BDHIX vs. EFIPX
Compare and contrast key facts about BlackRock Dynamic High Income Portfolio (BDHIX) and Fidelity Advisor Limited Term Bond Fund Class I (EFIPX).
BDHIX is managed by BlackRock. It was launched on Nov 2, 2014. EFIPX is managed by Fidelity. It was launched on Feb 2, 1984.
Performance
BDHIX vs. EFIPX - Performance Comparison
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BDHIX vs. EFIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDHIX BlackRock Dynamic High Income Portfolio | -3.42% | 12.27% | 10.76% | 13.87% | -18.20% | 10.44% | 4.52% | 20.05% | -6.91% | 14.53% |
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | -0.40% | 6.70% | 4.34% | 6.01% | -6.35% | -1.41% | 5.13% | 6.00% | 0.68% | 1.84% |
Returns By Period
In the year-to-date period, BDHIX achieves a -3.42% return, which is significantly lower than EFIPX's -0.40% return. Over the past 10 years, BDHIX has outperformed EFIPX with an annualized return of 6.12%, while EFIPX has yielded a comparatively lower 2.25% annualized return.
BDHIX
- 1D
- 0.00%
- 1M
- -6.15%
- YTD
- -3.42%
- 6M
- -1.49%
- 1Y
- 8.04%
- 3Y*
- 9.55%
- 5Y*
- 3.79%
- 10Y*
- 6.12%
EFIPX
- 1D
- 0.17%
- 1M
- -1.37%
- YTD
- -0.40%
- 6M
- 0.86%
- 1Y
- 4.20%
- 3Y*
- 4.87%
- 5Y*
- 1.90%
- 10Y*
- 2.25%
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BDHIX vs. EFIPX - Expense Ratio Comparison
BDHIX has a 0.65% expense ratio, which is higher than EFIPX's 0.50% expense ratio.
Return for Risk
BDHIX vs. EFIPX — Risk / Return Rank
BDHIX
EFIPX
BDHIX vs. EFIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Dynamic High Income Portfolio (BDHIX) and Fidelity Advisor Limited Term Bond Fund Class I (EFIPX). 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.
| BDHIX | EFIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.95 | -0.93 |
Sortino ratioReturn per unit of downside risk | 1.43 | 3.13 | -1.70 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.40 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.96 | -1.80 |
Martin ratioReturn relative to average drawdown | 4.99 | 11.82 | -6.82 |
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
| BDHIX | EFIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.95 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.69 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.94 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 1.18 | -0.61 |
Correlation
The correlation between BDHIX and EFIPX is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BDHIX vs. EFIPX - Dividend Comparison
BDHIX's dividend yield for the trailing twelve months is around 7.40%, more than EFIPX's 3.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDHIX BlackRock Dynamic High Income Portfolio | 7.40% | 7.54% | 7.62% | 5.96% | 5.17% | 6.58% | 5.20% | 5.68% | 7.40% | 6.14% | 6.33% | 7.19% |
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | 3.70% | 3.93% | 2.81% | 2.15% | 1.20% | 1.21% | 2.35% | 2.41% | 2.26% | 1.74% | 1.82% | 1.55% |
Drawdowns
BDHIX vs. EFIPX - Drawdown Comparison
The maximum BDHIX drawdown since its inception was -29.13%, which is greater than EFIPX's maximum drawdown of -13.33%. Use the drawdown chart below to compare losses from any high point for BDHIX and EFIPX.
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Drawdown Indicators
| BDHIX | EFIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.13% | -13.33% | -15.80% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -1.63% | -5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -23.55% | -9.76% | -13.79% |
Max Drawdown (10Y)Largest decline over 10 years | -29.13% | -9.96% | -19.17% |
Current DrawdownCurrent decline from peak | -6.15% | -1.37% | -4.78% |
Average DrawdownAverage peak-to-trough decline | -4.84% | -1.91% | -2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 0.41% | +1.24% |
Volatility
BDHIX vs. EFIPX - Volatility Comparison
BlackRock Dynamic High Income Portfolio (BDHIX) has a higher volatility of 2.97% compared to Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) at 0.81%. This indicates that BDHIX's price experiences larger fluctuations and is considered to be riskier than EFIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDHIX | EFIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 0.81% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 5.06% | 1.48% | +3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.95% | 2.34% | +6.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.82% | 2.76% | +6.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.11% | 2.41% | +6.70% |