BDMIX vs. GURIX
BDMIX (BlackRock Global Equity Market Neutral Fund Class I) and GURIX (Guggenheim Risk Managed Real Estate Fund) are both mutual funds - BDMIX is a Equity Market Neutral fund managed by BlackRock, while GURIX is a REIT fund managed by BlackRock. Over the past 10 years, BDMIX returned 8.48%/yr vs 7.29%/yr for GURIX. Their 0.02 correlation means their historical movements had little consistent relationship. BDMIX charges 1.34%/yr vs 1.10%/yr for GURIX.
Performance
BDMIX vs. GURIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BDMIX achieves a 12.04% return, which is significantly lower than GURIX's 18.39% return. Over the past 10 years, BDMIX has outperformed GURIX with an annualized return of 8.48%, while GURIX has yielded a comparatively lower 7.29% annualized return.
BDMIX
- 1D
- 1.13%
- 1M
- 1.65%
- 6M
- 10.90%
- YTD
- 12.04%
- 1Y
- 23.58%
- 3Y*
- 20.48%
- 5Y*
- 13.14%
- 10Y*
- 8.48%
- ALL TIME*
- 6.87%
GURIX
- 1D
- -1.15%
- 1M
- 0.96%
- 6M
- 15.05%
- YTD
- 18.39%
- 1Y
- 21.92%
- 3Y*
- 10.44%
- 5Y*
- 4.15%
- 10Y*
- 7.29%
- ALL TIME*
- 7.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BDMIX vs. GURIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDMIX BlackRock Global Equity Market Neutral Fund Class I | 12.04% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.85% |
GURIX Guggenheim Risk Managed Real Estate Fund | 18.39% | 2.04% | 4.96% | 13.01% | -23.81% | 42.07% | 1.76% | 25.54% | -3.97% | 10.22% |
Correlation
The correlation between BDMIX and GURIX is -0.12, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.12 |
Correlation (3Y) Balances recent behavior with more history. | -0.07 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.03 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.02 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.02 |
The correlation between BDMIX and GURIX shifts across timeframes, from -0.12 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BDMIX vs. GURIX — Risk / Return Rank
BDMIX
GURIX
BDMIX vs. GURIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Equity Market Neutral Fund Class I (BDMIX) and Guggenheim Risk Managed Real Estate Fund (GURIX). 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.
| BDMIX | GURIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.76 | ||
| Sortino ratioReturn per unit of downside risk | +2.61 | ||
| Omega ratioGain probability vs. loss probability | 1.61 | 1.26 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 7.38 | 2.43 | +4.96 |
| Martin ratioReturn relative to average drawdown | 19.61 | 8.47 | +11.13 |
Loading charts...
Drawdowns
BDMIX vs. GURIX - Drawdown Comparison
The maximum BDMIX drawdown since its inception was -11.89%, smaller than the maximum GURIX drawdown of -33.32%. Use the drawdown chart below to compare losses from any high point for BDMIX and GURIX.
Loading charts...
Drawdown Indicators
| BDMIX | GURIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.89% | -33.32% | +21.43% |
Max Drawdown (1Y)Largest decline over 1 year | -3.24% | -8.07% | +4.83% |
Max Drawdown (3Y)Largest decline over 3 years | -4.07% | -16.62% | +12.55% |
Max Drawdown (5Y)Largest decline over 5 years | -5.23% | -30.30% | +25.07% |
Max Drawdown (10Y)Largest decline over 10 years | -9.44% | -33.32% | +23.88% |
Current DrawdownCurrent decline from peak | -1.06% | -2.18% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -2.67% | -7.81% | +5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 2.32% | -1.10% |
Volatility
BDMIX vs. GURIX - Volatility Comparison
The current volatility for BlackRock Global Equity Market Neutral Fund Class I (BDMIX) is 2.53%, while Guggenheim Risk Managed Real Estate Fund (GURIX) has a volatility of 4.34%. This indicates that BDMIX experiences smaller price fluctuations and is considered to be less risky than GURIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BDMIX | GURIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.53% | 4.34% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 5.37% | 10.40% | -5.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.39% | 13.35% | -5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.68% | 17.28% | -10.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.90% | 18.07% | -12.17% |
BDMIX vs. GURIX - Expense Ratio Comparison
BDMIX has a 1.34% expense ratio, which is higher than GURIX's 1.10% expense ratio.
Dividends
BDMIX vs. GURIX - Dividend Comparison
BDMIX's dividend yield for the trailing twelve months is around 11.55%, more than GURIX's 2.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDMIX BlackRock Global Equity Market Neutral Fund Class I | 11.55% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
GURIX Guggenheim Risk Managed Real Estate Fund | 2.02% | 2.40% | 5.18% | 3.07% | 6.79% | 5.60% | 7.81% | 6.25% | 3.05% | 5.37% | 4.52% | 16.81% |
Frequently Asked Questions
BDMIX and GURIX have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GURIX has higher volatility (4.34%) compared to BDMIX (2.53%). In terms of maximum drawdown, BDMIX dropped -11.89% vs GURIX's -33.32%.
BDMIX currently has the higher Sharpe Ratio (3.24 vs 1.48), 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.
Find the right allocation for BDMIX and GURIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer