LPVIX vs. FCQTX
Compare and contrast key facts about BlackRock LifePath Dynamic 2055 Fund (LPVIX) and American Funds 2065 Target Date Retirement Fund (FCQTX).
LPVIX is managed by BlackRock. It was launched on Jun 29, 2010. FCQTX is managed by American Funds. It was launched on Mar 26, 2020.
Performance
LPVIX vs. FCQTX - Performance Comparison
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LPVIX vs. FCQTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LPVIX BlackRock LifePath Dynamic 2055 Fund | -4.20% | 20.90% | 8.18% | 22.40% | -18.77% | 17.88% | 49.39% |
FCQTX American Funds 2065 Target Date Retirement Fund | -5.95% | 20.74% | 15.64% | 21.56% | -19.63% | 17.34% | 47.06% |
Returns By Period
In the year-to-date period, LPVIX achieves a -4.20% return, which is significantly higher than FCQTX's -5.95% 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%
FCQTX
- 1D
- -0.42%
- 1M
- -9.36%
- YTD
- -5.95%
- 6M
- -2.92%
- 1Y
- 15.81%
- 3Y*
- 14.49%
- 5Y*
- 7.64%
- 10Y*
- —
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LPVIX vs. FCQTX - Expense Ratio Comparison
LPVIX has a 0.50% expense ratio, which is higher than FCQTX's 0.01% expense ratio.
Return for Risk
LPVIX vs. FCQTX — Risk / Return Rank
LPVIX
FCQTX
LPVIX vs. FCQTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2055 Fund (LPVIX) and American Funds 2065 Target Date Retirement Fund (FCQTX). 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 | FCQTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.04 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.56 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.35 | -0.11 |
Martin ratioReturn relative to average drawdown | 5.81 | 5.87 | -0.06 |
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 | FCQTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.04 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.53 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.94 | -0.33 |
Correlation
The correlation between LPVIX and FCQTX 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. FCQTX - Dividend Comparison
LPVIX's dividend yield for the trailing twelve months is around 5.63%, more than FCQTX's 4.96% 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% |
FCQTX American Funds 2065 Target Date Retirement Fund | 4.96% | 4.67% | 2.80% | 1.99% | 3.96% | 1.54% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LPVIX vs. FCQTX - Drawdown Comparison
The maximum LPVIX drawdown since its inception was -34.31%, which is greater than FCQTX's maximum drawdown of -27.34%. Use the drawdown chart below to compare losses from any high point for LPVIX and FCQTX.
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Drawdown Indicators
| LPVIX | FCQTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.31% | -27.34% | -6.97% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -10.21% | -2.07% |
Max Drawdown (5Y)Largest decline over 5 years | -27.01% | -27.34% | +0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -34.31% | — | — |
Current DrawdownCurrent decline from peak | -9.91% | -9.83% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -6.02% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.34% | +0.28% |
Volatility
LPVIX vs. FCQTX - Volatility Comparison
BlackRock LifePath Dynamic 2055 Fund (LPVIX) has a higher volatility of 6.09% compared to American Funds 2065 Target Date Retirement Fund (FCQTX) at 4.62%. This indicates that LPVIX's price experiences larger fluctuations and is considered to be riskier than FCQTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPVIX | FCQTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 4.62% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | 9.04% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 15.15% | +3.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 14.58% | +2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 15.05% | +1.38% |