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BAMBX vs. QRPRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BAMBX vs. QRPRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Systematic Multi-Strategy Fund (BAMBX) and AQR Alternative Risk Premia R6 (QRPRX). The values are adjusted to include any dividend payments, if applicable.

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BAMBX vs. QRPRX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BAMBX
BlackRock Systematic Multi-Strategy Fund
0.97%4.59%6.61%6.19%-3.23%5.84%3.34%8.25%2.62%
QRPRX
AQR Alternative Risk Premia R6
8.62%23.57%18.88%7.30%25.46%14.33%-20.91%-2.94%-4.35%

Returns By Period

In the year-to-date period, BAMBX achieves a 0.97% return, which is significantly lower than QRPRX's 8.62% return.


BAMBX

1D
0.48%
1M
-3.15%
YTD
0.97%
6M
2.65%
1Y
2.75%
3Y*
6.24%
5Y*
3.91%
10Y*
4.43%

QRPRX

1D
0.00%
1M
-0.73%
YTD
8.62%
6M
13.50%
1Y
20.23%
3Y*
20.10%
5Y*
17.68%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BAMBX vs. QRPRX - Expense Ratio Comparison

BAMBX has a 1.20% expense ratio, which is lower than QRPRX's 4.94% expense ratio.


Return for Risk

BAMBX vs. QRPRX — Risk / Return Rank

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

BAMBX
BAMBX Risk / Return Rank: 3030
Overall Rank
BAMBX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
BAMBX Sortino Ratio Rank: 3131
Sortino Ratio Rank
BAMBX Omega Ratio Rank: 2424
Omega Ratio Rank
BAMBX Calmar Ratio Rank: 3333
Calmar Ratio Rank
BAMBX Martin Ratio Rank: 3030
Martin Ratio Rank

QRPRX
QRPRX Risk / Return Rank: 8181
Overall Rank
QRPRX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
QRPRX Sortino Ratio Rank: 8585
Sortino Ratio Rank
QRPRX Omega Ratio Rank: 8787
Omega Ratio Rank
QRPRX Calmar Ratio Rank: 7979
Calmar Ratio Rank
QRPRX Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAMBX vs. QRPRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Systematic Multi-Strategy Fund (BAMBX) and AQR Alternative Risk Premia R6 (QRPRX). 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.


BAMBXQRPRXDifference

Sharpe ratio

Return per unit of total volatility

0.76

1.84

-1.08

Sortino ratio

Return per unit of downside risk

1.12

2.27

-1.15

Omega ratio

Gain probability vs. loss probability

1.14

1.37

-0.24

Calmar ratio

Return relative to maximum drawdown

0.93

1.90

-0.97

Martin ratio

Return relative to average drawdown

3.30

6.42

-3.12

BAMBX vs. QRPRX - Sharpe Ratio Comparison

The current BAMBX Sharpe Ratio is 0.76, which is lower than the QRPRX Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of BAMBX and QRPRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BAMBXQRPRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.76

1.84

-1.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.10

1.51

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.25

Sharpe Ratio (All Time)

Calculated using the full available price history

1.35

0.75

+0.60

Correlation

The correlation between BAMBX and QRPRX is 0.11, 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.


Dividends

BAMBX vs. QRPRX - Dividend Comparison

BAMBX's dividend yield for the trailing twelve months is around 1.95%, more than QRPRX's 1.39% yield.


TTM2025202420232022202120202019201820172016
BAMBX
BlackRock Systematic Multi-Strategy Fund
1.95%1.97%3.86%4.13%4.70%2.39%1.09%3.73%8.70%3.81%4.82%
QRPRX
AQR Alternative Risk Premia R6
1.39%1.51%2.33%4.60%0.00%4.16%1.97%1.00%0.09%0.00%0.00%

Drawdowns

BAMBX vs. QRPRX - Drawdown Comparison

The maximum BAMBX drawdown since its inception was -8.84%, smaller than the maximum QRPRX drawdown of -28.21%. Use the drawdown chart below to compare losses from any high point for BAMBX and QRPRX.


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Drawdown Indicators


BAMBXQRPRXDifference

Max Drawdown

Largest peak-to-trough decline

-8.84%

-28.21%

+19.37%

Max Drawdown (1Y)

Largest decline over 1 year

-3.61%

-11.02%

+7.41%

Max Drawdown (5Y)

Largest decline over 5 years

-6.66%

-11.24%

+4.58%

Max Drawdown (10Y)

Largest decline over 10 years

-8.84%

Current Drawdown

Current decline from peak

-3.15%

-0.86%

-2.29%

Average Drawdown

Average peak-to-trough decline

-1.21%

-7.69%

+6.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.01%

3.25%

-2.24%

Volatility

BAMBX vs. QRPRX - Volatility Comparison

The current volatility for BlackRock Systematic Multi-Strategy Fund (BAMBX) is 1.49%, while AQR Alternative Risk Premia R6 (QRPRX) has a volatility of 2.56%. This indicates that BAMBX experiences smaller price fluctuations and is considered to be less risky than QRPRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BAMBXQRPRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.49%

2.56%

-1.07%

Volatility (6M)

Calculated over the trailing 6-month period

2.83%

6.46%

-3.63%

Volatility (1Y)

Calculated over the trailing 1-year period

4.02%

11.41%

-7.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.56%

11.76%

-8.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.54%

10.38%

-6.84%