BGR vs. BCX
Compare and contrast key facts about BlackRock Energy and Resources Trust (BGR) and Blackrock Resources & Commodities Strategy Trust (BCX).
BCX is managed by BlackRock. It was launched on Mar 30, 2011.
Performance
BGR vs. BCX - Performance Comparison
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BGR vs. BCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 30.31% | 17.34% | 8.07% | 5.73% | 38.90% | 40.25% | -34.78% | 23.32% | -21.21% | 5.18% |
BCX Blackrock Resources & Commodities Strategy Trust | 11.61% | 40.37% | 3.18% | -4.79% | 12.80% | 32.90% | 0.04% | 23.80% | -22.55% | 26.76% |
Returns By Period
In the year-to-date period, BGR achieves a 30.31% return, which is significantly higher than BCX's 11.61% return. Over the past 10 years, BGR has underperformed BCX with an annualized return of 10.42%, while BCX has yielded a comparatively higher 13.07% annualized return.
BGR
- 1D
- -0.23%
- 1M
- 10.56%
- YTD
- 30.31%
- 6M
- 32.87%
- 1Y
- 38.88%
- 3Y*
- 21.06%
- 5Y*
- 21.67%
- 10Y*
- 10.42%
BCX
- 1D
- 1.43%
- 1M
- -10.63%
- YTD
- 11.61%
- 6M
- 22.97%
- 1Y
- 40.12%
- 3Y*
- 16.55%
- 5Y*
- 13.53%
- 10Y*
- 13.07%
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Return for Risk
BGR vs. BCX — Risk / Return Rank
BGR
BCX
BGR vs. BCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy and Resources Trust (BGR) and Blackrock Resources & Commodities Strategy Trust (BCX). 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.
| BGR | BCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 1.92 | -0.12 |
Sortino ratioReturn per unit of downside risk | 2.17 | 2.36 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.36 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 2.47 | -0.20 |
Martin ratioReturn relative to average drawdown | 9.15 | 9.32 | -0.17 |
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
| BGR | BCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.92 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.96 | 0.64 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.56 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.20 | +0.03 |
Correlation
The correlation between BGR and BCX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BGR vs. BCX - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 6.75%, less than BCX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 6.75% | 8.62% | 6.66% | 6.22% | 4.62% | 4.75% | 9.26% | 7.84% | 8.91% | 6.57% | 6.90% | 11.93% |
BCX Blackrock Resources & Commodities Strategy Trust | 6.94% | 7.62% | 7.49% | 7.00% | 5.52% | 5.13% | 7.10% | 7.67% | 8.77% | 6.19% | 6.98% | 11.38% |
Drawdowns
BGR vs. BCX - Drawdown Comparison
The maximum BGR drawdown since its inception was -72.74%, which is greater than BCX's maximum drawdown of -62.36%. Use the drawdown chart below to compare losses from any high point for BGR and BCX.
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Drawdown Indicators
| BGR | BCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.74% | -62.36% | -10.38% |
Max Drawdown (1Y)Largest decline over 1 year | -17.31% | -16.17% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.81% | -29.22% | +4.41% |
Max Drawdown (10Y)Largest decline over 10 years | -66.16% | -59.23% | -6.93% |
Current DrawdownCurrent decline from peak | -0.46% | -11.16% | +10.70% |
Average DrawdownAverage peak-to-trough decline | -20.36% | -19.76% | -0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.29% | 4.29% | 0.00% |
Volatility
BGR vs. BCX - Volatility Comparison
The current volatility for BlackRock Energy and Resources Trust (BGR) is 5.86%, while Blackrock Resources & Commodities Strategy Trust (BCX) has a volatility of 8.00%. This indicates that BGR experiences smaller price fluctuations and is considered to be less risky than BCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGR | BCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.86% | 8.00% | -2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 14.46% | 15.73% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.68% | 21.00% | +0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.66% | 21.40% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.79% | 23.54% | +3.25% |