LPWRX vs. TDIFX
Compare and contrast key facts about BlackRock LifePath Dynamic 2065 Fund (LPWRX) and Dimensional Retirement Income Fund (TDIFX).
LPWRX is managed by BlackRock. It was launched on Oct 29, 2019. TDIFX is managed by Dimensional. It was launched on Nov 1, 2015.
Performance
LPWRX vs. TDIFX - Performance Comparison
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LPWRX vs. TDIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LPWRX BlackRock LifePath Dynamic 2065 Fund | -1.12% | 20.43% | 8.99% | 22.14% | -18.94% | 17.84% | 13.47% | 5.28% |
TDIFX Dimensional Retirement Income Fund | 0.21% | 7.22% | 6.21% | 7.76% | -9.37% | 14.53% | 9.33% | 1.57% |
Returns By Period
In the year-to-date period, LPWRX achieves a -1.12% return, which is significantly lower than TDIFX's 0.21% return.
LPWRX
- 1D
- 3.50%
- 1M
- -5.69%
- YTD
- -1.12%
- 6M
- 0.85%
- 1Y
- 20.39%
- 3Y*
- 13.94%
- 5Y*
- 7.24%
- 10Y*
- —
TDIFX
- 1D
- 0.59%
- 1M
- -1.59%
- YTD
- 0.21%
- 6M
- 0.88%
- 1Y
- 5.68%
- 3Y*
- 5.90%
- 5Y*
- 4.81%
- 10Y*
- 4.81%
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LPWRX vs. TDIFX - Expense Ratio Comparison
LPWRX has a 0.93% expense ratio, which is higher than TDIFX's 0.06% expense ratio.
Return for Risk
LPWRX vs. TDIFX — Risk / Return Rank
LPWRX
TDIFX
LPWRX vs. TDIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2065 Fund (LPWRX) and Dimensional Retirement Income Fund (TDIFX). 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.
| LPWRX | TDIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.47 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.64 | 2.07 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.47 | +0.24 |
Martin ratioReturn relative to average drawdown | 7.82 | 6.12 | +1.69 |
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
| LPWRX | TDIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.47 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.84 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.96 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 1.00 | -0.48 |
Correlation
The correlation between LPWRX and TDIFX is 0.73, 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
LPWRX vs. TDIFX - Dividend Comparison
LPWRX's dividend yield for the trailing twelve months is around 2.29%, more than TDIFX's 2.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
LPWRX BlackRock LifePath Dynamic 2065 Fund | 2.29% | 2.26% | 1.00% | 2.07% | 2.35% | 9.34% | 1.00% | 0.55% | 0.00% | 0.00% | 0.00% |
TDIFX Dimensional Retirement Income Fund | 2.06% | 1.77% | 3.11% | 3.09% | 4.66% | 9.39% | 1.39% | 1.98% | 2.11% | 0.98% | 0.89% |
Drawdowns
LPWRX vs. TDIFX - Drawdown Comparison
The maximum LPWRX drawdown since its inception was -33.27%, which is greater than TDIFX's maximum drawdown of -12.21%. Use the drawdown chart below to compare losses from any high point for LPWRX and TDIFX.
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Drawdown Indicators
| LPWRX | TDIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.27% | -12.21% | -21.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -2.84% | -9.43% |
Max Drawdown (5Y)Largest decline over 5 years | -27.28% | -12.21% | -15.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -12.21% | — |
Current DrawdownCurrent decline from peak | -6.92% | -1.83% | -5.09% |
Average DrawdownAverage peak-to-trough decline | -6.58% | -1.77% | -4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 0.84% | +1.84% |
Volatility
LPWRX vs. TDIFX - Volatility Comparison
BlackRock LifePath Dynamic 2065 Fund (LPWRX) has a higher volatility of 7.33% compared to Dimensional Retirement Income Fund (TDIFX) at 1.51%. This indicates that LPWRX's price experiences larger fluctuations and is considered to be riskier than TDIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPWRX | TDIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 1.51% | +5.82% |
Volatility (6M)Calculated over the trailing 6-month period | 11.29% | 2.32% | +8.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.93% | 4.34% | +14.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 5.89% | +10.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.67% | 5.05% | +13.62% |