BACIX vs. PAXDX
Compare and contrast key facts about BlackRock Energy Opportunities Fund (BACIX) and Pax Global Sustainable Infrastructure Fund (PAXDX).
BACIX is managed by BlackRock. It was launched on Feb 15, 2005. PAXDX is managed by Pax World. It was launched on Dec 15, 2016.
Performance
BACIX vs. PAXDX - Performance Comparison
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BACIX vs. PAXDX - 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% |
PAXDX Pax Global Sustainable Infrastructure Fund | 5.11% | 18.37% | -1.55% | 9.33% | -13.45% | 14.24% | 14.25% | 25.88% | -4.25% | 19.24% |
Returns By Period
In the year-to-date period, BACIX achieves a 36.34% return, which is significantly higher than PAXDX's 5.11% 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%
PAXDX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 5.11%
- 6M
- 4.86%
- 1Y
- 15.85%
- 3Y*
- 8.60%
- 5Y*
- 4.21%
- 10Y*
- —
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BACIX vs. PAXDX - Expense Ratio Comparison
BACIX has a 0.91% expense ratio, which is higher than PAXDX's 0.83% expense ratio.
Return for Risk
BACIX vs. PAXDX — Risk / Return Rank
BACIX
PAXDX
BACIX vs. PAXDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACIX) and Pax Global Sustainable Infrastructure Fund (PAXDX). 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 | PAXDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 1.42 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.28 | 1.98 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.31 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | 1.95 | +0.26 |
Martin ratioReturn relative to average drawdown | 7.42 | 9.47 | -2.05 |
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 | PAXDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 1.42 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.32 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.52 | -0.32 |
Correlation
The correlation between BACIX and PAXDX 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.
Dividends
BACIX vs. PAXDX - Dividend Comparison
BACIX's dividend yield for the trailing twelve months is around 2.05%, which matches PAXDX's 2.06% 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% |
PAXDX Pax Global Sustainable Infrastructure Fund | 2.06% | 2.17% | 2.07% | 2.43% | 2.48% | 58.94% | 2.88% | 4.69% | 3.55% | 2.13% | 0.12% | 0.00% |
Drawdowns
BACIX vs. PAXDX - Drawdown Comparison
The maximum BACIX drawdown since its inception was -77.81%, which is greater than PAXDX's maximum drawdown of -33.58%. Use the drawdown chart below to compare losses from any high point for BACIX and PAXDX.
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Drawdown Indicators
| BACIX | PAXDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.81% | -33.58% | -44.23% |
Max Drawdown (1Y)Largest decline over 1 year | -17.60% | -8.05% | -9.55% |
Max Drawdown (5Y)Largest decline over 5 years | -25.76% | -25.04% | -0.72% |
Max Drawdown (10Y)Largest decline over 10 years | -65.65% | — | — |
Current DrawdownCurrent decline from peak | -0.46% | -0.74% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -32.59% | -5.34% | -27.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.26% | 1.66% | +3.60% |
Volatility
BACIX vs. PAXDX - Volatility Comparison
BlackRock Energy Opportunities Fund (BACIX) has a higher volatility of 4.26% compared to Pax Global Sustainable Infrastructure Fund (PAXDX) at 0.00%. This indicates that BACIX's price experiences larger fluctuations and is considered to be riskier than PAXDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BACIX | PAXDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 0.00% | +4.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.58% | 5.36% | +6.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 11.81% | +9.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.61% | 13.30% | +10.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.17% | 16.65% | +10.52% |