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MAILX vs. LIVIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MAILX vs. LIVIX - Performance Comparison

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

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MAILX vs. LIVIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MAILX
BlackRock International Fund of BlackRock Series, Inc.
-4.47%15.60%0.46%19.67%-24.24%9.32%21.82%31.77%-21.45%31.87%
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

The year-to-date returns for both investments are quite close, with MAILX having a -4.47% return and LIVIX slightly higher at -4.27%. Over the past 10 years, MAILX has underperformed LIVIX with an annualized return of 6.75%, while LIVIX has yielded a comparatively higher 10.44% annualized return.


MAILX

1D
-0.14%
1M
-12.16%
YTD
-4.47%
6M
-0.55%
1Y
9.26%
3Y*
6.50%
5Y*
0.18%
10Y*
6.75%

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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MAILX vs. LIVIX - Expense Ratio Comparison

MAILX has a 0.65% expense ratio, which is higher than LIVIX's 0.10% expense ratio.


Return for Risk

MAILX vs. LIVIX — Risk / Return Rank

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

MAILX
MAILX Risk / Return Rank: 1919
Overall Rank
MAILX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
MAILX Sortino Ratio Rank: 1818
Sortino Ratio Rank
MAILX Omega Ratio Rank: 1818
Omega Ratio Rank
MAILX Calmar Ratio Rank: 1919
Calmar Ratio Rank
MAILX Martin Ratio Rank: 2020
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.

MAILX vs. LIVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock International Fund of BlackRock Series, Inc. (MAILX) 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.


MAILXLIVIXDifference

Sharpe ratio

Return per unit of total volatility

0.51

1.06

-0.56

Sortino ratio

Return per unit of downside risk

0.78

1.58

-0.80

Omega ratio

Gain probability vs. loss probability

1.11

1.24

-0.13

Calmar ratio

Return relative to maximum drawdown

0.57

1.34

-0.77

Martin ratio

Return relative to average drawdown

2.14

6.36

-4.21

MAILX vs. LIVIX - Sharpe Ratio Comparison

The current MAILX Sharpe Ratio is 0.51, which is lower than the LIVIX Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of MAILX 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


MAILXLIVIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

1.06

-0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.52

-0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.63

-0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.57

-0.36

Correlation

The correlation between MAILX and LIVIX is 0.89, 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

MAILX vs. LIVIX - Dividend Comparison

MAILX's dividend yield for the trailing twelve months is around 1.88%, less than LIVIX's 2.59% yield.


TTM20252024202320222021202020192018201720162015
MAILX
BlackRock International Fund of BlackRock Series, Inc.
1.88%1.79%0.90%1.08%1.13%7.30%0.33%1.11%1.83%1.39%1.62%0.65%
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

MAILX vs. LIVIX - Drawdown Comparison

The maximum MAILX drawdown since its inception was -59.57%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for MAILX and LIVIX.


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Drawdown Indicators


MAILXLIVIXDifference

Max Drawdown

Largest peak-to-trough decline

-59.57%

-34.44%

-25.13%

Max Drawdown (1Y)

Largest decline over 1 year

-12.34%

-11.82%

-0.52%

Max Drawdown (5Y)

Largest decline over 5 years

-41.68%

-26.45%

-15.23%

Max Drawdown (10Y)

Largest decline over 10 years

-41.68%

-34.44%

-7.24%

Current Drawdown

Current decline from peak

-12.34%

-9.44%

-2.90%

Average Drawdown

Average peak-to-trough decline

-16.22%

-4.56%

-11.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

2.49%

+0.77%

Volatility

MAILX vs. LIVIX - Volatility Comparison

BlackRock International Fund of BlackRock Series, Inc. (MAILX) has a higher volatility of 7.08% compared to BlackRock LifePath Index 2055 Fund (LIVIX) at 5.26%. This indicates that MAILX'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


MAILXLIVIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.08%

5.26%

+1.82%

Volatility (6M)

Calculated over the trailing 6-month period

10.89%

9.30%

+1.59%

Volatility (1Y)

Calculated over the trailing 1-year period

16.54%

16.87%

-0.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.64%

15.71%

+1.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.27%

16.64%

+1.63%