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BICSX vs. VFAIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BICSX vs. VFAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Commodity Strategies Portfolio (BICSX) and Vanguard Financials Index Fund Admiral Shares (VFAIX). The values are adjusted to include any dividend payments, if applicable.

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BICSX vs. VFAIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BICSX
BlackRock Commodity Strategies Portfolio
19.23%28.70%4.38%-4.32%11.90%22.44%6.80%11.60%-14.50%8.28%
VFAIX
Vanguard Financials Index Fund Admiral Shares
-11.11%14.90%30.46%14.07%-12.26%36.27%-2.15%31.63%-13.47%20.05%

Returns By Period

In the year-to-date period, BICSX achieves a 19.23% return, which is significantly higher than VFAIX's -11.11% return. Over the past 10 years, BICSX has underperformed VFAIX with an annualized return of 10.38%, while VFAIX has yielded a comparatively higher 12.12% annualized return.


BICSX

1D
0.24%
1M
0.65%
YTD
19.23%
6M
26.56%
1Y
40.74%
3Y*
16.08%
5Y*
14.24%
10Y*
10.38%

VFAIX

1D
1.06%
1M
-5.57%
YTD
-11.11%
6M
-9.20%
1Y
0.51%
3Y*
17.09%
5Y*
9.31%
10Y*
12.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BICSX vs. VFAIX - Expense Ratio Comparison

BICSX has a 0.72% expense ratio, which is higher than VFAIX's 0.10% expense ratio.


Return for Risk

BICSX vs. VFAIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BICSX
BICSX Risk / Return Rank: 9696
Overall Rank
BICSX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
BICSX Sortino Ratio Rank: 9595
Sortino Ratio Rank
BICSX Omega Ratio Rank: 9393
Omega Ratio Rank
BICSX Calmar Ratio Rank: 9797
Calmar Ratio Rank
BICSX Martin Ratio Rank: 9898
Martin Ratio Rank

VFAIX
VFAIX Risk / Return Rank: 77
Overall Rank
VFAIX Sharpe Ratio Rank: 77
Sharpe Ratio Rank
VFAIX Sortino Ratio Rank: 77
Sortino Ratio Rank
VFAIX Omega Ratio Rank: 77
Omega Ratio Rank
VFAIX Calmar Ratio Rank: 66
Calmar Ratio Rank
VFAIX Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BICSX vs. VFAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Commodity Strategies Portfolio (BICSX) and Vanguard Financials Index Fund Admiral Shares (VFAIX). 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.


BICSXVFAIXDifference

Sharpe ratio

Return per unit of total volatility

2.54

0.08

+2.46

Sortino ratio

Return per unit of downside risk

3.22

0.25

+2.97

Omega ratio

Gain probability vs. loss probability

1.46

1.04

+0.42

Calmar ratio

Return relative to maximum drawdown

3.87

-0.02

+3.89

Martin ratio

Return relative to average drawdown

19.67

-0.07

+19.75

BICSX vs. VFAIX - Sharpe Ratio Comparison

The current BICSX Sharpe Ratio is 2.54, which is higher than the VFAIX Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of BICSX and VFAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BICSXVFAIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.54

0.08

+2.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

0.48

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

0.54

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.22

+0.06

Correlation

The correlation between BICSX and VFAIX is 0.46, 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

BICSX vs. VFAIX - Dividend Comparison

BICSX's dividend yield for the trailing twelve months is around 2.59%, more than VFAIX's 1.64% yield.


TTM20252024202320222021202020192018201720162015
BICSX
BlackRock Commodity Strategies Portfolio
2.59%3.09%3.60%9.39%9.05%2.68%0.80%2.03%2.12%0.65%0.94%0.00%
VFAIX
Vanguard Financials Index Fund Admiral Shares
1.64%1.56%1.75%2.08%2.31%2.62%2.21%2.17%2.30%1.54%1.64%2.00%

Drawdowns

BICSX vs. VFAIX - Drawdown Comparison

The maximum BICSX drawdown since its inception was -51.59%, smaller than the maximum VFAIX drawdown of -78.64%. Use the drawdown chart below to compare losses from any high point for BICSX and VFAIX.


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Drawdown Indicators


BICSXVFAIXDifference

Max Drawdown

Largest peak-to-trough decline

-51.59%

-78.64%

+27.05%

Max Drawdown (1Y)

Largest decline over 1 year

-10.53%

-14.72%

+4.19%

Max Drawdown (5Y)

Largest decline over 5 years

-22.35%

-25.71%

+3.36%

Max Drawdown (10Y)

Largest decline over 10 years

-35.82%

-44.37%

+8.55%

Current Drawdown

Current decline from peak

-1.36%

-13.82%

+12.46%

Average Drawdown

Average peak-to-trough decline

-20.75%

-18.69%

-2.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

4.86%

-2.79%

Volatility

BICSX vs. VFAIX - Volatility Comparison

BlackRock Commodity Strategies Portfolio (BICSX) has a higher volatility of 4.48% compared to Vanguard Financials Index Fund Admiral Shares (VFAIX) at 4.20%. This indicates that BICSX's price experiences larger fluctuations and is considered to be riskier than VFAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BICSXVFAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.48%

4.20%

+0.28%

Volatility (6M)

Calculated over the trailing 6-month period

12.47%

11.53%

+0.94%

Volatility (1Y)

Calculated over the trailing 1-year period

16.34%

19.86%

-3.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.83%

19.40%

-3.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.12%

22.62%

-7.50%