BCX vs. BRIIX
BCX (Blackrock Resources & Commodities Strategy Trust) and BRIIX (Baron Real Estate Income Fund) are both mutual funds - BCX is a Natural Resources fund managed by BlackRock, while BRIIX is a REIT fund managed by Baron Capital. Over the past 5 years, BCX returned 12.91%/yr vs 5.24%/yr for BRIIX. Their 0.42 correlation means their historical movements had little consistent relationship. BCX charges 1.10%/yr vs 1.08%/yr for BRIIX.
Performance
BCX vs. BRIIX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with BCX having a 14.22% return and BRIIX slightly higher at 14.38%.
BCX
- 1D
- 1.86%
- 1M
- 5.78%
- 6M
- -0.02%
- YTD
- 14.22%
- 1Y
- 37.51%
- 3Y*
- 15.78%
- 5Y*
- 12.91%
- 10Y*
- 11.96%
- ALL TIME*
- 4.54%
BRIIX
- 1D
- -1.52%
- 1M
- -0.15%
- 6M
- 13.19%
- YTD
- 14.38%
- 1Y
- 19.89%
- 3Y*
- 13.30%
- 5Y*
- 5.24%
- 10Y*
- —
- ALL TIME*
- 9.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.17M | $1.87M | $2.36M | |
| $0.00 | $0.00 | $0.00 |
BCX vs. BRIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCX Blackrock Resources & Commodities Strategy Trust | 14.22% | 40.37% | 3.18% | -4.79% | 12.80% | 32.90% | 0.04% | 23.80% | -22.55% | 1.56% |
BRIIX Baron Real Estate Income Fund | 14.38% | 3.73% | 17.32% | 15.52% | -27.49% | 29.29% | 22.32% | 36.54% | -11.02% | 0.00% |
Correlation
The correlation between BCX and BRIIX is 0.23, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.23 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.39 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 2017 | 0.42 |
The correlation between BCX and BRIIX shifts across timeframes, from 0.23 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BCX vs. BRIIX — Risk / Return Rank
BCX
BRIIX
BCX vs. BRIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Resources & Commodities Strategy Trust (BCX) and Baron Real Estate Income Fund (BRIIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCX | BRIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.49 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 2.37 | -0.45 |
| Martin ratioReturn relative to average drawdown | 4.76 | 8.41 | -3.65 |
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Drawdowns
BCX vs. BRIIX - Drawdown Comparison
The maximum BCX drawdown since its inception was -62.36%, which is greater than BRIIX's maximum drawdown of -37.06%. Use the drawdown chart below to compare losses from any high point for BCX and BRIIX.
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Drawdown Indicators
| BCX | BRIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.36% | -37.06% | -25.30% |
Max Drawdown (1Y)Largest decline over 1 year | -18.85% | -7.61% | -11.24% |
Max Drawdown (3Y)Largest decline over 3 years | -18.85% | -17.53% | -1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -29.22% | -32.86% | +3.64% |
Max Drawdown (10Y)Largest decline over 10 years | -59.23% | — | — |
Current DrawdownCurrent decline from peak | -9.08% | -1.77% | -7.31% |
Average DrawdownAverage peak-to-trough decline | -19.57% | -8.45% | -11.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.57% | 2.14% | +5.43% |
Volatility
BCX vs. BRIIX - Volatility Comparison
Blackrock Resources & Commodities Strategy Trust (BCX) has a higher volatility of 4.74% compared to Baron Real Estate Income Fund (BRIIX) at 4.43%. This indicates that BCX's price experiences larger fluctuations and is considered to be riskier than BRIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCX | BRIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 4.43% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 17.00% | 10.66% | +6.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.99% | 13.84% | +6.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.41% | 18.41% | +3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.58% | 20.54% | +3.04% |
BCX vs. BRIIX - Expense Ratio Comparison
BCX has a 1.10% expense ratio, which is higher than BRIIX's 1.08% expense ratio.
Dividends
BCX vs. BRIIX - Dividend Comparison
BCX's dividend yield for the trailing twelve months is around 6.94%, more than BRIIX's 1.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCX Blackrock Resources & Commodities Strategy Trust | 6.94% | 7.62% | 7.49% | 7.00% | 5.52% | 5.13% | 7.10% | 7.67% | 8.77% | 6.19% | 6.98% | 11.38% |
BRIIX Baron Real Estate Income Fund | 1.41% | 1.70% | 1.39% | 1.95% | 2.00% | 1.21% | 0.77% | 1.12% | 3.03% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BCX and BRIIX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BCX has higher volatility (4.74%) compared to BRIIX (4.43%). In terms of maximum drawdown, BCX dropped -62.36% vs BRIIX's -37.06%.
BCX currently has the higher Sharpe Ratio (1.81 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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