BIRDX vs. ASFYX
Compare and contrast key facts about iShares Developed Real Estate Index Fund (BIRDX) and AlphaSimplex Managed Futures Strategy Fund Class Y (ASFYX).
BIRDX is managed by BlackRock. It was launched on Aug 12, 2015. ASFYX is managed by BlackRock. It was launched on Jul 30, 2010.
Performance
BIRDX vs. ASFYX - Performance Comparison
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BIRDX vs. ASFYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIRDX iShares Developed Real Estate Index Fund | 1.72% | 10.27% | 1.49% | 10.38% | -24.68% | 26.90% | -8.24% | 22.33% | -4.80% | 7.56% |
ASFYX AlphaSimplex Managed Futures Strategy Fund Class Y | 6.72% | -9.67% | -3.22% | -10.33% | 35.67% | 3.52% | 13.59% | 8.99% | -12.59% | 6.78% |
Returns By Period
In the year-to-date period, BIRDX achieves a 1.72% return, which is significantly lower than ASFYX's 6.72% return. Over the past 10 years, BIRDX has outperformed ASFYX with an annualized return of 3.21%, while ASFYX has yielded a comparatively lower 1.88% annualized return.
BIRDX
- 1D
- 1.72%
- 1M
- -8.19%
- YTD
- 1.72%
- 6M
- 0.95%
- 1Y
- 9.53%
- 3Y*
- 7.51%
- 5Y*
- 2.19%
- 10Y*
- 3.21%
ASFYX
- 1D
- 0.12%
- 1M
- -0.84%
- YTD
- 6.72%
- 6M
- 10.49%
- 1Y
- 3.28%
- 3Y*
- -2.85%
- 5Y*
- 2.28%
- 10Y*
- 1.88%
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BIRDX vs. ASFYX - Expense Ratio Comparison
BIRDX has a 0.19% expense ratio, which is lower than ASFYX's 1.47% expense ratio.
Return for Risk
BIRDX vs. ASFYX — Risk / Return Rank
BIRDX
ASFYX
BIRDX vs. ASFYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Developed Real Estate Index Fund (BIRDX) and AlphaSimplex Managed Futures Strategy Fund Class Y (ASFYX). 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.
| BIRDX | ASFYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.27 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.42 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.06 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 0.18 | +0.77 |
Martin ratioReturn relative to average drawdown | 3.74 | 0.29 | +3.45 |
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
| BIRDX | ASFYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.27 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.17 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.15 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.31 | -0.11 |
Correlation
The correlation between BIRDX and ASFYX is 0.06, 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
BIRDX vs. ASFYX - Dividend Comparison
BIRDX's dividend yield for the trailing twelve months is around 6.72%, more than ASFYX's 1.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIRDX iShares Developed Real Estate Index Fund | 6.72% | 6.84% | 23.69% | 2.99% | 1.24% | 4.18% | 1.91% | 6.67% | 4.18% | 1.70% | 2.24% | 0.00% |
ASFYX AlphaSimplex Managed Futures Strategy Fund Class Y | 1.42% | 1.52% | 1.46% | 0.99% | 32.48% | 6.07% | 3.40% | 5.51% | 1.30% | 0.07% | 0.01% | 5.06% |
Drawdowns
BIRDX vs. ASFYX - Drawdown Comparison
The maximum BIRDX drawdown since its inception was -43.03%, which is greater than ASFYX's maximum drawdown of -36.43%. Use the drawdown chart below to compare losses from any high point for BIRDX and ASFYX.
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Drawdown Indicators
| BIRDX | ASFYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.03% | -36.43% | -6.60% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -13.51% | +2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -36.43% | +3.89% |
Max Drawdown (10Y)Largest decline over 10 years | -43.03% | -36.43% | -6.60% |
Current DrawdownCurrent decline from peak | -11.17% | -24.28% | +13.11% |
Average DrawdownAverage peak-to-trough decline | -10.94% | -13.10% | +2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 8.26% | -5.53% |
Volatility
BIRDX vs. ASFYX - Volatility Comparison
iShares Developed Real Estate Index Fund (BIRDX) has a higher volatility of 4.71% compared to AlphaSimplex Managed Futures Strategy Fund Class Y (ASFYX) at 3.82%. This indicates that BIRDX's price experiences larger fluctuations and is considered to be riskier than ASFYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIRDX | ASFYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 3.82% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 10.00% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.29% | 13.00% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.23% | 13.67% | +5.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.07% | 12.68% | +6.39% |