LPVIX vs. LIVIX
Compare and contrast key facts about BlackRock LifePath Dynamic 2055 Fund (LPVIX) and BlackRock LifePath Index 2055 Fund (LIVIX).
LPVIX is managed by BlackRock. It was launched on Jun 29, 2010. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
LPVIX vs. LIVIX - Performance Comparison
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LPVIX vs. LIVIX - 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% |
LIVIX BlackRock LifePath Index 2055 Fund | -4.27% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
Returns By Period
The year-to-date returns for both stocks are quite close, with LPVIX having a -4.20% return and LIVIX slightly lower at -4.27%. Over the past 10 years, LPVIX has underperformed LIVIX with an annualized return of 9.83%, while LIVIX has yielded a comparatively higher 10.44% 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%
LIVIX
- 1D
- -0.26%
- 1M
- -8.84%
- YTD
- -4.27%
- 6M
- -1.37%
- 1Y
- 17.75%
- 3Y*
- 14.56%
- 5Y*
- 8.15%
- 10Y*
- 10.44%
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LPVIX vs. LIVIX - Expense Ratio Comparison
LPVIX has a 0.50% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Return for Risk
LPVIX vs. LIVIX — Risk / Return Rank
LPVIX
LIVIX
LPVIX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2055 Fund (LPVIX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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 | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.06 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.58 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.24 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.34 | -0.10 |
Martin ratioReturn relative to average drawdown | 5.81 | 6.36 | -0.55 |
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 | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.06 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.52 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.63 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.57 | +0.04 |
Correlation
The correlation between LPVIX and LIVIX is 0.97, 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. LIVIX - Dividend Comparison
LPVIX's dividend yield for the trailing twelve months is around 5.63%, more than LIVIX's 2.59% 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% |
LIVIX BlackRock LifePath Index 2055 Fund | 2.59% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
Drawdowns
LPVIX vs. LIVIX - Drawdown Comparison
The maximum LPVIX drawdown since its inception was -34.31%, roughly equal to the maximum LIVIX drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for LPVIX and LIVIX.
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Drawdown Indicators
| LPVIX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.31% | -34.44% | +0.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -11.82% | -0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -27.01% | -26.45% | -0.56% |
Max Drawdown (10Y)Largest decline over 10 years | -34.31% | -34.44% | +0.13% |
Current DrawdownCurrent decline from peak | -9.91% | -9.44% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -4.56% | -0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.49% | +0.13% |
Volatility
LPVIX vs. LIVIX - Volatility Comparison
BlackRock LifePath Dynamic 2055 Fund (LPVIX) has a higher volatility of 6.09% compared to BlackRock LifePath Index 2055 Fund (LIVIX) at 5.26%. This indicates that LPVIX's price experiences larger fluctuations and is considered to be riskier than LIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPVIX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 5.26% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | 9.30% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 16.87% | +1.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 15.71% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 16.64% | -0.21% |