BIMBX vs. FASGX
Compare and contrast key facts about BlackRock Systematic Multi-Strategy Class I (BIMBX) and Fidelity Asset Manager 70% Fund (FASGX).
BIMBX is managed by BlackRock. It was launched on May 19, 2015. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
BIMBX vs. FASGX - Performance Comparison
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BIMBX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIMBX BlackRock Systematic Multi-Strategy Class I | 1.16% | 5.00% | 6.83% | 6.43% | -2.95% | 6.18% | 3.57% | 8.43% | 1.83% | 9.89% |
FASGX Fidelity Asset Manager 70% Fund | -0.70% | 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, BIMBX achieves a 1.16% return, which is significantly higher than FASGX's -0.70% return. Over the past 10 years, BIMBX has underperformed FASGX with an annualized return of 4.72%, while FASGX has yielded a comparatively higher 8.96% annualized return.
BIMBX
- 1D
- 0.19%
- 1M
- -2.60%
- YTD
- 1.16%
- 6M
- 3.25%
- 1Y
- 3.15%
- 3Y*
- 6.56%
- 5Y*
- 4.18%
- 10Y*
- 4.72%
FASGX
- 1D
- 2.36%
- 1M
- -4.75%
- YTD
- -0.70%
- 6M
- 1.92%
- 1Y
- 17.75%
- 3Y*
- 12.59%
- 5Y*
- 6.64%
- 10Y*
- 8.96%
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BIMBX vs. FASGX - Expense Ratio Comparison
BIMBX has a 0.98% expense ratio, which is higher than FASGX's 0.67% expense ratio.
Return for Risk
BIMBX vs. FASGX — Risk / Return Rank
BIMBX
FASGX
BIMBX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Systematic Multi-Strategy Class I (BIMBX) 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.
| BIMBX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.41 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.19 | 2.01 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.30 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 2.00 | -1.02 |
Martin ratioReturn relative to average drawdown | 3.51 | 8.74 | -5.23 |
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
| BIMBX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.41 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.19 | 0.55 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.34 | 0.71 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.44 | 0.60 | +0.84 |
Correlation
The correlation between BIMBX and FASGX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BIMBX vs. FASGX - Dividend Comparison
BIMBX's dividend yield for the trailing twelve months is around 2.24%, less than FASGX's 7.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMBX BlackRock Systematic Multi-Strategy Class I | 2.24% | 2.27% | 4.07% | 4.48% | 4.99% | 2.62% | 1.31% | 3.90% | 8.93% | 4.08% | 5.00% | 0.00% |
FASGX Fidelity Asset Manager 70% Fund | 7.39% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Drawdowns
BIMBX vs. FASGX - Drawdown Comparison
The maximum BIMBX drawdown since its inception was -8.73%, smaller than the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for BIMBX and FASGX.
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Drawdown Indicators
| BIMBX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.73% | -47.35% | +38.62% |
Max Drawdown (1Y)Largest decline over 1 year | -3.61% | -9.07% | +5.46% |
Max Drawdown (5Y)Largest decline over 5 years | -6.50% | -23.54% | +17.04% |
Max Drawdown (10Y)Largest decline over 10 years | -8.73% | -27.20% | +18.47% |
Current DrawdownCurrent decline from peak | -2.96% | -5.77% | +2.81% |
Average DrawdownAverage peak-to-trough decline | -1.14% | -6.74% | +5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 2.07% | -1.06% |
Volatility
BIMBX vs. FASGX - Volatility Comparison
The current volatility for BlackRock Systematic Multi-Strategy Class I (BIMBX) is 1.56%, while Fidelity Asset Manager 70% Fund (FASGX) has a volatility of 5.30%. This indicates that BIMBX 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
| BIMBX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.56% | 5.30% | -3.74% |
Volatility (6M)Calculated over the trailing 6-month period | 2.83% | 8.12% | -5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.02% | 13.00% | -8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.53% | 12.18% | -8.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.52% | 12.58% | -9.06% |