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 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BCRIX vs. TLT - Performance Comparison
Key characteristics
BCRIX:
0.97
TLT:
-0.04
BCRIX:
1.40
TLT:
0.04
BCRIX:
1.17
TLT:
1.00
BCRIX:
0.28
TLT:
-0.01
BCRIX:
2.43
TLT:
-0.09
BCRIX:
2.07%
TLT:
6.82%
BCRIX:
5.21%
TLT:
13.76%
BCRIX:
-23.04%
TLT:
-48.35%
BCRIX:
-12.81%
TLT:
-41.71%
Returns By Period
In the year-to-date period, BCRIX achieves a 0.63% return, which is significantly lower than TLT's 1.75% return. Over the past 10 years, BCRIX has outperformed TLT with an annualized return of 0.78%, while TLT has yielded a comparatively lower -1.15% annualized return.
BCRIX
0.63%
0.75%
-0.64%
5.15%
-1.51%
0.78%
TLT
1.75%
1.01%
-7.53%
0.03%
-7.42%
-1.15%
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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.
Dividends
BCRIX vs. TLT - Dividend Comparison
BCRIX's dividend yield for the trailing twelve months is around 4.58%, more than TLT's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCRIX BlackRock Advantage CoreAlpha Bond Fund | 4.58% | 4.53% | 3.42% | 2.42% | 2.03% | 2.40% | 3.00% | 3.04% | 2.86% | 2.75% | 2.76% | 2.57% |
TLT iShares 20+ Year Treasury Bond ETF | 4.24% | 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 -23.04%, 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.
Volatility
BCRIX vs. TLT - Volatility Comparison
The current volatility for BlackRock Advantage CoreAlpha Bond Fund (BCRIX) is 1.30%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 3.81%. This indicates that BCRIX experiences smaller price fluctuations and is considered to be less risky than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.