BlackRock LifePath Index 2060 Fund (LIZIX) has a higher volatility of 6.36% compared to Fidelity Freedom Income Fund Class K6 (FYTKX) at 2.43%. This indicates that LIZIX's price experiences larger fluctuations and is considered to be riskier than FYTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LIZIXFYTKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.36%

2.43%

+3.93%

Volatility (6M)

Calculated over the trailing 6-month period

9.89%

3.27%

+6.62%

Volatility (1Y)

Calculated over the trailing 1-year period

17.26%

4.85%

+12.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.79%

5.26%

+10.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.98%

4.73%

+12.25%