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LPWRX vs. FFSFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LPWRX and FFSFX 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.


Performance

LPWRX vs. FFSFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock LifePath Dynamic 2065 Fund (LPWRX) and Fidelity Freedom 2065 Fund (FFSFX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

LPWRX:

4.21%

FFSFX:

4.78%

Max Drawdown

LPWRX:

-0.46%

FFSFX:

-0.37%

Current Drawdown

LPWRX:

-0.31%

FFSFX:

0.00%

Returns By Period


LPWRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FFSFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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LPWRX vs. FFSFX - Expense Ratio Comparison

LPWRX has a 0.93% expense ratio, which is higher than FFSFX's 0.75% expense ratio.


Risk-Adjusted Performance

LPWRX vs. FFSFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LPWRX
The Risk-Adjusted Performance Rank of LPWRX is 3939
Overall Rank
The Sharpe Ratio Rank of LPWRX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of LPWRX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of LPWRX is 4040
Omega Ratio Rank
The Calmar Ratio Rank of LPWRX is 4141
Calmar Ratio Rank
The Martin Ratio Rank of LPWRX is 3939
Martin Ratio Rank

FFSFX
The Risk-Adjusted Performance Rank of FFSFX is 5757
Overall Rank
The Sharpe Ratio Rank of FFSFX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of FFSFX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of FFSFX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of FFSFX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of FFSFX is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LPWRX vs. FFSFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2065 Fund (LPWRX) and Fidelity Freedom 2065 Fund (FFSFX). 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.



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Dividends

LPWRX vs. FFSFX - Dividend Comparison

LPWRX's dividend yield for the trailing twelve months is around 7.31%, more than FFSFX's 1.02% yield.


TTM202420232022202120202019
LPWRX
BlackRock LifePath Dynamic 2065 Fund
7.31%0.00%0.00%0.00%0.00%0.00%0.00%
FFSFX
Fidelity Freedom 2065 Fund
1.02%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LPWRX vs. FFSFX - Drawdown Comparison

The maximum LPWRX drawdown since its inception was -0.46%, which is greater than FFSFX's maximum drawdown of -0.37%. Use the drawdown chart below to compare losses from any high point for LPWRX and FFSFX. For additional features, visit the drawdowns tool.


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Volatility

LPWRX vs. FFSFX - Volatility Comparison


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