BDHIX vs. BX
Compare and contrast key facts about BlackRock Dynamic High Income Portfolio (BDHIX) and The Blackstone Group Inc. (BX).
BDHIX is managed by Blackrock. It was launched on Nov 2, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDHIX or BX.
Key characteristics
| BDHIX | BX | |
|---|---|---|
| YTD Return | 4.48% | -2.39% |
| 1Y Return | 14.24% | 56.26% |
| 3Y Return (Ann) | 1.15% | 17.13% |
| 5Y Return (Ann) | 4.17% | 30.31% |
| Sharpe Ratio | 2.26 | 1.86 |
| Daily Std Dev | 6.30% | 30.54% |
| Max Drawdown | -29.14% | -87.65% |
| Current Drawdown | -1.88% | -6.99% |
Correlation
The correlation between BDHIX and BX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BDHIX vs. BX - Performance Comparison
In the year-to-date period, BDHIX achieves a 4.48% return, which is significantly higher than BX's -2.39% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BDHIX vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Dynamic High Income Portfolio (BDHIX) and The Blackstone Group Inc. (BX). 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
BDHIX vs. BX - Dividend Comparison
BDHIX's dividend yield for the trailing twelve months is around 6.74%, more than BX's 2.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDHIX BlackRock Dynamic High Income Portfolio | 6.74% | 6.46% | 5.74% | 6.93% | 5.16% | 5.61% | 7.45% | 6.15% | 6.33% | 7.21% | 0.76% | 0.00% |
BX The Blackstone Group Inc. | 2.67% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.63% | 3.67% |
Drawdowns
BDHIX vs. BX - Drawdown Comparison
The maximum BDHIX drawdown since its inception was -29.14%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for BDHIX and BX. For additional features, visit the drawdowns tool.
Volatility
BDHIX vs. BX - Volatility Comparison
The current volatility for BlackRock Dynamic High Income Portfolio (BDHIX) is 1.37%, while The Blackstone Group Inc. (BX) has a volatility of 8.41%. This indicates that BDHIX experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.