BAICX vs. PUDZX
Compare and contrast key facts about BlackRock Multi-Asset Income Portfolio (BAICX) and PGIM Real Assets Fund (PUDZX).
BAICX is managed by BlackRock. It was launched on Apr 7, 2008. PUDZX is managed by PGIM. It was launched on Dec 29, 2010.
Performance
BAICX vs. PUDZX - Performance Comparison
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BAICX vs. PUDZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAICX BlackRock Multi-Asset Income Portfolio | -1.72% | 11.53% | 7.19% | 9.24% | -12.42% | 6.61% | 6.34% | 13.61% | -3.78% | 8.79% |
PUDZX PGIM Real Assets Fund | 9.23% | 13.40% | 8.61% | 3.26% | -2.76% | 18.49% | 4.84% | 16.29% | -9.20% | 6.22% |
Returns By Period
In the year-to-date period, BAICX achieves a -1.72% return, which is significantly lower than PUDZX's 9.23% return. Over the past 10 years, BAICX has underperformed PUDZX with an annualized return of 4.85%, while PUDZX has yielded a comparatively higher 6.92% annualized return.
BAICX
- 1D
- 0.19%
- 1M
- -4.81%
- YTD
- -1.72%
- 6M
- -0.05%
- 1Y
- 7.51%
- 3Y*
- 7.55%
- 5Y*
- 3.29%
- 10Y*
- 4.85%
PUDZX
- 1D
- 0.29%
- 1M
- -1.98%
- YTD
- 9.23%
- 6M
- 11.45%
- 1Y
- 18.68%
- 3Y*
- 11.54%
- 5Y*
- 9.22%
- 10Y*
- 6.92%
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BAICX vs. PUDZX - Expense Ratio Comparison
BAICX has a 0.81% expense ratio, which is higher than PUDZX's 0.25% expense ratio.
Return for Risk
BAICX vs. PUDZX — Risk / Return Rank
BAICX
PUDZX
BAICX vs. PUDZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Multi-Asset Income Portfolio (BAICX) and PGIM Real Assets Fund (PUDZX). 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.
| BAICX | PUDZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.98 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.57 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.40 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.35 | -0.74 |
Martin ratioReturn relative to average drawdown | 6.38 | 13.15 | -6.77 |
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
| BAICX | PUDZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.98 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.88 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.72 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.52 | +0.15 |
Correlation
The correlation between BAICX and PUDZX is 0.67, 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
BAICX vs. PUDZX - Dividend Comparison
BAICX's dividend yield for the trailing twelve months is around 5.98%, less than PUDZX's 8.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAICX BlackRock Multi-Asset Income Portfolio | 5.98% | 6.26% | 5.85% | 4.20% | 4.21% | 4.90% | 4.07% | 4.69% | 5.28% | 4.60% | 4.71% | 5.34% |
PUDZX PGIM Real Assets Fund | 8.17% | 8.93% | 6.67% | 3.66% | 9.10% | 13.00% | 4.94% | 3.40% | 2.14% | 2.10% | 1.39% | 1.72% |
Drawdowns
BAICX vs. PUDZX - Drawdown Comparison
The maximum BAICX drawdown since its inception was -33.29%, which is greater than PUDZX's maximum drawdown of -21.53%. Use the drawdown chart below to compare losses from any high point for BAICX and PUDZX.
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Drawdown Indicators
| BAICX | PUDZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.29% | -21.53% | -11.76% |
Max Drawdown (1Y)Largest decline over 1 year | -5.00% | -8.20% | +3.20% |
Max Drawdown (5Y)Largest decline over 5 years | -17.64% | -17.98% | +0.34% |
Max Drawdown (10Y)Largest decline over 10 years | -19.76% | -21.53% | +1.77% |
Current DrawdownCurrent decline from peak | -4.81% | -2.44% | -2.37% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -5.31% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 1.47% | -0.21% |
Volatility
BAICX vs. PUDZX - Volatility Comparison
The current volatility for BlackRock Multi-Asset Income Portfolio (BAICX) is 2.26%, while PGIM Real Assets Fund (PUDZX) has a volatility of 2.60%. This indicates that BAICX experiences smaller price fluctuations and is considered to be less risky than PUDZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAICX | PUDZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.26% | 2.60% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 6.24% | -2.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.19% | 9.70% | -3.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.16% | 10.58% | -4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.99% | 9.70% | -3.71% |