BAICX vs. LSSAX
Compare and contrast key facts about BlackRock Multi-Asset Income Portfolio (BAICX) and Loomis Sayles Securitized Asset Fund (LSSAX).
BAICX is managed by Blackrock. It was launched on Apr 7, 2008. LSSAX is managed by Loomis Sayles Funds. It was launched on Mar 2, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAICX or LSSAX.
Correlation
The correlation between BAICX and LSSAX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BAICX vs. LSSAX - Performance Comparison
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Key characteristics
BAICX:
1.16
LSSAX:
1.31
BAICX:
1.72
LSSAX:
2.00
BAICX:
1.24
LSSAX:
1.23
BAICX:
1.32
LSSAX:
0.85
BAICX:
5.38
LSSAX:
4.45
BAICX:
1.40%
LSSAX:
1.58%
BAICX:
6.28%
LSSAX:
5.32%
BAICX:
-33.29%
LSSAX:
-16.39%
BAICX:
-0.81%
LSSAX:
-2.03%
Returns By Period
The year-to-date returns for both stocks are quite close, with BAICX having a 2.39% return and LSSAX slightly lower at 2.32%. Over the past 10 years, BAICX has outperformed LSSAX with an annualized return of 3.86%, while LSSAX has yielded a comparatively lower 2.22% annualized return.
BAICX
2.39%
4.00%
1.07%
7.22%
5.22%
3.86%
LSSAX
2.32%
-0.00%
2.17%
7.31%
1.01%
2.22%
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BAICX vs. LSSAX - Expense Ratio Comparison
BAICX has a 0.81% expense ratio, which is higher than LSSAX's 0.00% expense ratio.
Risk-Adjusted Performance
BAICX vs. LSSAX — Risk-Adjusted Performance Rank
BAICX
LSSAX
BAICX vs. LSSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Multi-Asset Income Portfolio (BAICX) and Loomis Sayles Securitized Asset Fund (LSSAX). 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.
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Dividends
BAICX vs. LSSAX - Dividend Comparison
BAICX's dividend yield for the trailing twelve months is around 5.79%, more than LSSAX's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAICX BlackRock Multi-Asset Income Portfolio | 5.79% | 5.83% | 5.46% | 4.88% | 3.97% | 4.07% | 4.69% | 5.27% | 4.32% | 4.42% | 5.10% | 5.02% |
LSSAX Loomis Sayles Securitized Asset Fund | 4.03% | 4.55% | 5.65% | 6.48% | 6.40% | 5.96% | 5.50% | 5.63% | 5.41% | 5.13% | 5.21% | 4.95% |
Drawdowns
BAICX vs. LSSAX - Drawdown Comparison
The maximum BAICX drawdown since its inception was -33.29%, which is greater than LSSAX's maximum drawdown of -16.39%. Use the drawdown chart below to compare losses from any high point for BAICX and LSSAX. For additional features, visit the drawdowns tool.
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Volatility
BAICX vs. LSSAX - Volatility Comparison
BlackRock Multi-Asset Income Portfolio (BAICX) has a higher volatility of 2.02% compared to Loomis Sayles Securitized Asset Fund (LSSAX) at 1.72%. This indicates that BAICX's price experiences larger fluctuations and is considered to be riskier than LSSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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