LPDIX vs. DTDRX
LPDIX (BlackRock LifePath Dynamic 2060 Fund) and DTDRX (Dimensional 2065 Target Date Retirement Income Fund) are both Target Retirement Date funds. Over the past 5 years, LPDIX returned 9.12%/yr vs 10.94%/yr for DTDRX. Their correlation of 0.94 means they have usually moved in the same direction. LPDIX charges 0.49%/yr vs 0.22%/yr for DTDRX.
Performance
LPDIX vs. DTDRX - Performance Comparison
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Returns By Period
In the year-to-date period, LPDIX achieves a 11.97% return, which is significantly higher than DTDRX's 10.77% return.
LPDIX
- 1D
- 2.66%
- 1M
- 0.21%
- 6M
- 8.26%
- YTD
- 11.97%
- 1Y
- 24.33%
- 3Y*
- 15.76%
- 5Y*
- 9.12%
- 10Y*
- —
- ALL TIME*
- 10.82%
DTDRX
- 1D
- 1.70%
- 1M
- -0.16%
- 6M
- 7.56%
- YTD
- 10.77%
- 1Y
- 20.92%
- 3Y*
- 17.11%
- 5Y*
- 10.94%
- 10Y*
- —
- ALL TIME*
- 12.56%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LPDIX vs. DTDRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LPDIX BlackRock LifePath Dynamic 2060 Fund | 11.97% | 21.07% | 10.18% | 22.50% | -18.65% | 18.13% | 13.93% | 0.24% |
DTDRX Dimensional 2065 Target Date Retirement Income Fund | 10.77% | 19.28% | 17.13% | 21.29% | -15.25% | 20.99% | 13.15% | 0.00% |
Correlation
The correlation between LPDIX and DTDRX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 2019 | 0.94 |
The correlation between LPDIX and DTDRX has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.
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Return for Risk
LPDIX vs. DTDRX — Risk / Return Rank
LPDIX
DTDRX
LPDIX vs. DTDRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2060 Fund (LPDIX) and Dimensional 2065 Target Date Retirement Income Fund (DTDRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LPDIX | DTDRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 2.54 | -0.28 |
| Martin ratioReturn relative to average drawdown | 9.24 | 10.65 | -1.41 |
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Drawdowns
LPDIX vs. DTDRX - Drawdown Comparison
The maximum LPDIX drawdown since its inception was -32.91%, roughly equal to the maximum DTDRX drawdown of -33.33%. Use the drawdown chart below to compare losses from any high point for LPDIX and DTDRX.
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Drawdown Indicators
| LPDIX | DTDRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.91% | -33.33% | +0.42% |
Max Drawdown (1Y)Largest decline over 1 year | -9.98% | -8.57% | -1.41% |
Max Drawdown (3Y)Largest decline over 3 years | -21.10% | -15.95% | -5.15% |
Max Drawdown (5Y)Largest decline over 5 years | -27.01% | -23.47% | -3.54% |
Current DrawdownCurrent decline from peak | -1.70% | -1.44% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -5.43% | -5.01% | -0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 1.99% | +0.44% |
Volatility
LPDIX vs. DTDRX - Volatility Comparison
BlackRock LifePath Dynamic 2060 Fund (LPDIX) has a higher volatility of 4.61% compared to Dimensional 2065 Target Date Retirement Income Fund (DTDRX) at 3.40%. This indicates that LPDIX's price experiences larger fluctuations and is considered to be riskier than DTDRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPDIX | DTDRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 3.40% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 13.09% | 9.87% | +3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.62% | 12.06% | +3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 14.98% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.88% | 19.06% | -2.18% |
LPDIX vs. DTDRX - Expense Ratio Comparison
LPDIX has a 0.49% expense ratio, which is higher than DTDRX's 0.22% expense ratio.
Dividends
LPDIX vs. DTDRX - Dividend Comparison
LPDIX's dividend yield for the trailing twelve months is around 3.37%, more than DTDRX's 1.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DTDRX Dimensional 2065 Target Date Retirement Income Fund | 1.86% | 1.31% | 2.07% | 1.94% | 2.01% | 1.53% | 2.55% | 0.00% | 0.00% | 0.00% |
LPDIX BlackRock LifePath Dynamic 2060 Fund | 3.37% | 3.46% | 0.46% | 2.80% | 2.10% | 8.92% | 1.42% | 2.90% | 8.01% | 1.33% |
Frequently Asked Questions
With a correlation of 0.91, LPDIX and DTDRX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
LPDIX has higher volatility (4.61%) compared to DTDRX (3.40%). In terms of maximum drawdown, LPDIX dropped -32.91% vs DTDRX's -33.33%.
DTDRX currently has the higher Sharpe Ratio (1.80 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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