BAICX vs. NEFRX
Compare and contrast key facts about BlackRock Multi-Asset Income Portfolio (BAICX) and Loomis Sayles Core Plus Bond Fund (NEFRX).
BAICX is managed by Blackrock. It was launched on Apr 7, 2008. NEFRX is managed by Natixis Funds. It was launched on Nov 7, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAICX or NEFRX.
Correlation
The correlation between BAICX and NEFRX is 0.19, 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.
Performance
BAICX vs. NEFRX - Performance Comparison
Key characteristics
BAICX:
1.43
NEFRX:
0.84
BAICX:
2.10
NEFRX:
1.23
BAICX:
1.26
NEFRX:
1.15
BAICX:
1.81
NEFRX:
0.33
BAICX:
6.80
NEFRX:
1.98
BAICX:
1.07%
NEFRX:
2.35%
BAICX:
5.10%
NEFRX:
5.51%
BAICX:
-33.29%
NEFRX:
-20.25%
BAICX:
-0.93%
NEFRX:
-8.05%
Returns By Period
In the year-to-date period, BAICX achieves a 2.27% return, which is significantly lower than NEFRX's 2.88% return. Over the past 10 years, BAICX has outperformed NEFRX with an annualized return of 3.83%, while NEFRX has yielded a comparatively lower 1.52% annualized return.
BAICX
2.27%
-0.74%
0.64%
7.61%
6.60%
3.83%
NEFRX
2.88%
-0.26%
-0.92%
4.73%
-0.16%
1.52%
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BAICX vs. NEFRX - Expense Ratio Comparison
BAICX has a 0.81% expense ratio, which is higher than NEFRX's 0.71% expense ratio.
Risk-Adjusted Performance
BAICX vs. NEFRX — Risk-Adjusted Performance Rank
BAICX
NEFRX
BAICX vs. NEFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Multi-Asset Income Portfolio (BAICX) and Loomis Sayles Core Plus Bond Fund (NEFRX). 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. NEFRX - Dividend Comparison
BAICX's dividend yield for the trailing twelve months is around 5.73%, more than NEFRX's 3.55% 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% |
NEFRX Loomis Sayles Core Plus Bond Fund | 3.55% | 3.92% | 3.59% | 3.09% | 2.14% | 2.04% | 2.52% | 2.88% | 2.68% | 3.18% | 2.59% | 3.26% |
Drawdowns
BAICX vs. NEFRX - Drawdown Comparison
The maximum BAICX drawdown since its inception was -33.29%, which is greater than NEFRX's maximum drawdown of -20.25%. Use the drawdown chart below to compare losses from any high point for BAICX and NEFRX. For additional features, visit the drawdowns tool.
Volatility
BAICX vs. NEFRX - Volatility Comparison
BlackRock Multi-Asset Income Portfolio (BAICX) has a higher volatility of 1.51% compared to Loomis Sayles Core Plus Bond Fund (NEFRX) at 1.24%. This indicates that BAICX's price experiences larger fluctuations and is considered to be riskier than NEFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.