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LPJIX vs. VDADX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LPJIX vs. VDADX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock LifePath Dynamic 2035 Fund (LPJIX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). The values are adjusted to include any dividend payments, if applicable.

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LPJIX vs. VDADX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VDADX
Vanguard Dividend Appreciation Index Fund Admiral Shares
-3.77%14.17%16.99%14.44%-9.80%23.59%15.47%29.68%-2.06%22.22%

Returns By Period

In the year-to-date period, LPJIX achieves a -2.32% return, which is significantly higher than VDADX's -3.77% return. Over the past 10 years, LPJIX has underperformed VDADX with an annualized return of 8.05%, while VDADX has yielded a comparatively higher 12.01% 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%

VDADX

1D
0.00%
1M
-7.14%
YTD
-3.77%
6M
-1.63%
1Y
10.40%
3Y*
13.00%
5Y*
9.45%
10Y*
12.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LPJIX vs. VDADX - Expense Ratio Comparison

LPJIX has a 0.48% expense ratio, which is higher than VDADX's 0.08% expense ratio.


Return for Risk

LPJIX vs. VDADX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LPJIX
LPJIX Risk / Return Rank: 6060
Overall Rank
LPJIX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
LPJIX Sortino Ratio Rank: 5858
Sortino Ratio Rank
LPJIX Omega Ratio Rank: 5858
Omega Ratio Rank
LPJIX Calmar Ratio Rank: 5858
Calmar Ratio Rank
LPJIX Martin Ratio Rank: 6969
Martin Ratio Rank

VDADX
VDADX Risk / Return Rank: 3737
Overall Rank
VDADX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
VDADX Sortino Ratio Rank: 3838
Sortino Ratio Rank
VDADX Omega Ratio Rank: 3737
Omega Ratio Rank
VDADX Calmar Ratio Rank: 3434
Calmar Ratio Rank
VDADX Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LPJIX vs. VDADX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2035 Fund (LPJIX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). 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.


LPJIXVDADXDifference

Sharpe ratio

Return per unit of total volatility

1.06

0.76

+0.29

Sortino ratio

Return per unit of downside risk

1.54

1.18

+0.36

Omega ratio

Gain probability vs. loss probability

1.23

1.17

+0.06

Calmar ratio

Return relative to maximum drawdown

1.37

0.92

+0.44

Martin ratio

Return relative to average drawdown

6.49

4.19

+2.30

LPJIX vs. VDADX - Sharpe Ratio Comparison

The current LPJIX Sharpe Ratio is 1.06, which is higher than the VDADX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of LPJIX and VDADX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LPJIXVDADXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

0.76

+0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

0.67

-0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

0.74

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.71

-0.08

Correlation

The correlation between LPJIX and VDADX is 0.85, 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. VDADX - Dividend Comparison

LPJIX's dividend yield for the trailing twelve months is around 4.07%, more than VDADX's 1.62% yield.


TTM20252024202320222021202020192018201720162015
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%
VDADX
Vanguard Dividend Appreciation Index Fund Admiral Shares
1.62%1.60%1.71%1.86%1.94%1.53%1.61%1.69%2.07%1.88%2.14%2.34%

Drawdowns

LPJIX vs. VDADX - Drawdown Comparison

The maximum LPJIX drawdown since its inception was -29.86%, smaller than the maximum VDADX drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for LPJIX and VDADX.


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Drawdown Indicators


LPJIXVDADXDifference

Max Drawdown

Largest peak-to-trough decline

-29.86%

-31.70%

+1.84%

Max Drawdown (1Y)

Largest decline over 1 year

-8.49%

-10.87%

+2.38%

Max Drawdown (5Y)

Largest decline over 5 years

-23.71%

-20.42%

-3.29%

Max Drawdown (10Y)

Largest decline over 10 years

-29.86%

-31.70%

+1.84%

Current Drawdown

Current decline from peak

-6.64%

-7.93%

+1.29%

Average Drawdown

Average peak-to-trough decline

-3.96%

-3.44%

-0.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.79%

2.40%

-0.61%

Volatility

LPJIX vs. VDADX - Volatility Comparison

BlackRock LifePath Dynamic 2035 Fund (LPJIX) has a higher volatility of 4.14% compared to Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) at 3.33%. This indicates that LPJIX's price experiences larger fluctuations and is considered to be riskier than VDADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LPJIXVDADXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.14%

3.33%

+0.81%

Volatility (6M)

Calculated over the trailing 6-month period

7.04%

7.58%

-0.54%

Volatility (1Y)

Calculated over the trailing 1-year period

12.22%

15.23%

-3.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.69%

14.28%

-1.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.89%

16.18%

-3.29%