LIZKX vs. PTDIX
Compare and contrast key facts about BlackRock LifePath Index 2060 Fund Class K (LIZKX) and Principal LifeTime 2040 Fund (PTDIX).
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. PTDIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
LIZKX vs. PTDIX - Performance Comparison
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LIZKX vs. PTDIX - 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% |
PTDIX Principal LifeTime 2040 Fund | -4.20% | 15.59% | 17.43% | 18.33% | -18.13% | 15.35% | 16.04% | 24.91% | -7.95% | 19.91% |
Returns By Period
The year-to-date returns for both investments are quite close, with LIZKX having a -4.32% return and PTDIX slightly higher at -4.20%.
LIZKX
- 1D
- -0.28%
- 1M
- -8.90%
- YTD
- -4.32%
- 6M
- -1.40%
- 1Y
- 17.86%
- 3Y*
- 14.74%
- 5Y*
- 8.27%
- 10Y*
- —
PTDIX
- 1D
- -0.13%
- 1M
- -7.05%
- YTD
- -4.20%
- 6M
- -2.23%
- 1Y
- 11.01%
- 3Y*
- 13.35%
- 5Y*
- 6.84%
- 10Y*
- 9.48%
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LIZKX vs. PTDIX - Expense Ratio Comparison
LIZKX has a 0.09% expense ratio, which is higher than PTDIX's 0.01% 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. PTDIX — Risk / Return Rank
LIZKX
PTDIX
LIZKX vs. PTDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2060 Fund Class K (LIZKX) and Principal LifeTime 2040 Fund (PTDIX). 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 | PTDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.86 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.30 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.00 | +0.34 |
Martin ratioReturn relative to average drawdown | 6.37 | 4.85 | +1.52 |
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 | PTDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.86 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.51 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.45 | +0.18 |
Correlation
The correlation between LIZKX and PTDIX 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.
Dividends
LIZKX vs. PTDIX - Dividend Comparison
LIZKX's dividend yield for the trailing twelve months is around 2.30%, less than PTDIX's 10.23% 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% |
PTDIX Principal LifeTime 2040 Fund | 10.23% | 9.80% | 12.28% | 4.40% | 8.61% | 8.92% | 6.01% | 7.26% | 9.28% | 6.07% | 4.86% | 6.73% |
Drawdowns
LIZKX vs. PTDIX - Drawdown Comparison
The maximum LIZKX drawdown since its inception was -34.39%, smaller than the maximum PTDIX drawdown of -54.38%. Use the drawdown chart below to compare losses from any high point for LIZKX and PTDIX.
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Drawdown Indicators
| LIZKX | PTDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -54.38% | +19.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -9.72% | -2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -26.40% | -25.43% | -0.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.02% | — |
Current DrawdownCurrent decline from peak | -9.50% | -7.32% | -2.18% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -7.54% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.01% | +0.49% |
Volatility
LIZKX vs. PTDIX - Volatility Comparison
BlackRock LifePath Index 2060 Fund Class K (LIZKX) has a higher volatility of 5.33% compared to Principal LifeTime 2040 Fund (PTDIX) at 4.17%. This indicates that LIZKX's price experiences larger fluctuations and is considered to be riskier than PTDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIZKX | PTDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 4.17% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 7.34% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 12.99% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 13.44% | +2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 13.79% | +3.17% |