BFRAX vs. VTTVX
Compare and contrast key facts about BlackRock Floating Rate Income Fund (BFRAX) and Vanguard Target Retirement 2025 Fund (VTTVX).
BFRAX is managed by BlackRock. It was launched on Nov 2, 1989. VTTVX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFRAX or VTTVX.
Correlation
The correlation between BFRAX and VTTVX is 0.28, 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.
Performance
BFRAX vs. VTTVX - Performance Comparison
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Key characteristics
BFRAX:
1.98
VTTVX:
0.42
BFRAX:
3.46
VTTVX:
0.65
BFRAX:
1.70
VTTVX:
1.11
BFRAX:
2.16
VTTVX:
0.26
BFRAX:
10.70
VTTVX:
1.17
BFRAX:
0.56%
VTTVX:
3.94%
BFRAX:
2.99%
VTTVX:
10.06%
BFRAX:
-20.61%
VTTVX:
-46.03%
BFRAX:
0.00%
VTTVX:
-10.99%
Returns By Period
In the year-to-date period, BFRAX achieves a 1.06% return, which is significantly lower than VTTVX's 3.16% return. Over the past 10 years, BFRAX has outperformed VTTVX with an annualized return of 4.30%, while VTTVX has yielded a comparatively lower 3.37% annualized return.
BFRAX
1.06%
2.71%
2.17%
5.88%
6.96%
4.30%
VTTVX
3.16%
5.13%
-2.97%
4.22%
3.42%
3.37%
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BFRAX vs. VTTVX - Expense Ratio Comparison
BFRAX has a 0.90% expense ratio, which is higher than VTTVX's 0.08% expense ratio.
Risk-Adjusted Performance
BFRAX vs. VTTVX — Risk-Adjusted Performance Rank
BFRAX
VTTVX
BFRAX vs. VTTVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Floating Rate Income Fund (BFRAX) and Vanguard Target Retirement 2025 Fund (VTTVX). 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.
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Dividends
BFRAX vs. VTTVX - Dividend Comparison
BFRAX's dividend yield for the trailing twelve months is around 7.42%, which matches VTTVX's 7.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFRAX BlackRock Floating Rate Income Fund | 7.42% | 7.98% | 8.26% | 4.85% | 3.15% | 3.73% | 4.63% | 4.52% | 3.79% | 3.91% | 4.02% | 4.17% |
VTTVX Vanguard Target Retirement 2025 Fund | 7.40% | 7.63% | 3.96% | 2.96% | 16.28% | 4.35% | 2.57% | 3.14% | 2.47% | 2.68% | 4.98% | 2.13% |
Drawdowns
BFRAX vs. VTTVX - Drawdown Comparison
The maximum BFRAX drawdown since its inception was -20.61%, smaller than the maximum VTTVX drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for BFRAX and VTTVX. For additional features, visit the drawdowns tool.
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Volatility
BFRAX vs. VTTVX - Volatility Comparison
The current volatility for BlackRock Floating Rate Income Fund (BFRAX) is 0.79%, while Vanguard Target Retirement 2025 Fund (VTTVX) has a volatility of 2.44%. This indicates that BFRAX experiences smaller price fluctuations and is considered to be less risky than VTTVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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