ACSNX vs. BSIIX
Compare and contrast key facts about American Century Short Duration Fund (ACSNX) and BlackRock Strategic Income Opportunities Fund Class I (BSIIX).
ACSNX is managed by American Century Investments. It was launched on Nov 30, 2006. BSIIX is managed by Blackrock. It was launched on Feb 5, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACSNX or BSIIX.
Key characteristics
| ACSNX | BSIIX | |
|---|---|---|
| YTD Return | 4.35% | 4.92% |
| 1Y Return | 6.48% | 9.77% |
| 3Y Return (Ann) | 1.32% | 1.29% |
| 5Y Return (Ann) | 1.96% | 2.62% |
| 10Y Return (Ann) | 1.89% | 2.49% |
| Sharpe Ratio | 2.78 | 2.84 |
| Sortino Ratio | 4.93 | 4.46 |
| Omega Ratio | 1.67 | 1.57 |
| Calmar Ratio | 2.40 | 1.68 |
| Martin Ratio | 17.19 | 14.89 |
| Ulcer Index | 0.38% | 0.66% |
| Daily Std Dev | 2.33% | 3.43% |
| Max Drawdown | -6.32% | -18.76% |
| Current Drawdown | -0.63% | -1.16% |
Correlation
The correlation between ACSNX and BSIIX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ACSNX vs. BSIIX - Performance Comparison
In the year-to-date period, ACSNX achieves a 4.35% return, which is significantly lower than BSIIX's 4.92% return. Over the past 10 years, ACSNX has underperformed BSIIX with an annualized return of 1.89%, while BSIIX has yielded a comparatively higher 2.49% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ACSNX vs. BSIIX - Expense Ratio Comparison
ACSNX has a 0.57% expense ratio, which is lower than BSIIX's 0.69% expense ratio.
Risk-Adjusted Performance
ACSNX vs. BSIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Short Duration Fund (ACSNX) and BlackRock Strategic Income Opportunities Fund Class I (BSIIX). 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.
Dividends
ACSNX vs. BSIIX - Dividend Comparison
ACSNX's dividend yield for the trailing twelve months is around 4.50%, less than BSIIX's 4.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACSNX American Century Short Duration Fund | 4.50% | 4.23% | 2.17% | 1.61% | 1.52% | 2.57% | 2.52% | 1.93% | 1.63% | 1.73% | 1.82% | 1.22% |
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.64% | 4.43% | 3.22% | 2.29% | 2.69% | 3.39% | 3.31% | 3.47% | 2.92% | 2.24% | 2.44% | 2.63% |
Drawdowns
ACSNX vs. BSIIX - Drawdown Comparison
The maximum ACSNX drawdown since its inception was -6.32%, smaller than the maximum BSIIX drawdown of -18.76%. Use the drawdown chart below to compare losses from any high point for ACSNX and BSIIX. For additional features, visit the drawdowns tool.
Volatility
ACSNX vs. BSIIX - Volatility Comparison
The current volatility for American Century Short Duration Fund (ACSNX) is 0.52%, while BlackRock Strategic Income Opportunities Fund Class I (BSIIX) has a volatility of 0.84%. This indicates that ACSNX experiences smaller price fluctuations and is considered to be less risky than BSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.