LPVIX vs. FASGX
Compare and contrast key facts about BlackRock LifePath Dynamic 2055 Fund (LPVIX) and Fidelity Asset Manager 70% Fund (FASGX).
LPVIX is managed by BlackRock. It was launched on Jun 29, 2010. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
LPVIX vs. FASGX - Performance Comparison
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LPVIX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPVIX BlackRock LifePath Dynamic 2055 Fund | -4.20% | 20.90% | 8.18% | 22.40% | -18.77% | 17.88% | 14.44% | 26.49% | -8.37% | 21.95% |
FASGX Fidelity Asset Manager 70% Fund | -0.70% | 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, LPVIX achieves a -4.20% return, which is significantly lower than FASGX's -0.70% return. Over the past 10 years, LPVIX has outperformed FASGX with an annualized return of 9.83%, while FASGX has yielded a comparatively lower 8.96% annualized return.
LPVIX
- 1D
- -0.28%
- 1M
- -9.29%
- YTD
- -4.20%
- 6M
- -1.81%
- 1Y
- 17.11%
- 3Y*
- 12.68%
- 5Y*
- 6.84%
- 10Y*
- 9.83%
FASGX
- 1D
- 2.36%
- 1M
- -4.75%
- YTD
- -0.70%
- 6M
- 1.92%
- 1Y
- 17.75%
- 3Y*
- 12.59%
- 5Y*
- 6.64%
- 10Y*
- 8.96%
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LPVIX vs. FASGX - Expense Ratio Comparison
LPVIX has a 0.50% expense ratio, which is lower than FASGX's 0.67% expense ratio.
Return for Risk
LPVIX vs. FASGX — Risk / Return Rank
LPVIX
FASGX
LPVIX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2055 Fund (LPVIX) 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.
| LPVIX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.41 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.01 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.30 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.00 | -0.76 |
Martin ratioReturn relative to average drawdown | 5.81 | 8.74 | -2.94 |
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
| LPVIX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.41 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.55 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.71 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.60 | +0.02 |
Correlation
The correlation between LPVIX 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
LPVIX vs. FASGX - Dividend Comparison
LPVIX's dividend yield for the trailing twelve months is around 5.63%, less than FASGX's 7.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPVIX BlackRock LifePath Dynamic 2055 Fund | 5.63% | 5.39% | 0.72% | 2.99% | 2.53% | 11.79% | 1.19% | 4.83% | 10.40% | 9.61% | 1.93% | 3.84% |
FASGX Fidelity Asset Manager 70% Fund | 7.39% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Drawdowns
LPVIX vs. FASGX - Drawdown Comparison
The maximum LPVIX drawdown since its inception was -34.31%, smaller than the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for LPVIX and FASGX.
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Drawdown Indicators
| LPVIX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.31% | -47.35% | +13.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -9.07% | -3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -27.01% | -23.54% | -3.47% |
Max Drawdown (10Y)Largest decline over 10 years | -34.31% | -27.20% | -7.11% |
Current DrawdownCurrent decline from peak | -9.91% | -5.77% | -4.14% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -6.74% | +1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.07% | +0.55% |
Volatility
LPVIX vs. FASGX - Volatility Comparison
BlackRock LifePath Dynamic 2055 Fund (LPVIX) has a higher volatility of 6.09% compared to Fidelity Asset Manager 70% Fund (FASGX) at 5.30%. This indicates that LPVIX'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
| LPVIX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 5.30% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | 8.12% | +2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 13.00% | +5.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 12.18% | +4.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 12.58% | +3.85% |