BACAX vs. XLE
Compare and contrast key facts about BlackRock Energy Opportunities Fund (BACAX) and Energy Select Sector SPDR Fund (XLE).
BACAX is managed by Blackrock. It was launched on Feb 16, 2005. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BACAX or XLE.
Correlation
The correlation between BACAX and XLE 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. XLE - Performance Comparison
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Key characteristics
BACAX:
6.69%
XLE:
25.12%
BACAX:
0.00%
XLE:
-71.54%
BACAX:
0.00%
XLE:
-13.88%
Returns By Period
BACAX
N/A
N/A
N/A
N/A
N/A
N/A
XLE
-3.02%
4.49%
-10.65%
-9.26%
22.13%
4.30%
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BACAX vs. XLE - Expense Ratio Comparison
BACAX has a 1.32% expense ratio, which is higher than XLE's 0.13% expense ratio.
Risk-Adjusted Performance
BACAX vs. XLE — Risk-Adjusted Performance Rank
BACAX
XLE
BACAX vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACAX) and Energy Select Sector SPDR Fund (XLE). 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. XLE - Dividend Comparison
BACAX's dividend yield for the trailing twelve months is around 2.33%, less than XLE's 3.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XLE Energy Select Sector SPDR Fund | 3.47% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% |
Drawdowns
BACAX vs. XLE - Drawdown Comparison
The maximum BACAX drawdown since its inception was 0.00%, smaller than the maximum XLE drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for BACAX and XLE. For additional features, visit the drawdowns tool.
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Volatility
BACAX vs. XLE - Volatility Comparison
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