BIGPX vs. NTSX

In the year-to-date period, BIGPX achieves a 2.33% return, which is significantly higher than NTSX's 0.41% return.

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BIGPX has a 0.43% expense ratio, which is higher than NTSX's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and WisdomTree U.S. Efficient Core Fund (NTSX). 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 BIGPX Sharpe Ratio is 0.24, which is lower than the NTSX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of BIGPX and NTSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIGPX's dividend yield for the trailing twelve months is around 2.77%, more than NTSX's 1.20% yield.

The maximum BIGPX drawdown since its inception was -49.65%, which is greater than NTSX's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for BIGPX and NTSX. For additional features, visit the drawdowns tool.

The current volatility for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is 3.54%, while WisdomTree U.S. Efficient Core Fund (NTSX) has a volatility of 5.66%. This indicates that BIGPX experiences smaller price fluctuations and is considered to be less risky than NTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.