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MADCX vs. LIVIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MADCX vs. LIVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Emerging Markets Fund, Inc. (MADCX) and BlackRock LifePath Index 2055 Fund (LIVIX). The values are adjusted to include any dividend payments, if applicable.

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MADCX vs. LIVIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MADCX
BlackRock Emerging Markets Fund, Inc.
-1.26%30.47%-1.09%10.77%-24.12%-1.14%24.53%26.47%-10.73%42.09%
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

In the year-to-date period, MADCX achieves a -1.26% return, which is significantly higher than LIVIX's -4.27% return. Over the past 10 years, MADCX has underperformed LIVIX with an annualized return of 8.35%, while LIVIX has yielded a comparatively higher 10.44% annualized return.


MADCX

1D
-1.02%
1M
-14.25%
YTD
-1.26%
6M
4.27%
1Y
29.16%
3Y*
10.44%
5Y*
-0.01%
10Y*
8.35%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MADCX vs. LIVIX - Expense Ratio Comparison

MADCX has a 0.86% expense ratio, which is higher than LIVIX's 0.10% expense ratio.


Return for Risk

MADCX vs. LIVIX — Risk / Return Rank

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

MADCX
MADCX Risk / Return Rank: 7575
Overall Rank
MADCX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
MADCX Sortino Ratio Rank: 7676
Sortino Ratio Rank
MADCX Omega Ratio Rank: 7575
Omega Ratio Rank
MADCX Calmar Ratio Rank: 7272
Calmar Ratio Rank
MADCX Martin Ratio Rank: 7474
Martin Ratio Rank

LIVIX
LIVIX Risk / Return Rank: 6262
Overall Rank
LIVIX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
LIVIX Sortino Ratio Rank: 6363
Sortino Ratio Rank
LIVIX Omega Ratio Rank: 6363
Omega Ratio Rank
LIVIX Calmar Ratio Rank: 5858
Calmar Ratio Rank
LIVIX Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MADCX vs. LIVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Emerging Markets Fund, Inc. (MADCX) 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.


MADCXLIVIXDifference

Sharpe ratio

Return per unit of total volatility

1.42

1.06

+0.35

Sortino ratio

Return per unit of downside risk

1.88

1.58

+0.30

Omega ratio

Gain probability vs. loss probability

1.28

1.24

+0.05

Calmar ratio

Return relative to maximum drawdown

1.65

1.34

+0.31

Martin ratio

Return relative to average drawdown

7.10

6.36

+0.74

MADCX vs. LIVIX - Sharpe Ratio Comparison

The current MADCX Sharpe Ratio is 1.42, which is higher than the LIVIX Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of MADCX and LIVIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MADCXLIVIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.42

1.06

+0.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.00

0.52

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.63

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.57

-0.23

Correlation

The correlation between MADCX and LIVIX is 0.79, 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

MADCX vs. LIVIX - Dividend Comparison

MADCX's dividend yield for the trailing twelve months is around 4.31%, more than LIVIX's 2.59% yield.


TTM20252024202320222021202020192018201720162015
MADCX
BlackRock Emerging Markets Fund, Inc.
4.31%4.26%1.90%1.67%2.22%5.72%0.97%1.53%0.98%0.48%1.82%1.34%
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

MADCX vs. LIVIX - Drawdown Comparison

The maximum MADCX drawdown since its inception was -66.58%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for MADCX and LIVIX.


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Drawdown Indicators


MADCXLIVIXDifference

Max Drawdown

Largest peak-to-trough decline

-66.58%

-34.44%

-32.14%

Max Drawdown (1Y)

Largest decline over 1 year

-15.57%

-11.82%

-3.75%

Max Drawdown (5Y)

Largest decline over 5 years

-40.70%

-26.45%

-14.25%

Max Drawdown (10Y)

Largest decline over 10 years

-43.82%

-34.44%

-9.38%

Current Drawdown

Current decline from peak

-15.57%

-9.44%

-6.13%

Average Drawdown

Average peak-to-trough decline

-18.45%

-4.56%

-13.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.62%

2.49%

+1.13%

Volatility

MADCX vs. LIVIX - Volatility Comparison

BlackRock Emerging Markets Fund, Inc. (MADCX) has a higher volatility of 10.43% compared to BlackRock LifePath Index 2055 Fund (LIVIX) at 5.26%. This indicates that MADCX'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


MADCXLIVIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.43%

5.26%

+5.17%

Volatility (6M)

Calculated over the trailing 6-month period

15.69%

9.30%

+6.39%

Volatility (1Y)

Calculated over the trailing 1-year period

20.03%

16.87%

+3.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.44%

15.71%

+1.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.25%

16.64%

+1.61%