BAMPX vs. VWIAX

The year-to-date returns for both investments are quite close, with BAMPX having a 2.77% return and VWIAX slightly higher at 2.86%. Over the past 10 years, BAMPX has underperformed VWIAX with an annualized return of 2.89%, while VWIAX has yielded a comparatively higher 5.41% annualized return.

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BAMPX has a 0.61% expense ratio, which is higher than VWIAX's 0.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Inv A (BAMPX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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.

The current BAMPX Sharpe Ratio is 0.91, which is comparable to the VWIAX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of BAMPX and VWIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BAMPX's dividend yield for the trailing twelve months is around 3.03%, less than VWIAX's 6.64% yield.

The maximum BAMPX drawdown since its inception was -41.88%, which is greater than VWIAX's maximum drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for BAMPX and VWIAX.

BlackRock 40/60 Target Allocation Inv A (BAMPX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX) have volatilities of 2.06% and 2.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.