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BAICX vs. ABNDX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BAICX and ABNDX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.1

Performance

BAICX vs. ABNDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Multi-Asset Income Portfolio (BAICX) and American Funds The Bond Fund of America (ABNDX). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%NovemberDecember2025FebruaryMarchApril
121.48%
44.24%
BAICX
ABNDX

Key characteristics

Sharpe Ratio

BAICX:

1.43

ABNDX:

1.03

Sortino Ratio

BAICX:

2.10

ABNDX:

1.52

Omega Ratio

BAICX:

1.26

ABNDX:

1.18

Calmar Ratio

BAICX:

1.81

ABNDX:

0.34

Martin Ratio

BAICX:

6.80

ABNDX:

2.47

Ulcer Index

BAICX:

1.07%

ABNDX:

2.17%

Daily Std Dev

BAICX:

5.10%

ABNDX:

5.22%

Max Drawdown

BAICX:

-33.29%

ABNDX:

-20.29%

Current Drawdown

BAICX:

-0.93%

ABNDX:

-9.37%

Returns By Period

In the year-to-date period, BAICX achieves a 2.27% return, which is significantly lower than ABNDX's 2.58% return. Over the past 10 years, BAICX has outperformed ABNDX with an annualized return of 3.83%, while ABNDX has yielded a comparatively lower 1.09% annualized return.


BAICX

YTD

2.27%

1M

-0.74%

6M

0.64%

1Y

7.61%

5Y*

6.60%

10Y*

3.83%

ABNDX

YTD

2.58%

1M

-0.35%

6M

-0.70%

1Y

5.46%

5Y*

-0.76%

10Y*

1.09%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BAICX vs. ABNDX - Expense Ratio Comparison

BAICX has a 0.81% expense ratio, which is higher than ABNDX's 0.55% expense ratio.


BAICX
BlackRock Multi-Asset Income Portfolio
Expense ratio chart for BAICX: current value is 0.81%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BAICX: 0.81%
Expense ratio chart for ABNDX: current value is 0.55%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
ABNDX: 0.55%

Risk-Adjusted Performance

BAICX vs. ABNDX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BAICX
The Risk-Adjusted Performance Rank of BAICX is 8888
Overall Rank
The Sharpe Ratio Rank of BAICX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BAICX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of BAICX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of BAICX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of BAICX is 8888
Martin Ratio Rank

ABNDX
The Risk-Adjusted Performance Rank of ABNDX is 7373
Overall Rank
The Sharpe Ratio Rank of ABNDX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of ABNDX is 8181
Sortino Ratio Rank
The Omega Ratio Rank of ABNDX is 8080
Omega Ratio Rank
The Calmar Ratio Rank of ABNDX is 5757
Calmar Ratio Rank
The Martin Ratio Rank of ABNDX is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BAICX vs. ABNDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Multi-Asset Income Portfolio (BAICX) and American Funds The Bond Fund of America (ABNDX). 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.


Sharpe ratio
The chart of Sharpe ratio for BAICX, currently valued at 1.43, compared to the broader market-1.000.001.002.003.004.00
BAICX: 1.43
ABNDX: 1.03
The chart of Sortino ratio for BAICX, currently valued at 2.10, compared to the broader market0.002.004.006.008.0010.00
BAICX: 2.10
ABNDX: 1.52
The chart of Omega ratio for BAICX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.003.50
BAICX: 1.26
ABNDX: 1.18
The chart of Calmar ratio for BAICX, currently valued at 1.81, compared to the broader market0.002.004.006.008.0010.0012.00
BAICX: 1.81
ABNDX: 0.34
The chart of Martin ratio for BAICX, currently valued at 6.80, compared to the broader market0.0020.0040.0060.00
BAICX: 6.80
ABNDX: 2.47

The current BAICX Sharpe Ratio is 1.43, which is higher than the ABNDX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of BAICX and ABNDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
1.43
1.03
BAICX
ABNDX

Dividends

BAICX vs. ABNDX - Dividend Comparison

BAICX's dividend yield for the trailing twelve months is around 5.73%, more than ABNDX's 3.87% yield.


TTM20242023202220212020201920182017201620152014
BAICX
BlackRock Multi-Asset Income Portfolio
5.73%5.83%5.46%4.88%3.97%4.07%4.69%5.27%4.32%4.42%5.10%5.02%
ABNDX
American Funds The Bond Fund of America
3.87%4.29%3.58%2.71%1.45%1.87%2.32%2.39%1.84%1.71%2.01%2.13%

Drawdowns

BAICX vs. ABNDX - Drawdown Comparison

The maximum BAICX drawdown since its inception was -33.29%, which is greater than ABNDX's maximum drawdown of -20.29%. Use the drawdown chart below to compare losses from any high point for BAICX and ABNDX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-0.93%
-9.37%
BAICX
ABNDX

Volatility

BAICX vs. ABNDX - Volatility Comparison

BlackRock Multi-Asset Income Portfolio (BAICX) has a higher volatility of 1.51% compared to American Funds The Bond Fund of America (ABNDX) at 1.21%. This indicates that BAICX's price experiences larger fluctuations and is considered to be riskier than ABNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.20%1.40%1.60%1.80%2.00%2.20%NovemberDecember2025FebruaryMarchApril
1.51%
1.21%
BAICX
ABNDX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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