BACIX vs. OEPIX
Compare and contrast key facts about BlackRock Energy Opportunities Fund (BACIX) and Oil Equipment & Services UltraSector ProFund (OEPIX).
BACIX is managed by BlackRock. It was launched on Feb 15, 2005. OEPIX is managed by ProFunds. It was launched on Jun 4, 2006.
Performance
BACIX vs. OEPIX - Performance Comparison
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BACIX vs. OEPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BACIX BlackRock Energy Opportunities Fund | 36.34% | 11.03% | 4.23% | 2.97% | 43.64% | 43.50% | -29.38% | 13.04% | -19.55% | 2.47% |
OEPIX Oil Equipment & Services UltraSector ProFund | 65.25% | -1.85% | -15.41% | -3.76% | 88.50% | 14.90% | -91.88% | -4.45% | -58.58% | -22.70% |
Returns By Period
In the year-to-date period, BACIX achieves a 36.34% return, which is significantly lower than OEPIX's 65.25% return. Over the past 10 years, BACIX has outperformed OEPIX with an annualized return of 10.55%, while OEPIX has yielded a comparatively lower -20.24% annualized return.
BACIX
- 1D
- -0.46%
- 1M
- 10.35%
- YTD
- 36.34%
- 6M
- 39.26%
- 1Y
- 39.36%
- 3Y*
- 18.93%
- 5Y*
- 22.91%
- 10Y*
- 10.55%
OEPIX
- 1D
- -4.86%
- 1M
- 3.27%
- YTD
- 65.25%
- 6M
- 96.48%
- 1Y
- 90.65%
- 3Y*
- 15.75%
- 5Y*
- 17.42%
- 10Y*
- -20.24%
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BACIX vs. OEPIX - Expense Ratio Comparison
BACIX has a 0.91% expense ratio, which is lower than OEPIX's 1.65% expense ratio.
Return for Risk
BACIX vs. OEPIX — Risk / Return Rank
BACIX
OEPIX
BACIX vs. OEPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACIX) and Oil Equipment & Services UltraSector ProFund (OEPIX). 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.
| BACIX | OEPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 1.52 | +0.38 |
Sortino ratioReturn per unit of downside risk | 2.28 | 1.97 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.29 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | 2.18 | +0.04 |
Martin ratioReturn relative to average drawdown | 7.42 | 5.61 | +1.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BACIX | OEPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 1.52 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.30 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | -0.30 | +0.69 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | -0.25 | +0.45 |
Correlation
The correlation between BACIX and OEPIX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BACIX vs. OEPIX - Dividend Comparison
BACIX's dividend yield for the trailing twelve months is around 2.05%, more than OEPIX's 0.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BACIX BlackRock Energy Opportunities Fund | 2.05% | 2.79% | 2.63% | 3.39% | 2.49% | 2.67% | 3.66% | 3.06% | 3.43% | 2.76% | 2.38% | 2.51% |
OEPIX Oil Equipment & Services UltraSector ProFund | 0.53% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 2.56% | 2.36% | 0.05% | 0.00% |
Drawdowns
BACIX vs. OEPIX - Drawdown Comparison
The maximum BACIX drawdown since its inception was -77.81%, smaller than the maximum OEPIX drawdown of -99.30%. Use the drawdown chart below to compare losses from any high point for BACIX and OEPIX.
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Drawdown Indicators
| BACIX | OEPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.81% | -99.30% | +21.49% |
Max Drawdown (1Y)Largest decline over 1 year | -17.60% | -39.36% | +21.76% |
Max Drawdown (5Y)Largest decline over 5 years | -25.76% | -65.50% | +39.74% |
Max Drawdown (10Y)Largest decline over 10 years | -65.65% | -97.79% | +32.14% |
Current DrawdownCurrent decline from peak | -0.46% | -97.86% | +97.40% |
Average DrawdownAverage peak-to-trough decline | -32.59% | -71.84% | +39.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.26% | 15.28% | -10.02% |
Volatility
BACIX vs. OEPIX - Volatility Comparison
The current volatility for BlackRock Energy Opportunities Fund (BACIX) is 4.26%, while Oil Equipment & Services UltraSector ProFund (OEPIX) has a volatility of 11.57%. This indicates that BACIX experiences smaller price fluctuations and is considered to be less risky than OEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BACIX | OEPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 11.57% | -7.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.58% | 33.14% | -21.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 60.15% | -38.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.61% | 57.70% | -34.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.17% | 66.61% | -39.44% |