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BACAX vs. IXC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BACAX vs. IXC

Last updated May 12, 2025

Compare and contrast key facts about BlackRock Energy Opportunities Fund (BACAX) and iShares Global Energy ETF (IXC).

BACAX is managed by Blackrock. It was launched on Feb 16, 2005. IXC is a passively managed fund by iShares that tracks the performance of the S&P Global Energy Sector Index. It was launched on Nov 16, 2001.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BACAX or IXC.

Correlation

The correlation between BACAX and IXC is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

BACAX vs. IXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Energy Opportunities Fund (BACAX) and iShares Global Energy ETF (IXC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BACAX:

6.69%

IXC:

10.22%

Max Drawdown

BACAX:

0.00%

IXC:

-0.08%

Current Drawdown

BACAX:

0.00%

IXC:

0.00%

Returns By Period

BACAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

IXC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BACAX vs. IXC - Expense Ratio Comparison

BACAX has a 1.32% expense ratio, which is higher than IXC's 0.46% expense ratio.

BACAX
BlackRock Energy Opportunities Fund
IXC
iShares Global Energy ETF

Risk-Adjusted Performance

BACAX vs. IXC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BACAX
The Risk-Adjusted Performance Rank of BACAX is 55
Overall Rank
The Sharpe Ratio Rank of BACAX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of BACAX is 66
Sortino Ratio Rank
The Omega Ratio Rank of BACAX is 66
Omega Ratio Rank
The Calmar Ratio Rank of BACAX is 88
Calmar Ratio Rank
The Martin Ratio Rank of BACAX is 11
Martin Ratio Rank
IXC
The Risk-Adjusted Performance Rank of IXC is 55
Overall Rank
The Sharpe Ratio Rank of IXC is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of IXC is 88
Sortino Ratio Rank
The Omega Ratio Rank of IXC is 77
Omega Ratio Rank
The Calmar Ratio Rank of IXC is 33
Calmar Ratio Rank
The Martin Ratio Rank of IXC is 22
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BACAX vs. IXC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACAX) and iShares Global Energy ETF (IXC). 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.

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Dividends

BACAX vs. IXC - Dividend Comparison

BACAX's dividend yield for the trailing twelve months is around 2.33%, less than IXC's 4.58% yield.

TTM20242023202220212020201920182017201620152014
BACAX
BlackRock Energy Opportunities Fund		2.33%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IXC
iShares Global Energy ETF		4.58%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BACAX vs. IXC - Drawdown Comparison

The maximum BACAX drawdown since its inception was 0.00%, smaller than the maximum IXC drawdown of -0.08%. Use the drawdown chart below to compare losses from any high point for BACAX and IXC. For additional features, visit the drawdowns tool.

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Volatility

BACAX vs. IXC - Volatility Comparison

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