BCRIX vs. TLT
Compare and contrast key facts about BlackRock Advantage CoreAlpha Bond Fund (BCRIX) and iShares 20+ Year Treasury Bond ETF (TLT).
BCRIX is managed by Blackrock. It was launched on Feb 28, 2011. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCRIX or TLT.
Correlation
The correlation between BCRIX and TLT is -0.40. 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.
Performance
BCRIX vs. TLT - Performance Comparison
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Key characteristics
BCRIX:
6.21%
TLT:
14.43%
BCRIX:
-0.58%
TLT:
-48.35%
BCRIX:
-0.46%
TLT:
-42.09%
Returns By Period
BCRIX
N/A
N/A
N/A
N/A
N/A
N/A
TLT
1.08%
0.55%
-3.86%
0.64%
-9.55%
-0.57%
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BCRIX vs. TLT - Expense Ratio Comparison
BCRIX has a 0.28% expense ratio, which is higher than TLT's 0.15% expense ratio.
Risk-Adjusted Performance
BCRIX vs. TLT — Risk-Adjusted Performance Rank
BCRIX
TLT
BCRIX vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage CoreAlpha Bond Fund (BCRIX) and iShares 20+ Year Treasury Bond ETF (TLT). 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.
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Dividends
BCRIX vs. TLT - Dividend Comparison
BCRIX's dividend yield for the trailing twelve months is around 4.31%, which matches TLT's 4.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCRIX BlackRock Advantage CoreAlpha Bond Fund | 4.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TLT iShares 20+ Year Treasury Bond ETF | 4.35% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
BCRIX vs. TLT - Drawdown Comparison
The maximum BCRIX drawdown since its inception was -0.58%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for BCRIX and TLT. For additional features, visit the drawdowns tool.
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Volatility
BCRIX vs. TLT - Volatility Comparison
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