BCRIX vs. UMMGX
Compare and contrast key facts about BlackRock Advantage CoreAlpha Bond Fund (BCRIX) and Columbia Bond Fund (UMMGX).
BCRIX is managed by BlackRock. It was launched on Feb 28, 2011. UMMGX is managed by Columbia. It was launched on Jan 9, 1986.
Performance
BCRIX vs. UMMGX - Performance Comparison
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BCRIX vs. UMMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCRIX BlackRock Advantage CoreAlpha Bond Fund | -0.51% | 6.81% | 2.21% | 5.07% | -14.70% | -1.97% | 8.78% | 9.33% | -0.17% | 4.17% |
UMMGX Columbia Bond Fund | 0.03% | 8.03% | 2.06% | 6.73% | -15.66% | -0.79% | 9.10% | 9.23% | -0.50% | 3.73% |
Returns By Period
In the year-to-date period, BCRIX achieves a -0.51% return, which is significantly lower than UMMGX's 0.03% return. Over the past 10 years, BCRIX has underperformed UMMGX with an annualized return of 1.60%, while UMMGX has yielded a comparatively higher 2.07% annualized return.
BCRIX
- 1D
- 0.12%
- 1M
- -1.82%
- YTD
- -0.51%
- 6M
- 0.22%
- 1Y
- 3.71%
- 3Y*
- 3.51%
- 5Y*
- -0.32%
- 10Y*
- 1.60%
UMMGX
- 1D
- 0.00%
- 1M
- -1.43%
- YTD
- 0.03%
- 6M
- 0.77%
- 1Y
- 4.54%
- 3Y*
- 4.20%
- 5Y*
- 0.12%
- 10Y*
- 2.07%
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BCRIX vs. UMMGX - Expense Ratio Comparison
BCRIX has a 0.28% expense ratio, which is lower than UMMGX's 0.52% expense ratio.
Return for Risk
BCRIX vs. UMMGX — Risk / Return Rank
BCRIX
UMMGX
BCRIX vs. UMMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage CoreAlpha Bond Fund (BCRIX) and Columbia Bond Fund (UMMGX). 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.
| BCRIX | UMMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.31 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.95 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.09 | -0.60 |
Martin ratioReturn relative to average drawdown | 4.37 | 6.63 | -2.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BCRIX | UMMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.31 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.02 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.40 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.94 | -0.51 |
Correlation
The correlation between BCRIX and UMMGX is 0.93, 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.
Dividends
BCRIX vs. UMMGX - Dividend Comparison
BCRIX's dividend yield for the trailing twelve months is around 4.26%, more than UMMGX's 4.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCRIX BlackRock Advantage CoreAlpha Bond Fund | 4.26% | 4.59% | 4.53% | 3.41% | 1.85% | 2.49% | 6.25% | 3.75% | 3.07% | 2.81% | 3.21% | 2.93% |
UMMGX Columbia Bond Fund | 4.08% | 4.20% | 3.70% | 3.73% | 2.73% | 1.76% | 4.77% | 4.21% | 2.71% | 1.88% | 4.66% | 3.56% |
Drawdowns
BCRIX vs. UMMGX - Drawdown Comparison
The maximum BCRIX drawdown since its inception was -20.21%, roughly equal to the maximum UMMGX drawdown of -20.86%. Use the drawdown chart below to compare losses from any high point for BCRIX and UMMGX.
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Drawdown Indicators
| BCRIX | UMMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.21% | -20.86% | +0.65% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -2.76% | -0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -20.05% | -20.86% | +0.81% |
Max Drawdown (10Y)Largest decline over 10 years | -20.21% | -20.86% | +0.65% |
Current DrawdownCurrent decline from peak | -4.57% | -2.58% | -1.99% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -2.73% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 0.87% | +0.18% |
Volatility
BCRIX vs. UMMGX - Volatility Comparison
BlackRock Advantage CoreAlpha Bond Fund (BCRIX) has a higher volatility of 1.46% compared to Columbia Bond Fund (UMMGX) at 1.05%. This indicates that BCRIX's price experiences larger fluctuations and is considered to be riskier than UMMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCRIX | UMMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | 1.05% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 2.35% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.54% | 4.43% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.01% | 6.31% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 5.18% | -0.14% |