BCX vs. MPV

In the year-to-date period, BCX achieves a 12.34% return, which is significantly higher than MPV's 5.21% return. Over the past 10 years, BCX has underperformed MPV with an annualized return of 6.97%, while MPV has yielded a comparatively higher 11.30% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Blackrock Resources & Commodities Strategy Trust (BCX) and Barings Participation Investors (MPV). 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.

The current BCX Sharpe Ratio is 0.37, which is lower than the MPV Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of BCX and MPV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BCX's dividend yield for the trailing twelve months is around 7.90%, less than MPV's 8.97% yield.

The maximum BCX drawdown since its inception was -62.36%, which is greater than MPV's maximum drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for BCX and MPV.

The current volatility for Blackrock Resources & Commodities Strategy Trust (BCX) is 3.23%, while Barings Participation Investors (MPV) has a volatility of 3.48%. This indicates that BCX experiences smaller price fluctuations and is considered to be less risky than MPV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.