BCRIX vs. WFBIX
Compare and contrast key facts about BlackRock Advantage CoreAlpha Bond Fund (BCRIX) and iShares U.S. Aggregate Bond Index Fund (WFBIX).
BCRIX is managed by BlackRock. It was launched on Feb 28, 2011. WFBIX is managed by BlackRock. It was launched on Jul 2, 1993.
Performance
BCRIX vs. WFBIX - Performance Comparison
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BCRIX vs. WFBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCRIX BlackRock Advantage CoreAlpha Bond Fund | -0.63% | 6.81% | 2.21% | 5.07% | -14.70% | -1.97% | 8.78% | 9.33% | -0.17% | 4.17% |
WFBIX iShares U.S. Aggregate Bond Index Fund | -0.46% | 7.16% | 1.43% | 9.65% | -13.03% | -1.79% | 7.40% | 8.72% | -0.08% | 3.39% |
Returns By Period
In the year-to-date period, BCRIX achieves a -0.63% return, which is significantly lower than WFBIX's -0.46% return. Over the past 10 years, BCRIX has underperformed WFBIX with an annualized return of 1.59%, while WFBIX has yielded a comparatively higher 1.98% annualized return.
BCRIX
- 1D
- 0.47%
- 1M
- -2.38%
- YTD
- -0.63%
- 6M
- 0.33%
- 1Y
- 3.83%
- 3Y*
- 3.47%
- 5Y*
- -0.29%
- 10Y*
- 1.59%
WFBIX
- 1D
- 0.44%
- 1M
- -2.37%
- YTD
- -0.46%
- 6M
- 0.51%
- 1Y
- 3.81%
- 3Y*
- 4.74%
- 5Y*
- 0.97%
- 10Y*
- 1.98%
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BCRIX vs. WFBIX - Expense Ratio Comparison
BCRIX has a 0.28% expense ratio, which is higher than WFBIX's 0.05% expense ratio.
Return for Risk
BCRIX vs. WFBIX — Risk / Return Rank
BCRIX
WFBIX
BCRIX vs. WFBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage CoreAlpha Bond Fund (BCRIX) and iShares U.S. Aggregate Bond Index Fund (WFBIX). 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 | WFBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.97 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.38 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.73 | -0.08 |
Martin ratioReturn relative to average drawdown | 4.87 | 4.89 | -0.01 |
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 | WFBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.97 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.15 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.38 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.94 | -0.51 |
Correlation
The correlation between BCRIX and WFBIX 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. WFBIX - Dividend Comparison
BCRIX's dividend yield for the trailing twelve months is around 4.26%, more than WFBIX's 3.54% 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% |
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.54% | 3.78% | 3.68% | 6.82% | 2.60% | 2.04% | 2.43% | 2.88% | 2.71% | 2.24% | 2.25% | 2.20% |
Drawdowns
BCRIX vs. WFBIX - Drawdown Comparison
The maximum BCRIX drawdown since its inception was -20.21%, which is greater than WFBIX's maximum drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for BCRIX and WFBIX.
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Drawdown Indicators
| BCRIX | WFBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.21% | -18.68% | -1.53% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -2.80% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -20.05% | -17.84% | -2.21% |
Max Drawdown (10Y)Largest decline over 10 years | -20.21% | -18.68% | -1.53% |
Current DrawdownCurrent decline from peak | -4.68% | -2.37% | -2.31% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -2.27% | -1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 0.99% | +0.05% |
Volatility
BCRIX vs. WFBIX - Volatility Comparison
The current volatility for BlackRock Advantage CoreAlpha Bond Fund (BCRIX) is 1.49%, while iShares U.S. Aggregate Bond Index Fund (WFBIX) has a volatility of 1.58%. This indicates that BCRIX experiences smaller price fluctuations and is considered to be less risky than WFBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCRIX | WFBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 1.58% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 2.59% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.55% | 4.42% | +0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.01% | 6.37% | -0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 5.15% | -0.11% |