BACIX vs. VTCLX
Compare and contrast key facts about BlackRock Energy Opportunities Fund (BACIX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX).
BACIX is managed by BlackRock. It was launched on Feb 15, 2005. VTCLX is managed by BlackRock. It was launched on Sep 6, 1994.
Performance
BACIX vs. VTCLX - Performance Comparison
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BACIX vs. VTCLX - 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% |
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | -6.78% | 17.44% | 23.76% | 26.62% | -19.07% | 26.87% | 21.08% | 31.47% | -4.98% | 22.40% |
Returns By Period
In the year-to-date period, BACIX achieves a 36.34% return, which is significantly higher than VTCLX's -6.78% return. Over the past 10 years, BACIX has underperformed VTCLX with an annualized return of 10.55%, while VTCLX has yielded a comparatively higher 13.66% 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%
VTCLX
- 1D
- -0.40%
- 1M
- -7.66%
- YTD
- -6.78%
- 6M
- -4.38%
- 1Y
- 14.65%
- 3Y*
- 16.84%
- 5Y*
- 10.69%
- 10Y*
- 13.66%
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BACIX vs. VTCLX - Expense Ratio Comparison
BACIX has a 0.91% expense ratio, which is higher than VTCLX's 0.09% expense ratio.
Return for Risk
BACIX vs. VTCLX — Risk / Return Rank
BACIX
VTCLX
BACIX vs. VTCLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACIX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX). 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 | VTCLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 0.84 | +1.06 |
Sortino ratioReturn per unit of downside risk | 2.28 | 1.30 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.20 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | 1.06 | +1.15 |
Martin ratioReturn relative to average drawdown | 7.42 | 5.18 | +2.24 |
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 | VTCLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 0.84 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.63 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.75 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.49 | -0.29 |
Correlation
The correlation between BACIX and VTCLX is 0.60, 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. VTCLX - Dividend Comparison
BACIX's dividend yield for the trailing twelve months is around 2.05%, more than VTCLX's 1.01% 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% |
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 1.01% | 0.93% | 1.04% | 1.24% | 1.47% | 1.04% | 1.32% | 1.52% | 1.83% | 1.57% | 1.76% | 1.69% |
Drawdowns
BACIX vs. VTCLX - Drawdown Comparison
The maximum BACIX drawdown since its inception was -77.81%, which is greater than VTCLX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for BACIX and VTCLX.
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Drawdown Indicators
| BACIX | VTCLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.81% | -55.18% | -22.63% |
Max Drawdown (1Y)Largest decline over 1 year | -17.60% | -12.20% | -5.40% |
Max Drawdown (5Y)Largest decline over 5 years | -25.76% | -24.98% | -0.78% |
Max Drawdown (10Y)Largest decline over 10 years | -65.65% | -34.56% | -31.09% |
Current DrawdownCurrent decline from peak | -0.46% | -8.79% | +8.33% |
Average DrawdownAverage peak-to-trough decline | -32.59% | -7.61% | -24.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.26% | 2.50% | +2.76% |
Volatility
BACIX vs. VTCLX - Volatility Comparison
BlackRock Energy Opportunities Fund (BACIX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) have volatilities of 4.26% and 4.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BACIX | VTCLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 4.33% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.58% | 9.24% | +2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 18.24% | +3.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.61% | 17.19% | +6.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.17% | 18.24% | +8.93% |