LPWRX vs. FFSFX
Compare and contrast key facts about BlackRock LifePath Dynamic 2065 Fund (LPWRX) and Fidelity Freedom 2065 Fund (FFSFX).
LPWRX is managed by Blackrock. It was launched on Oct 29, 2019. FFSFX is managed by Fidelity. It was launched on Jun 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPWRX or FFSFX.
Performance
LPWRX vs. FFSFX - Performance Comparison
Returns By Period
In the year-to-date period, LPWRX achieves a 17.69% return, which is significantly higher than FFSFX's 15.98% return.
LPWRX
17.69%
1.15%
7.72%
24.83%
9.16%
N/A
FFSFX
15.98%
0.80%
6.32%
22.91%
7.26%
N/A
Key characteristics
| LPWRX | FFSFX | |
|---|---|---|
| Sharpe Ratio | 1.92 | 2.02 |
| Sortino Ratio | 2.59 | 2.82 |
| Omega Ratio | 1.39 | 1.36 |
| Calmar Ratio | 2.22 | 1.30 |
| Martin Ratio | 12.80 | 12.56 |
| Ulcer Index | 1.94% | 1.82% |
| Daily Std Dev | 12.91% | 11.33% |
| Max Drawdown | -34.95% | -33.17% |
| Current Drawdown | -1.54% | -1.43% |
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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.
Correlation
The correlation between LPWRX and FFSFX is 0.92, 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.
Risk-Adjusted Performance
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.
Dividends
LPWRX vs. FFSFX - Dividend Comparison
LPWRX's dividend yield for the trailing twelve months is around 1.56%, more than FFSFX's 1.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
LPWRX BlackRock LifePath Dynamic 2065 Fund | 1.56% | 2.08% | 1.37% | 5.81% | 1.01% | 0.55% |
FFSFX Fidelity Freedom 2065 Fund | 1.08% | 1.25% | 2.03% | 2.12% | 1.02% | 1.15% |
Drawdowns
LPWRX vs. FFSFX - Drawdown Comparison
The maximum LPWRX drawdown since its inception was -34.95%, which is greater than FFSFX's maximum drawdown of -33.17%. Use the drawdown chart below to compare losses from any high point for LPWRX and FFSFX. For additional features, visit the drawdowns tool.
Volatility
LPWRX vs. FFSFX - Volatility Comparison
BlackRock LifePath Dynamic 2065 Fund (LPWRX) and Fidelity Freedom 2065 Fund (FFSFX) have volatilities of 3.10% and 3.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.