MALRX vs. LIVIX
MALRX (BlackRock Advantage Large Cap Core Fund) and LIVIX (BlackRock LifePath Index 2055 Fund - Institutional Shares) are both mutual funds - MALRX is a Large Cap Blend Equities fund managed by BlackRock, while LIVIX is a Target Retirement Date fund tracking the LifePath Index 2055 Fund Custom Benchmark. Over the past 10 years, MALRX returned 15.48%/yr vs 11.58%/yr for LIVIX. Their correlation of 0.94 means they have usually moved in the same direction. MALRX charges 0.48%/yr vs 0.14%/yr for LIVIX.
Performance
MALRX vs. LIVIX - Performance Comparison
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Returns By Period
In the year-to-date period, MALRX achieves a 16.12% return, which is significantly higher than LIVIX's 12.53% return. Over the past 10 years, MALRX has outperformed LIVIX with an annualized return of 15.48%, while LIVIX has yielded a comparatively lower 11.58% annualized return.
MALRX
- 1D
- 1.44%
- 1M
- 3.02%
- 6M
- 14.14%
- YTD
- 16.12%
- 1Y
- 29.15%
- 3Y*
- 23.84%
- 5Y*
- 13.65%
- 10Y*
- 15.48%
- ALL TIME*
- 9.37%
LIVIX
- 1D
- 1.10%
- 1M
- 0.81%
- 6M
- 8.95%
- YTD
- 12.53%
- 1Y
- 23.14%
- 3Y*
- 18.26%
- 5Y*
- 9.87%
- 10Y*
- 11.58%
- ALL TIME*
- 10.38%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MALRX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MALRX BlackRock Advantage Large Cap Core Fund | 16.12% | 20.30% | 25.65% | 25.62% | -20.10% | 28.00% | 19.96% | 29.16% | -5.39% | 20.30% |
LIVIX BlackRock LifePath Index 2055 Fund - Institutional Shares | 12.53% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
Correlation
The correlation between MALRX and LIVIX is 0.95 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2011 | 0.94 |
The correlation between MALRX and LIVIX has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.
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Return for Risk
MALRX vs. LIVIX — Risk / Return Rank
MALRX
LIVIX
MALRX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Core Fund (MALRX) and BlackRock LifePath Index 2055 Fund - Institutional Shares (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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MALRX | LIVIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.33 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.64 | 2.65 | +0.99 |
| Martin ratioReturn relative to average drawdown | 17.22 | 11.11 | +6.11 |
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Drawdowns
MALRX vs. LIVIX - Drawdown Comparison
The maximum MALRX drawdown since its inception was -54.29%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for MALRX and LIVIX.
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Drawdown Indicators
| MALRX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.29% | -34.44% | -19.85% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -9.44% | +0.83% |
Max Drawdown (3Y)Largest decline over 3 years | -19.61% | -17.39% | -2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -26.18% | -26.45% | +0.27% |
Max Drawdown (10Y)Largest decline over 10 years | -34.30% | -34.44% | +0.14% |
Current DrawdownCurrent decline from peak | 0.00% | -0.50% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -11.34% | -4.49% | -6.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.25% | -0.43% |
Volatility
MALRX vs. LIVIX - Volatility Comparison
BlackRock Advantage Large Cap Core Fund (MALRX) and BlackRock LifePath Index 2055 Fund - Institutional Shares (LIVIX) have volatilities of 3.98% and 4.04%, 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.
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Volatility by Period
| MALRX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 4.04% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 11.50% | -0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.37% | 13.71% | -0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.49% | 16.02% | +1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 16.70% | +1.68% |
MALRX vs. LIVIX - Expense Ratio Comparison
MALRX has a 0.48% expense ratio, which is higher than LIVIX's 0.14% expense ratio.
Dividends
MALRX vs. LIVIX - Dividend Comparison
MALRX's dividend yield for the trailing twelve months is around 8.35%, more than LIVIX's 2.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund - Institutional Shares | 2.26% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
MALRX BlackRock Advantage Large Cap Core Fund | 8.35% | 8.61% | 14.11% | 0.97% | 6.51% | 19.52% | 4.76% | 4.06% | 10.11% | 36.43% | 6.02% | 3.09% |
Frequently Asked Questions
With a correlation of 0.95, MALRX and LIVIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
LIVIX has higher volatility (4.04%) compared to MALRX (3.98%). In terms of maximum drawdown, MALRX dropped -54.29% vs LIVIX's -34.44%.
MALRX currently has the higher Sharpe Ratio (2.35 vs 1.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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