LPVIX vs. FRHMX
Compare and contrast key facts about BlackRock LifePath Dynamic 2055 Fund (LPVIX) and Fidelity Managed Retirement Income Fund Class K6 (FRHMX).
LPVIX is managed by BlackRock. It was launched on Jun 29, 2010. FRHMX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
LPVIX vs. FRHMX - Performance Comparison
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LPVIX vs. FRHMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LPVIX BlackRock LifePath Dynamic 2055 Fund | -4.20% | 20.90% | 8.18% | 22.40% | -18.77% | 17.88% | 14.44% | 8.58% |
FRHMX Fidelity Managed Retirement Income Fund Class K6 | -0.45% | 10.02% | 4.50% | 8.28% | -11.48% | 2.98% | 8.79% | 3.17% |
Returns By Period
In the year-to-date period, LPVIX achieves a -4.20% return, which is significantly lower than FRHMX's -0.45% 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%
FRHMX
- 1D
- 0.27%
- 1M
- -3.16%
- YTD
- -0.45%
- 6M
- 0.86%
- 1Y
- 7.28%
- 3Y*
- 6.13%
- 5Y*
- 2.58%
- 10Y*
- —
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LPVIX vs. FRHMX - Expense Ratio Comparison
LPVIX has a 0.50% expense ratio, which is higher than FRHMX's 0.25% expense ratio.
Return for Risk
LPVIX vs. FRHMX — Risk / Return Rank
LPVIX
FRHMX
LPVIX vs. FRHMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2055 Fund (LPVIX) and Fidelity Managed Retirement Income Fund Class K6 (FRHMX). 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 | FRHMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.61 | -0.68 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.24 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.15 | -0.91 |
Martin ratioReturn relative to average drawdown | 5.81 | 8.71 | -2.90 |
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 | FRHMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.61 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.50 | -0.09 |
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 | 0.71 | -0.09 |
Correlation
The correlation between LPVIX and FRHMX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LPVIX vs. FRHMX - Dividend Comparison
LPVIX's dividend yield for the trailing twelve months is around 5.63%, more than FRHMX's 3.39% 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% |
FRHMX Fidelity Managed Retirement Income Fund Class K6 | 3.39% | 3.22% | 3.24% | 3.02% | 4.77% | 3.78% | 2.61% | 1.95% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LPVIX vs. FRHMX - Drawdown Comparison
The maximum LPVIX drawdown since its inception was -34.31%, which is greater than FRHMX's maximum drawdown of -15.96%. Use the drawdown chart below to compare losses from any high point for LPVIX and FRHMX.
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Drawdown Indicators
| LPVIX | FRHMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.31% | -15.96% | -18.35% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -3.42% | -8.86% |
Max Drawdown (5Y)Largest decline over 5 years | -27.01% | -15.96% | -11.05% |
Max Drawdown (10Y)Largest decline over 10 years | -34.31% | — | — |
Current DrawdownCurrent decline from peak | -9.91% | -3.16% | -6.75% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -3.58% | -1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 0.85% | +1.77% |
Volatility
LPVIX vs. FRHMX - Volatility Comparison
BlackRock LifePath Dynamic 2055 Fund (LPVIX) has a higher volatility of 6.09% compared to Fidelity Managed Retirement Income Fund Class K6 (FRHMX) at 1.96%. This indicates that LPVIX's price experiences larger fluctuations and is considered to be riskier than FRHMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPVIX | FRHMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 1.96% | +4.13% |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | 2.86% | +7.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 4.59% | +14.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 5.22% | +11.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 5.14% | +11.29% |