LPJIX vs. FASGX
Compare and contrast key facts about BlackRock LifePath Dynamic 2035 Fund (LPJIX) and Fidelity Asset Manager 70% Fund (FASGX).
LPJIX is managed by BlackRock. It was launched on Jun 29, 2010. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
LPJIX vs. FASGX - Performance Comparison
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LPJIX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPJIX BlackRock LifePath Dynamic 2035 Fund | -2.32% | 15.27% | 4.57% | 17.50% | -16.57% | 12.73% | 13.52% | 23.67% | -6.36% | 18.98% |
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, LPJIX achieves a -2.32% return, which is significantly higher than FASGX's -2.99% return. Over the past 10 years, LPJIX has underperformed FASGX with an annualized return of 8.05%, while FASGX has yielded a comparatively higher 8.70% annualized return.
LPJIX
- 1D
- 0.00%
- 1M
- -6.39%
- YTD
- -2.32%
- 6M
- -0.58%
- 1Y
- 12.67%
- 3Y*
- 9.15%
- 5Y*
- 4.67%
- 10Y*
- 8.05%
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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LPJIX vs. FASGX - Expense Ratio Comparison
LPJIX has a 0.48% expense ratio, which is lower than FASGX's 0.67% expense ratio.
Return for Risk
LPJIX vs. FASGX — Risk / Return Rank
LPJIX
FASGX
LPJIX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2035 Fund (LPJIX) 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.
| LPJIX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.21 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.73 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.55 | -0.19 |
Martin ratioReturn relative to average drawdown | 6.49 | 6.89 | -0.40 |
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
| LPJIX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.21 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.53 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.70 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.60 | +0.03 |
Correlation
The correlation between LPJIX 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
LPJIX vs. FASGX - Dividend Comparison
LPJIX's dividend yield for the trailing twelve months is around 4.07%, less than FASGX's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPJIX BlackRock LifePath Dynamic 2035 Fund | 4.07% | 3.98% | 0.77% | 3.17% | 2.12% | 11.29% | 1.89% | 5.20% | 11.21% | 8.99% | 1.89% | 4.52% |
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
LPJIX vs. FASGX - Drawdown Comparison
The maximum LPJIX drawdown since its inception was -29.86%, smaller than the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for LPJIX and FASGX.
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Drawdown Indicators
| LPJIX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.86% | -47.35% | +17.49% |
Max Drawdown (1Y)Largest decline over 1 year | -8.49% | -9.07% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -23.54% | -0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -29.86% | -27.20% | -2.66% |
Current DrawdownCurrent decline from peak | -6.64% | -7.95% | +1.31% |
Average DrawdownAverage peak-to-trough decline | -3.96% | -6.74% | +2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 2.04% | -0.25% |
Volatility
LPJIX vs. FASGX - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic 2035 Fund (LPJIX) is 4.14%, while Fidelity Asset Manager 70% Fund (FASGX) has a volatility of 4.57%. This indicates that LPJIX experiences smaller price fluctuations and is considered to be less risky 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
| LPJIX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 4.57% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 7.04% | 7.78% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.22% | 12.82% | -0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.69% | 12.14% | +0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.89% | 12.56% | +0.33% |