PortfoliosLab logoPortfoliosLab logo
BIT vs. BHK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BIT vs. BHK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Multi-Sector Income Trust (BIT) and BlackRock Core Bond Trust (BHK). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BIT achieves a 0.98% return, which is significantly higher than BHK's -2.22% return. Over the past 10 years, BIT has outperformed BHK with an annualized return of 7.30%, while BHK has yielded a comparatively lower 2.96% annualized return.


BIT

1D
-0.24%
1M
0.03%
YTD
0.98%
6M
1.01%
1Y
-0.29%
3Y*
7.05%
5Y*
2.32%
10Y*
7.30%

BHK

1D
0.22%
1M
0.49%
YTD
-2.22%
6M
-0.20%
1Y
0.78%
3Y*
4.13%
5Y*
-2.97%
10Y*
2.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BIT vs. BHK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BIT
BlackRock Multi-Sector Income Trust
0.98%2.31%7.43%16.78%-14.41%12.04%19.67%14.50%-8.04%19.97%
BHK
BlackRock Core Bond Trust
-2.22%2.51%4.02%14.42%-32.52%8.03%18.02%26.36%-7.59%14.22%

Correlation

The correlation between BIT and BHK is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.40

Correlation (3Y)
Calculated over the trailing 3-year period

0.41

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.29

Correlation (All Time)
Calculated using the full available price history since Feb 26, 2013

0.27

The correlation between BIT and BHK shifts across timeframes, from 0.27 (all time) to 0.41 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

BIT:

$1.58

BHK:

$0.63

PE Ratio

BIT:

7.98

BHK:

14.36

PEG Ratio

BIT:

2.02

BHK:

0.05

PS Ratio

BIT:

6.78

BHK:

18.82

Total Revenue (TTM)

BIT:

$91.75M

BHK:

$34.57M

Gross Profit (TTM)

BIT:

$76.64M

BHK:

$32.13M

EBITDA (TTM)

BIT:

$105.25M

BHK:

$21.10M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BIT vs. BHK — Risk / Return Rank

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

BIT
BIT Risk / Return Rank: 3838
Overall Rank
BIT Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
BIT Sortino Ratio Rank: 3232
Sortino Ratio Rank
BIT Omega Ratio Rank: 3232
Omega Ratio Rank
BIT Calmar Ratio Rank: 4141
Calmar Ratio Rank
BIT Martin Ratio Rank: 4141
Martin Ratio Rank

BHK
BHK Risk / Return Rank: 4242
Overall Rank
BHK Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
BHK Sortino Ratio Rank: 3636
Sortino Ratio Rank
BHK Omega Ratio Rank: 3636
Omega Ratio Rank
BHK Calmar Ratio Rank: 4545
Calmar Ratio Rank
BHK Martin Ratio Rank: 4545
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.

BIT vs. BHK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Multi-Sector Income Trust (BIT) and BlackRock Core Bond Trust (BHK). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BITBHKDifference
Sharpe ratioReturn per unit of total volatility

-0.12

Sortino ratioReturn per unit of downside risk

-0.17

Omega ratioGain probability vs. loss probability

1.00

1.02

-0.02

Calmar ratioReturn relative to maximum drawdown

-0.03

0.10

-0.13

Martin ratioReturn relative to average drawdown

-0.06

0.23

-0.30

BIT vs. BHK - Sharpe Ratio Comparison

The current BIT Sharpe Ratio is -0.04, which is lower than the BHK Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of BIT and BHK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

BIT vs. BHK - Drawdown Comparison

The maximum BIT drawdown since its inception was -43.54%, which is greater than BHK's maximum drawdown of -39.59%. Use the drawdown chart below to compare losses from any high point for BIT and BHK.


Loading charts...

Drawdown Indicators


BITBHKDifference

Max Drawdown

Largest peak-to-trough decline

-43.54%

-39.59%

-3.95%

Max Drawdown (1Y)

Largest decline over 1 year

-8.99%

-8.13%

-0.86%

Max Drawdown (3Y)

Largest decline over 3 years

-10.42%

-14.73%

+4.31%

Max Drawdown (5Y)

Largest decline over 5 years

-23.72%

-39.59%

+15.87%

Max Drawdown (10Y)

Largest decline over 10 years

-43.54%

-39.59%

-3.95%

Current Drawdown

Current decline from peak

-4.61%

-20.66%

+16.05%

Average Drawdown

Average peak-to-trough decline

-4.87%

-7.78%

+2.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.76%

3.32%

+1.44%

Volatility

BIT vs. BHK - Volatility Comparison

The current volatility for BlackRock Multi-Sector Income Trust (BIT) is 2.80%, while BlackRock Core Bond Trust (BHK) has a volatility of 3.85%. This indicates that BIT experiences smaller price fluctuations and is considered to be less risky than BHK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


BITBHKDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.80%

3.85%

-1.05%

Volatility (6M)

Calculated over the trailing 6-month period

5.97%

6.59%

-0.62%

Volatility (1Y)

Calculated over the trailing 1-year period

8.12%

8.94%

-0.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.04%

14.46%

-2.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.99%

13.12%

+2.87%

Dividends

BIT vs. BHK - Dividend Comparison

BIT's dividend yield for the trailing twelve months is around 11.73%, more than BHK's 9.94% yield.


PositionTTM20252024202320222021202020192018201720162015
BHK
BlackRock Core Bond Trust
9.94%9.25%8.56%8.21%7.91%6.36%5.06%5.32%6.39%5.56%6.23%7.03%
BIT
BlackRock Multi-Sector Income Trust
11.73%11.15%10.17%9.90%9.58%8.18%8.46%8.84%9.12%8.44%11.65%8.66%

Financials

BIT vs. BHK - Financials Comparison

This section allows you to compare key financial metrics between BlackRock Multi-Sector Income Trust and BlackRock Core Bond Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-10.00M0.0010.00M20.00M30.00M40.00M50.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
30.04M
13.17M
(BIT) Total Revenue
(BHK) Total Revenue
Values in USD except per share items

Frequently Asked Questions


BIT and BHK have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BHK has higher volatility (3.85%) compared to BIT (2.80%). In terms of maximum drawdown, BIT dropped -43.54% vs BHK's -39.59%.

BHK currently has the higher Sharpe Ratio (0.09 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BIT and BHK

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer