LPVIX vs. FRQKX
Compare and contrast key facts about BlackRock LifePath Dynamic 2055 Fund (LPVIX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
LPVIX is managed by BlackRock. It was launched on Jun 29, 2010. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
LPVIX vs. FRQKX - Performance Comparison
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LPVIX vs. FRQKX - 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% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | -0.48% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, LPVIX achieves a -4.20% return, which is significantly lower than FRQKX's -0.48% 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%
FRQKX
- 1D
- 0.25%
- 1M
- -3.18%
- YTD
- -0.48%
- 6M
- 0.80%
- 1Y
- 7.18%
- 3Y*
- 6.11%
- 5Y*
- 2.52%
- 10Y*
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LPVIX vs. FRQKX - Expense Ratio Comparison
LPVIX has a 0.50% expense ratio, which is higher than FRQKX's 0.36% expense ratio.
Return for Risk
LPVIX vs. FRQKX — Risk / Return Rank
LPVIX
FRQKX
LPVIX vs. FRQKX - 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 2010 Fund Class K (FRQKX). 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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.58 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.20 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.12 | -0.88 |
Martin ratioReturn relative to average drawdown | 5.81 | 8.53 | -2.72 |
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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.58 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.46 | -0.05 |
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 | 0.68 | -0.06 |
Correlation
The correlation between LPVIX and FRQKX is 0.74, 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. FRQKX - Dividend Comparison
LPVIX's dividend yield for the trailing twelve months is around 5.63%, more than FRQKX's 3.27% 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% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.27% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LPVIX vs. FRQKX - Drawdown Comparison
The maximum LPVIX drawdown since its inception was -34.31%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for LPVIX and FRQKX.
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Drawdown Indicators
| LPVIX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.31% | -16.97% | -17.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -3.42% | -8.86% |
Max Drawdown (5Y)Largest decline over 5 years | -27.01% | -16.97% | -10.04% |
Max Drawdown (10Y)Largest decline over 10 years | -34.31% | — | — |
Current DrawdownCurrent decline from peak | -9.91% | -3.18% | -6.73% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -3.95% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 0.85% | +1.77% |
Volatility
LPVIX vs. FRQKX - Volatility Comparison
BlackRock LifePath Dynamic 2055 Fund (LPVIX) has a higher volatility of 6.09% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 1.97%. This indicates that LPVIX's price experiences larger fluctuations and is considered to be riskier than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPVIX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 1.97% | +4.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | 2.87% | +7.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 4.62% | +14.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 5.52% | +11.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 5.77% | +10.66% |