BDSIX vs. ^SP500TR
Compare and contrast key facts about BlackRock Advantage Small Cap Core Fund (BDSIX) and S&P 500 Total Return (^SP500TR).
BDSIX is managed by Blackrock. It was launched on Mar 14, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDSIX or ^SP500TR.
Correlation
The correlation between BDSIX and ^SP500TR is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BDSIX vs. ^SP500TR - Performance Comparison
Key characteristics
BDSIX:
0.93
^SP500TR:
1.97
BDSIX:
1.44
^SP500TR:
2.64
BDSIX:
1.17
^SP500TR:
1.36
BDSIX:
0.85
^SP500TR:
2.98
BDSIX:
4.50
^SP500TR:
12.34
BDSIX:
4.13%
^SP500TR:
2.04%
BDSIX:
19.79%
^SP500TR:
12.79%
BDSIX:
-43.36%
^SP500TR:
-55.25%
BDSIX:
-7.60%
^SP500TR:
0.00%
Returns By Period
In the year-to-date period, BDSIX achieves a 3.75% return, which is significantly lower than ^SP500TR's 4.11% return. Over the past 10 years, BDSIX has underperformed ^SP500TR with an annualized return of 6.17%, while ^SP500TR has yielded a comparatively higher 13.35% annualized return.
BDSIX
3.75%
0.47%
7.95%
15.01%
4.74%
6.17%
^SP500TR
4.11%
2.06%
10.80%
23.79%
14.47%
13.35%
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Risk-Adjusted Performance
BDSIX vs. ^SP500TR — Risk-Adjusted Performance Rank
BDSIX
^SP500TR
BDSIX vs. ^SP500TR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Core Fund (BDSIX) and S&P 500 Total Return (^SP500TR). 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.
Drawdowns
BDSIX vs. ^SP500TR - Drawdown Comparison
The maximum BDSIX drawdown since its inception was -43.36%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BDSIX and ^SP500TR. For additional features, visit the drawdowns tool.
Volatility
BDSIX vs. ^SP500TR - Volatility Comparison
BlackRock Advantage Small Cap Core Fund (BDSIX) has a higher volatility of 4.37% compared to S&P 500 Total Return (^SP500TR) at 3.21%. This indicates that BDSIX's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.