LPVIX vs. MADVX
LPVIX (BlackRock LifePath Dynamic 2055 Fund) and MADVX (BlackRock Equity Dividend Fund) are both mutual funds - LPVIX is a Target Retirement Date fund managed by BlackRock, while MADVX is a Large Cap Value Equities fund managed by BlackRock. Over the past 10 years, LPVIX returned 10.93%/yr vs 11.81%/yr for MADVX. Their correlation of 0.85 means they have usually moved in the same direction. LPVIX charges 0.50%/yr vs 0.68%/yr for MADVX.
Performance
LPVIX vs. MADVX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LPVIX achieves a 12.02% return, which is significantly lower than MADVX's 15.65% return. Over the past 10 years, LPVIX has underperformed MADVX with an annualized return of 10.93%, while MADVX has yielded a comparatively higher 11.81% annualized return.
LPVIX
- 1D
- 2.69%
- 1M
- 0.27%
- 6M
- 8.32%
- YTD
- 12.02%
- 1Y
- 24.19%
- 3Y*
- 15.02%
- 5Y*
- 8.66%
- 10Y*
- 10.93%
- ALL TIME*
- 10.91%
MADVX
- 1D
- 0.90%
- 1M
- 1.02%
- 6M
- 11.69%
- YTD
- 15.65%
- 1Y
- 28.55%
- 3Y*
- 15.84%
- 5Y*
- 11.05%
- 10Y*
- 11.81%
- ALL TIME*
- 10.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LPVIX vs. MADVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPVIX BlackRock LifePath Dynamic 2055 Fund | 12.02% | 20.90% | 8.18% | 22.40% | -18.77% | 17.88% | 14.44% | 26.49% | -8.37% | 21.95% |
MADVX BlackRock Equity Dividend Fund | 15.65% | 21.70% | 6.98% | 12.71% | -3.97% | 20.13% | 4.03% | 27.58% | -7.15% | 16.31% |
Correlation
The correlation between LPVIX and MADVX is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2010 | 0.85 |
The correlation between LPVIX and MADVX shifts across timeframes, from 0.73 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LPVIX vs. MADVX — Risk / Return Rank
LPVIX
MADVX
LPVIX vs. MADVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2055 Fund (LPVIX) and BlackRock Equity Dividend Fund (MADVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LPVIX | MADVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.39 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 2.88 | -0.62 |
| Martin ratioReturn relative to average drawdown | 9.28 | 12.34 | -3.06 |
Loading charts...
Drawdowns
LPVIX vs. MADVX - Drawdown Comparison
The maximum LPVIX drawdown since its inception was -34.31%, smaller than the maximum MADVX drawdown of -50.00%. Use the drawdown chart below to compare losses from any high point for LPVIX and MADVX.
Loading charts...
Drawdown Indicators
| LPVIX | MADVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.31% | -50.00% | +15.69% |
Max Drawdown (1Y)Largest decline over 1 year | -9.91% | -9.01% | -0.90% |
Max Drawdown (3Y)Largest decline over 3 years | -22.45% | -15.22% | -7.23% |
Max Drawdown (5Y)Largest decline over 5 years | -27.01% | -18.05% | -8.96% |
Max Drawdown (10Y)Largest decline over 10 years | -34.31% | -35.94% | +1.63% |
Current DrawdownCurrent decline from peak | -1.62% | -0.22% | -1.40% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -5.27% | +0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.11% | +0.30% |
Volatility
LPVIX vs. MADVX - Volatility Comparison
BlackRock LifePath Dynamic 2055 Fund (LPVIX) has a higher volatility of 4.58% compared to BlackRock Equity Dividend Fund (MADVX) at 3.39%. This indicates that LPVIX's price experiences larger fluctuations and is considered to be riskier than MADVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LPVIX | MADVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 3.39% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 13.02% | 9.42% | +3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.57% | 11.84% | +3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.30% | 14.20% | +3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 16.30% | +0.25% |
LPVIX vs. MADVX - Expense Ratio Comparison
LPVIX has a 0.50% expense ratio, which is lower than MADVX's 0.68% expense ratio.
Dividends
LPVIX vs. MADVX - Dividend Comparison
LPVIX's dividend yield for the trailing twelve months is around 4.81%, less than MADVX's 14.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPVIX BlackRock LifePath Dynamic 2055 Fund | 4.81% | 5.39% | 0.72% | 2.99% | 2.53% | 11.79% | 1.19% | 4.83% | 10.40% | 9.61% | 1.93% | 3.84% |
MADVX BlackRock Equity Dividend Fund | 14.09% | 10.23% | 8.58% | 7.08% | 13.50% | 12.15% | 6.35% | 13.15% | 14.04% | 14.38% | 7.98% | 18.44% |
Frequently Asked Questions
LPVIX and MADVX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LPVIX has higher volatility (4.58%) compared to MADVX (3.39%). In terms of maximum drawdown, LPVIX dropped -34.31% vs MADVX's -50.00%.
MADVX currently has the higher Sharpe Ratio (2.20 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for LPVIX and MADVX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer