LIZKX vs. FFGZX
Compare and contrast key facts about BlackRock LifePath Index 2060 Fund Class K (LIZKX) and Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX).
LIZKX is a passively managed fund by BlackRock that tracks the performance of the BlackRock LifePath Index 2060 Custom Benchmark (USD). It was launched on Feb 29, 2016. FFGZX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
LIZKX vs. FFGZX - Performance Comparison
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LIZKX vs. FFGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIZKX BlackRock LifePath Index 2060 Fund Class K | -4.32% | 21.70% | 14.01% | 21.67% | -18.33% | 18.79% | 15.07% | 26.93% | -7.84% | 20.66% |
FFGZX Fidelity Freedom Index Income Fund Institutional Premium Class | -0.78% | 9.13% | 5.02% | 8.32% | -11.07% | 2.85% | 8.59% | 10.68% | -0.80% | 6.54% |
Returns By Period
In the year-to-date period, LIZKX achieves a -4.32% return, which is significantly lower than FFGZX's -0.78% return.
LIZKX
- 1D
- -0.28%
- 1M
- -8.90%
- YTD
- -4.32%
- 6M
- -1.40%
- 1Y
- 17.86%
- 3Y*
- 14.74%
- 5Y*
- 8.27%
- 10Y*
- —
FFGZX
- 1D
- 0.25%
- 1M
- -3.09%
- YTD
- -0.78%
- 6M
- 0.46%
- 1Y
- 6.37%
- 3Y*
- 5.94%
- 5Y*
- 2.62%
- 10Y*
- 3.87%
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LIZKX vs. FFGZX - Expense Ratio Comparison
LIZKX has a 0.09% expense ratio, which is higher than FFGZX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
LIZKX vs. FFGZX — Risk / Return Rank
LIZKX
FFGZX
LIZKX vs. FFGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2060 Fund Class K (LIZKX) and Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX). 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.
| LIZKX | FFGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.51 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.58 | 2.12 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.30 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.99 | -0.65 |
Martin ratioReturn relative to average drawdown | 6.37 | 8.42 | -2.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LIZKX | FFGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.51 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.52 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.84 | -0.21 |
Correlation
The correlation between LIZKX and FFGZX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LIZKX vs. FFGZX - Dividend Comparison
LIZKX's dividend yield for the trailing twelve months is around 2.30%, less than FFGZX's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIZKX BlackRock LifePath Index 2060 Fund Class K | 2.30% | 2.20% | 0.00% | 2.06% | 1.86% | 2.01% | 1.57% | 2.53% | 2.27% | 2.08% | 0.00% | 0.00% |
FFGZX Fidelity Freedom Index Income Fund Institutional Premium Class | 3.46% | 3.30% | 3.18% | 2.88% | 3.11% | 2.10% | 2.22% | 7.35% | 3.00% | 1.95% | 1.56% | 1.06% |
Drawdowns
LIZKX vs. FFGZX - Drawdown Comparison
The maximum LIZKX drawdown since its inception was -34.39%, which is greater than FFGZX's maximum drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for LIZKX and FFGZX.
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Drawdown Indicators
| LIZKX | FFGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -14.94% | -19.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -3.33% | -8.57% |
Max Drawdown (5Y)Largest decline over 5 years | -26.40% | -14.94% | -11.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.94% | — |
Current DrawdownCurrent decline from peak | -9.50% | -3.09% | -6.41% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -2.29% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 0.79% | +1.71% |
Volatility
LIZKX vs. FFGZX - Volatility Comparison
BlackRock LifePath Index 2060 Fund Class K (LIZKX) has a higher volatility of 5.33% compared to Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX) at 1.85%. This indicates that LIZKX's price experiences larger fluctuations and is considered to be riskier than FFGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIZKX | FFGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 1.85% | +3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 2.78% | +6.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 4.35% | +12.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 5.03% | +10.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 4.39% | +12.57% |