Correlation
The correlation between LPVIX and BIAPX is 0.94, 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.
LPVIX vs. BIAPX
Compare and contrast key facts about BlackRock LifePath Dynamic 2055 Fund (LPVIX) and BlackRock 80/20 Target Allocation Fund (BIAPX).
LPVIX is managed by Blackrock. It was launched on Jun 29, 2010. BIAPX is managed by Blackrock. It was launched on Dec 20, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPVIX or BIAPX.
Performance
LPVIX vs. BIAPX - Performance Comparison
Loading data...
Key characteristics
LPVIX:
0.60
BIAPX:
0.61
LPVIX:
0.86
BIAPX:
0.88
LPVIX:
1.13
BIAPX:
1.12
LPVIX:
0.58
BIAPX:
0.58
LPVIX:
2.58
BIAPX:
2.35
LPVIX:
3.89%
BIAPX:
3.65%
LPVIX:
19.41%
BIAPX:
15.75%
LPVIX:
-34.31%
BIAPX:
-52.80%
LPVIX:
-1.63%
BIAPX:
-1.87%
Returns By Period
In the year-to-date period, LPVIX achieves a 3.92% return, which is significantly higher than BIAPX's 2.80% return. Over the past 10 years, LPVIX has outperformed BIAPX with an annualized return of 8.97%, while BIAPX has yielded a comparatively lower 8.17% annualized return.
LPVIX
3.92%
5.41%
1.56%
10.72%
13.10%
13.62%
8.97%
BIAPX
2.80%
4.98%
1.36%
8.88%
10.87%
11.57%
8.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LPVIX vs. BIAPX - Expense Ratio Comparison
LPVIX has a 0.50% expense ratio, which is higher than BIAPX's 0.10% expense ratio.
Risk-Adjusted Performance
LPVIX vs. BIAPX — Risk-Adjusted Performance Rank
LPVIX
BIAPX
LPVIX vs. BIAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2055 Fund (LPVIX) and BlackRock 80/20 Target Allocation Fund (BIAPX). 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.
Loading data...
Dividends
LPVIX vs. BIAPX - Dividend Comparison
LPVIX's dividend yield for the trailing twelve months is around 8.49%, which matches BIAPX's 8.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPVIX BlackRock LifePath Dynamic 2055 Fund | 8.49% | 8.83% | 3.00% | 2.53% | 12.25% | 1.91% | 4.84% | 10.42% | 10.09% | 1.94% | 3.85% | 8.19% |
BIAPX BlackRock 80/20 Target Allocation Fund | 8.55% | 8.79% | 4.29% | 2.30% | 6.05% | 2.06% | 2.49% | 6.25% | 3.12% | 1.67% | 13.85% | 17.24% |
Drawdowns
LPVIX vs. BIAPX - Drawdown Comparison
The maximum LPVIX drawdown since its inception was -34.31%, smaller than the maximum BIAPX drawdown of -52.80%. Use the drawdown chart below to compare losses from any high point for LPVIX and BIAPX.
Loading data...
Volatility
LPVIX vs. BIAPX - Volatility Comparison
BlackRock LifePath Dynamic 2055 Fund (LPVIX) has a higher volatility of 3.37% compared to BlackRock 80/20 Target Allocation Fund (BIAPX) at 3.07%. This indicates that LPVIX's price experiences larger fluctuations and is considered to be riskier than BIAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...