LPHIX vs. FASGX
Compare and contrast key facts about BlackRock LifePath Dynamic 2045 Fund (LPHIX) and Fidelity Asset Manager 70% Fund (FASGX).
LPHIX is managed by BlackRock. It was launched on Jun 29, 2010. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
LPHIX vs. FASGX - Performance Comparison
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LPHIX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPHIX BlackRock LifePath Dynamic 2045 Fund | -3.39% | 18.46% | 6.12% | 21.28% | -17.70% | 17.37% | 13.99% | 26.39% | -8.12% | 21.70% |
FASGX Fidelity Asset Manager 70% Fund | -2.99% | 18.23% | 10.81% | 16.45% | -16.83% | 13.98% | 17.19% | 22.81% | -7.65% | 17.34% |
Returns By Period
In the year-to-date period, LPHIX achieves a -3.39% return, which is significantly lower than FASGX's -2.99% return. Over the past 10 years, LPHIX has outperformed FASGX with an annualized return of 9.43%, while FASGX has yielded a comparatively lower 8.70% annualized return.
LPHIX
- 1D
- -0.21%
- 1M
- -8.09%
- YTD
- -3.39%
- 6M
- -1.30%
- 1Y
- 15.35%
- 3Y*
- 11.21%
- 5Y*
- 6.23%
- 10Y*
- 9.43%
FASGX
- 1D
- -0.24%
- 1M
- -7.42%
- YTD
- -2.99%
- 6M
- -0.12%
- 1Y
- 15.54%
- 3Y*
- 11.72%
- 5Y*
- 6.38%
- 10Y*
- 8.70%
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LPHIX vs. FASGX - Expense Ratio Comparison
LPHIX has a 0.47% expense ratio, which is lower than FASGX's 0.67% expense ratio.
Return for Risk
LPHIX vs. FASGX — Risk / Return Rank
LPHIX
FASGX
LPHIX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2045 Fund (LPHIX) and Fidelity Asset Manager 70% Fund (FASGX). 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.
| LPHIX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.21 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.73 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.55 | -0.30 |
Martin ratioReturn relative to average drawdown | 6.02 | 6.89 | -0.87 |
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
| LPHIX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.21 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.53 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.70 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.60 | 0.00 |
Correlation
The correlation between LPHIX and FASGX 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.
Dividends
LPHIX vs. FASGX - Dividend Comparison
LPHIX's dividend yield for the trailing twelve months is around 5.99%, less than FASGX's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPHIX BlackRock LifePath Dynamic 2045 Fund | 5.99% | 5.78% | 1.10% | 3.13% | 2.54% | 12.37% | 1.92% | 5.15% | 11.30% | 9.47% | 2.01% | 4.78% |
FASGX Fidelity Asset Manager 70% Fund | 7.56% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Drawdowns
LPHIX vs. FASGX - Drawdown Comparison
The maximum LPHIX drawdown since its inception was -34.35%, smaller than the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for LPHIX and FASGX.
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Drawdown Indicators
| LPHIX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.35% | -47.35% | +13.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -9.07% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | -23.54% | -2.37% |
Max Drawdown (10Y)Largest decline over 10 years | -34.35% | -27.20% | -7.15% |
Current DrawdownCurrent decline from peak | -8.53% | -7.95% | -0.58% |
Average DrawdownAverage peak-to-trough decline | -4.54% | -6.74% | +2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 2.04% | +0.24% |
Volatility
LPHIX vs. FASGX - Volatility Comparison
BlackRock LifePath Dynamic 2045 Fund (LPHIX) has a higher volatility of 5.19% compared to Fidelity Asset Manager 70% Fund (FASGX) at 4.57%. This indicates that LPHIX's price experiences larger fluctuations and is considered to be riskier than FASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPHIX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 4.57% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 7.78% | +1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.09% | 12.82% | +3.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.78% | 12.14% | +3.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 12.56% | +3.16% |