MAGRX vs. LIVIX
Compare and contrast key facts about BlackRock Natural Resources Trust Fund (MAGRX) and BlackRock LifePath Index 2055 Fund (LIVIX).
MAGRX is managed by BlackRock. It was launched on Oct 23, 1988. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
MAGRX vs. LIVIX - Performance Comparison
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MAGRX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAGRX BlackRock Natural Resources Trust Fund | 16.25% | 30.26% | -5.65% | -1.36% | 17.20% | 30.76% | 3.20% | 15.34% | -17.95% | 8.20% |
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, MAGRX achieves a 16.25% return, which is significantly higher than LIVIX's -4.27% return. Both investments have delivered pretty close results over the past 10 years, with MAGRX having a 10.91% annualized return and LIVIX not far behind at 10.44%.
MAGRX
- 1D
- 0.12%
- 1M
- -4.41%
- YTD
- 16.25%
- 6M
- 24.19%
- 1Y
- 41.41%
- 3Y*
- 12.72%
- 5Y*
- 13.78%
- 10Y*
- 10.91%
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%
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MAGRX vs. LIVIX - Expense Ratio Comparison
MAGRX has a 0.87% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Return for Risk
MAGRX vs. LIVIX — Risk / Return Rank
MAGRX
LIVIX
MAGRX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Natural Resources Trust Fund (MAGRX) 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.
| MAGRX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 1.06 | +0.93 |
Sortino ratioReturn per unit of downside risk | 2.51 | 1.58 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.24 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.71 | 1.34 | +1.37 |
Martin ratioReturn relative to average drawdown | 12.28 | 6.36 | +5.92 |
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
| MAGRX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.06 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.52 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.63 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.57 | -0.23 |
Correlation
The correlation between MAGRX and LIVIX is 0.72, 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
MAGRX vs. LIVIX - Dividend Comparison
MAGRX's dividend yield for the trailing twelve months is around 7.26%, more than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAGRX BlackRock Natural Resources Trust Fund | 7.26% | 8.44% | 3.32% | 4.16% | 10.86% | 3.90% | 2.07% | 2.97% | 20.12% | 49.72% | 0.87% | 8.29% |
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
MAGRX vs. LIVIX - Drawdown Comparison
The maximum MAGRX drawdown since its inception was -65.68%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for MAGRX and LIVIX.
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Drawdown Indicators
| MAGRX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.68% | -34.44% | -31.24% |
Max Drawdown (1Y)Largest decline over 1 year | -14.60% | -11.82% | -2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -26.30% | -26.45% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -50.11% | -34.44% | -15.67% |
Current DrawdownCurrent decline from peak | -4.73% | -9.44% | +4.71% |
Average DrawdownAverage peak-to-trough decline | -15.99% | -4.56% | -11.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.49% | +0.73% |
Volatility
MAGRX vs. LIVIX - Volatility Comparison
BlackRock Natural Resources Trust Fund (MAGRX) has a higher volatility of 6.07% compared to BlackRock LifePath Index 2055 Fund (LIVIX) at 5.26%. This indicates that MAGRX'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
| MAGRX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 5.26% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 13.89% | 9.30% | +4.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.83% | 16.87% | +3.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.20% | 15.71% | +5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.62% | 16.64% | +5.98% |