BACAX vs. VGELX
BACAX (BlackRock Energy Opportunities Fund) and VGELX (Vanguard Energy Fund Admiral Shares) are both Energy Equities funds. Over the past 10 years, BACAX returned 9.16%/yr vs 9.86%/yr for VGELX. Their 0.96 correlation means they have historically moved very closely together. BACAX charges 1.32%/yr vs 0.33%/yr for VGELX.
Performance
BACAX vs. VGELX - Performance Comparison
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Returns By Period
In the year-to-date period, BACAX achieves a 32.81% return, which is significantly higher than VGELX's 22.90% return. Over the past 10 years, BACAX has underperformed VGELX with an annualized return of 9.16%, while VGELX has yielded a comparatively higher 9.86% annualized return.
BACAX
- 1D
- 1.10%
- 1M
- 10.86%
- 6M
- 18.00%
- YTD
- 32.81%
- 1Y
- 41.22%
- 3Y*
- 15.06%
- 5Y*
- 21.36%
- 10Y*
- 9.16%
- ALL TIME*
- 5.61%
VGELX
- 1D
- 0.65%
- 1M
- 5.58%
- 6M
- 13.69%
- YTD
- 22.90%
- 1Y
- 32.82%
- 3Y*
- 25.70%
- 5Y*
- 23.85%
- 10Y*
- 9.86%
- ALL TIME*
- 9.06%
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 |
BACAX vs. VGELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BACAX BlackRock Energy Opportunities Fund | 32.81% | 10.53% | 3.78% | 2.61% | 43.02% | 42.93% | -29.68% | 12.64% | -19.98% | 2.07% |
VGELX Vanguard Energy Fund Admiral Shares | 22.90% | 20.76% | 30.46% | 8.87% | 23.70% | 27.80% | -30.80% | 13.32% | -17.12% | 3.31% |
Correlation
The correlation between BACAX and VGELX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2005 | 0.96 |
The correlation between BACAX and VGELX shifts across timeframes, from 0.85 (3 years) to 0.96 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BACAX vs. VGELX — Risk / Return Rank
BACAX
VGELX
BACAX vs. VGELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACAX) and Vanguard Energy Fund Admiral Shares (VGELX). 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.
| BACAX | VGELX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.43 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 3.71 | -0.76 |
| Martin ratioReturn relative to average drawdown | 8.75 | 12.36 | -3.61 |
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Drawdowns
BACAX vs. VGELX - Drawdown Comparison
The maximum BACAX drawdown since its inception was -78.88%, which is greater than VGELX's maximum drawdown of -65.22%. Use the drawdown chart below to compare losses from any high point for BACAX and VGELX.
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Drawdown Indicators
| BACAX | VGELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.88% | -65.22% | -13.66% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -8.75% | -4.61% |
Max Drawdown (3Y)Largest decline over 3 years | -18.73% | -12.30% | -6.43% |
Max Drawdown (5Y)Largest decline over 5 years | -25.74% | -19.72% | -6.02% |
Max Drawdown (10Y)Largest decline over 10 years | -65.92% | -61.13% | -4.79% |
Current DrawdownCurrent decline from peak | -3.02% | -1.99% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -34.08% | -19.05% | -15.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 2.62% | +1.88% |
Volatility
BACAX vs. VGELX - Volatility Comparison
BlackRock Energy Opportunities Fund (BACAX) has a higher volatility of 5.88% compared to Vanguard Energy Fund Admiral Shares (VGELX) at 4.88%. This indicates that BACAX's price experiences larger fluctuations and is considered to be riskier than VGELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BACAX | VGELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.88% | 4.88% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 14.84% | 10.80% | +4.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 12.98% | +5.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.37% | 18.68% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.16% | 23.08% | +4.08% |
BACAX vs. VGELX - Expense Ratio Comparison
BACAX has a 1.32% expense ratio, which is higher than VGELX's 0.33% expense ratio.
Dividends
BACAX vs. VGELX - Dividend Comparison
BACAX's dividend yield for the trailing twelve months is around 1.77%, less than VGELX's 7.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BACAX BlackRock Energy Opportunities Fund | 1.77% | 2.47% | 2.29% | 3.06% | 2.21% | 2.39% | 3.38% | 2.69% | 2.87% | 2.48% | 1.95% | 1.98% |
VGELX Vanguard Energy Fund Admiral Shares | 7.03% | 4.79% | 34.15% | 6.91% | 4.71% | 3.70% | 4.54% | 3.38% | 3.07% | 3.05% | 1.91% | 2.70% |
Frequently Asked Questions
BACAX and VGELX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BACAX has higher volatility (5.88%) compared to VGELX (4.88%). In terms of maximum drawdown, BACAX dropped -78.88% vs VGELX's -65.22%.
VGELX currently has the higher Sharpe Ratio (2.51 vs 2.19), 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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