BAICX vs. FOCIX
Compare and contrast key facts about BlackRock Multi-Asset Income Portfolio (BAICX) and Fairholme Focused Income Fund (FOCIX).
BAICX is managed by Blackrock. It was launched on Apr 7, 2008. FOCIX is managed by Fairholme. It was launched on Dec 31, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAICX or FOCIX.
Correlation
The correlation between BAICX and FOCIX is 0.43, 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.
Performance
BAICX vs. FOCIX - Performance Comparison
Key characteristics
BAICX:
1.43
FOCIX:
1.81
BAICX:
2.10
FOCIX:
2.90
BAICX:
1.26
FOCIX:
1.35
BAICX:
1.81
FOCIX:
2.36
BAICX:
6.80
FOCIX:
8.48
BAICX:
1.07%
FOCIX:
1.51%
BAICX:
5.10%
FOCIX:
7.06%
BAICX:
-33.29%
FOCIX:
-22.33%
BAICX:
-0.93%
FOCIX:
-0.69%
Returns By Period
In the year-to-date period, BAICX achieves a 2.27% return, which is significantly lower than FOCIX's 4.06% return. Over the past 10 years, BAICX has underperformed FOCIX with an annualized return of 3.83%, while FOCIX has yielded a comparatively higher 5.89% annualized return.
BAICX
2.27%
-0.74%
0.64%
7.61%
6.60%
3.83%
FOCIX
4.06%
0.07%
9.91%
12.47%
11.30%
5.89%
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BAICX vs. FOCIX - Expense Ratio Comparison
BAICX has a 0.81% expense ratio, which is lower than FOCIX's 1.00% expense ratio.
Risk-Adjusted Performance
BAICX vs. FOCIX — Risk-Adjusted Performance Rank
BAICX
FOCIX
BAICX vs. FOCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Multi-Asset Income Portfolio (BAICX) and Fairholme Focused Income Fund (FOCIX). 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.
Dividends
BAICX vs. FOCIX - Dividend Comparison
BAICX's dividend yield for the trailing twelve months is around 5.73%, more than FOCIX's 1.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FOCIX Fairholme Focused Income Fund | 1.72% | 2.47% | 2.81% | 2.24% | 1.12% | 0.65% | 2.74% | 4.57% | 5.12% | 4.78% | 4.77% | 2.34% |
Drawdowns
BAICX vs. FOCIX - Drawdown Comparison
The maximum BAICX drawdown since its inception was -33.29%, which is greater than FOCIX's maximum drawdown of -22.33%. Use the drawdown chart below to compare losses from any high point for BAICX and FOCIX. For additional features, visit the drawdowns tool.
Volatility
BAICX vs. FOCIX - Volatility Comparison
The current volatility for BlackRock Multi-Asset Income Portfolio (BAICX) is 1.51%, while Fairholme Focused Income Fund (FOCIX) has a volatility of 2.20%. This indicates that BAICX experiences smaller price fluctuations and is considered to be less risky than FOCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.