BASIX vs. APFPX
Compare and contrast key facts about BlackRock Strategic Income Opportunities Fund Investor A (BASIX) and Artisan Global Unconstrained Fund (APFPX).
BASIX is an actively managed fund by BlackRock. It was launched on Feb 5, 2008. APFPX is managed by Artisan. It was launched on Mar 30, 2022.
Performance
BASIX vs. APFPX - Performance Comparison
Loading graphics...
BASIX vs. APFPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BASIX BlackRock Strategic Income Opportunities Fund Investor A | -1.10% | 8.31% | 4.94% | 5.98% | -2.13% |
APFPX Artisan Global Unconstrained Fund | 4.02% | 10.21% | 11.33% | 6.67% | 6.73% |
Returns By Period
In the year-to-date period, BASIX achieves a -1.10% return, which is significantly lower than APFPX's 4.02% return.
BASIX
- 1D
- 0.10%
- 1M
- -2.64%
- YTD
- -1.10%
- 6M
- 0.39%
- 1Y
- 5.37%
- 3Y*
- 5.50%
- 5Y*
- 2.30%
- 10Y*
- 3.33%
APFPX
- 1D
- 0.15%
- 1M
- 0.15%
- YTD
- 4.02%
- 6M
- 7.27%
- 1Y
- 12.99%
- 3Y*
- 9.99%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BASIX vs. APFPX - Expense Ratio Comparison
BASIX has a 0.96% expense ratio, which is lower than APFPX's 1.54% expense ratio.
Return for Risk
BASIX vs. APFPX — Risk / Return Rank
BASIX
APFPX
BASIX vs. APFPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Strategic Income Opportunities Fund Investor A (BASIX) and Artisan Global Unconstrained Fund (APFPX). 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.
| BASIX | APFPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 5.02 | -2.88 |
Sortino ratioReturn per unit of downside risk | 3.09 | 7.27 | -4.17 |
Omega ratioGain probability vs. loss probability | 1.42 | 2.27 | -0.86 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 6.23 | -4.09 |
Martin ratioReturn relative to average drawdown | 9.38 | 30.52 | -21.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BASIX | APFPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 5.02 | -2.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.09 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.22 | 3.73 | -2.51 |
Correlation
The correlation between BASIX and APFPX is -0.27. 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.
Dividends
BASIX vs. APFPX - Dividend Comparison
BASIX's dividend yield for the trailing twelve months is around 4.56%, less than APFPX's 4.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BASIX BlackRock Strategic Income Opportunities Fund Investor A | 4.56% | 4.81% | 4.48% | 3.15% | 3.34% | 2.72% | 2.66% | 3.24% | 3.02% | 3.17% | 2.61% | 2.88% |
APFPX Artisan Global Unconstrained Fund | 4.92% | 4.01% | 6.18% | 6.89% | 8.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BASIX vs. APFPX - Drawdown Comparison
The maximum BASIX drawdown since its inception was -18.88%, which is greater than APFPX's maximum drawdown of -2.10%. Use the drawdown chart below to compare losses from any high point for BASIX and APFPX.
Loading graphics...
Drawdown Indicators
| BASIX | APFPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.88% | -2.10% | -16.78% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -1.73% | -1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -9.33% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -9.93% | — | — |
Current DrawdownCurrent decline from peak | -2.64% | 0.00% | -2.64% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -0.25% | -1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.63% | 0.41% | +0.22% |
Volatility
BASIX vs. APFPX - Volatility Comparison
The current volatility for BlackRock Strategic Income Opportunities Fund Investor A (BASIX) is 1.09%, while Artisan Global Unconstrained Fund (APFPX) has a volatility of 1.24%. This indicates that BASIX experiences smaller price fluctuations and is considered to be less risky than APFPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BASIX | APFPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.09% | 1.24% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 1.80% | 1.86% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.72% | 2.64% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.53% | 2.75% | +0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.06% | 2.75% | +0.31% |