BFMCX vs. TAUSX
Compare and contrast key facts about BlackRock Core Bond Portfolio (BFMCX) and John Hancock Investment Grade Bond Fund (TAUSX).
BFMCX is managed by Blackrock. It was launched on Dec 9, 1992. TAUSX is managed by John Hancock. It was launched on Dec 31, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFMCX or TAUSX.
Correlation
The correlation between BFMCX and TAUSX is 0.86, 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
BFMCX vs. TAUSX - Performance Comparison
Key characteristics
BFMCX:
0.71
TAUSX:
0.91
BFMCX:
1.05
TAUSX:
1.32
BFMCX:
1.12
TAUSX:
1.16
BFMCX:
0.23
TAUSX:
0.35
BFMCX:
1.69
TAUSX:
2.32
BFMCX:
2.23%
TAUSX:
2.18%
BFMCX:
5.34%
TAUSX:
5.56%
BFMCX:
-22.25%
TAUSX:
-20.13%
BFMCX:
-12.21%
TAUSX:
-9.02%
Returns By Period
In the year-to-date period, BFMCX achieves a 0.62% return, which is significantly lower than TAUSX's 1.01% return. Over the past 10 years, BFMCX has underperformed TAUSX with an annualized return of 0.90%, while TAUSX has yielded a comparatively higher 1.22% annualized return.
BFMCX
0.62%
0.86%
-1.40%
3.76%
-1.43%
0.90%
TAUSX
1.01%
1.24%
-0.65%
4.71%
-0.79%
1.22%
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BFMCX vs. TAUSX - Expense Ratio Comparison
BFMCX has a 0.44% expense ratio, which is lower than TAUSX's 0.74% expense ratio.
Risk-Adjusted Performance
BFMCX vs. TAUSX — Risk-Adjusted Performance Rank
BFMCX
TAUSX
BFMCX vs. TAUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Core Bond Portfolio (BFMCX) and John Hancock Investment Grade Bond Fund (TAUSX). 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
BFMCX vs. TAUSX - Dividend Comparison
BFMCX's dividend yield for the trailing twelve months is around 3.84%, less than TAUSX's 4.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFMCX BlackRock Core Bond Portfolio | 3.84% | 4.21% | 3.64% | 2.47% | 1.61% | 1.99% | 2.85% | 2.84% | 2.69% | 2.43% | 2.42% | 2.98% |
TAUSX John Hancock Investment Grade Bond Fund | 4.06% | 4.06% | 3.59% | 2.98% | 2.21% | 2.25% | 2.74% | 2.84% | 2.66% | 2.74% | 2.71% | 3.26% |
Drawdowns
BFMCX vs. TAUSX - Drawdown Comparison
The maximum BFMCX drawdown since its inception was -22.25%, which is greater than TAUSX's maximum drawdown of -20.13%. Use the drawdown chart below to compare losses from any high point for BFMCX and TAUSX. For additional features, visit the drawdowns tool.
Volatility
BFMCX vs. TAUSX - Volatility Comparison
BlackRock Core Bond Portfolio (BFMCX) has a higher volatility of 1.38% compared to John Hancock Investment Grade Bond Fund (TAUSX) at 1.24%. This indicates that BFMCX's price experiences larger fluctuations and is considered to be riskier than TAUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.