BILPX vs. FASGX
Compare and contrast key facts about BlackRock Event Driven Equity Fund (BILPX) and Fidelity Asset Manager 70% Fund (FASGX).
BILPX is managed by BlackRock. It was launched on Dec 18, 2007. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
BILPX vs. FASGX - Performance Comparison
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BILPX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BILPX BlackRock Event Driven Equity Fund | -0.10% | 8.43% | 4.37% | 5.38% | 0.01% | 1.95% | 6.30% | 7.29% | 5.47% | 7.15% |
FASGX Fidelity Asset Manager 70% Fund | -2.99% | 18.23% | 10.81% | 16.45% | -16.83% | 13.98% | 17.19% | 22.81% | -7.65% | 17.34% |
Returns By Period
In the year-to-date period, BILPX achieves a -0.10% return, which is significantly higher than FASGX's -2.99% return. Over the past 10 years, BILPX has underperformed FASGX with an annualized return of 4.71%, while FASGX has yielded a comparatively higher 8.70% annualized return.
BILPX
- 1D
- -0.10%
- 1M
- -1.14%
- YTD
- -0.10%
- 6M
- 1.51%
- 1Y
- 6.72%
- 3Y*
- 5.76%
- 5Y*
- 3.82%
- 10Y*
- 4.71%
FASGX
- 1D
- -0.24%
- 1M
- -7.42%
- YTD
- -2.99%
- 6M
- -0.12%
- 1Y
- 15.54%
- 3Y*
- 11.72%
- 5Y*
- 6.38%
- 10Y*
- 8.70%
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BILPX vs. FASGX - Expense Ratio Comparison
BILPX has a 1.16% expense ratio, which is higher than FASGX's 0.67% expense ratio.
Return for Risk
BILPX vs. FASGX — Risk / Return Rank
BILPX
FASGX
BILPX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Event Driven Equity Fund (BILPX) and Fidelity Asset Manager 70% Fund (FASGX). 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.
| BILPX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.21 | +0.27 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.73 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.26 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 1.55 | +0.59 |
Martin ratioReturn relative to average drawdown | 12.95 | 6.89 | +6.06 |
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
| BILPX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.21 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | 0.53 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.01 | 0.70 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.60 | -0.24 |
Correlation
The correlation between BILPX and FASGX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BILPX vs. FASGX - Dividend Comparison
BILPX's dividend yield for the trailing twelve months is around 4.20%, less than FASGX's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILPX BlackRock Event Driven Equity Fund | 4.20% | 4.19% | 4.16% | 1.99% | 2.58% | 2.66% | 2.97% | 3.41% | 1.97% | 5.12% | 1.11% | 74.64% |
FASGX Fidelity Asset Manager 70% Fund | 7.56% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Drawdowns
BILPX vs. FASGX - Drawdown Comparison
The maximum BILPX drawdown since its inception was -47.50%, roughly equal to the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for BILPX and FASGX.
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Drawdown Indicators
| BILPX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.50% | -47.35% | -0.15% |
Max Drawdown (1Y)Largest decline over 1 year | -3.05% | -9.07% | +6.02% |
Max Drawdown (5Y)Largest decline over 5 years | -5.18% | -23.54% | +18.36% |
Max Drawdown (10Y)Largest decline over 10 years | -11.58% | -27.20% | +15.62% |
Current DrawdownCurrent decline from peak | -1.24% | -7.95% | +6.71% |
Average DrawdownAverage peak-to-trough decline | -5.58% | -6.74% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 2.04% | -1.54% |
Volatility
BILPX vs. FASGX - Volatility Comparison
The current volatility for BlackRock Event Driven Equity Fund (BILPX) is 0.95%, while Fidelity Asset Manager 70% Fund (FASGX) has a volatility of 4.57%. This indicates that BILPX experiences smaller price fluctuations and is considered to be less risky than FASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BILPX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.95% | 4.57% | -3.62% |
Volatility (6M)Calculated over the trailing 6-month period | 2.17% | 7.78% | -5.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.58% | 12.82% | -8.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.08% | 12.14% | -8.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 12.56% | -7.89% |