BGRAX vs. VFIFX

In the year-to-date period, BGRAX achieves a 2.34% return, which is significantly higher than VFIFX's 1.65% return.

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BGRAX has a 2.20% expense ratio, which is higher than VFIFX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Equity Absolute Return Fund (BGRAX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.

The current BGRAX Sharpe Ratio is 0.62, which is comparable to the VFIFX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of BGRAX and VFIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGRAX has not paid dividends to shareholders, while VFIFX's dividend yield for the trailing twelve months is around 2.16%.

The maximum BGRAX drawdown since its inception was -15.99%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for BGRAX and VFIFX. For additional features, visit the drawdowns tool.

The current volatility for BlackRock Global Equity Absolute Return Fund (BGRAX) is 0.00%, while Vanguard Target Retirement 2050 Fund (VFIFX) has a volatility of 8.03%. This indicates that BGRAX experiences smaller price fluctuations and is considered to be less risky than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.