BKCC vs. XBAL.TO

Last updated Apr 1, 2026

Compare and contrast key facts about BlackRock Capital Investment Corporation (BKCC) and iShares Core Balanced ETF Portfolio (XBAL.TO).

XBAL.TO is an actively managed fund by iShares. It was launched on Jun 21, 2007.

Performance

BKCC vs. XBAL.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Capital Investment Corporation (BKCC) and iShares Core Balanced ETF Portfolio (XBAL.TO). The values are adjusted to include any dividend payments, if applicable.

BKCC vs. XBAL.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BKCC BlackRock Capital Investment Corporation	0.00%	0.00%	-2.35%	19.38%	0.42%	64.13%	-37.64%	5.20%	-4.14%	-1.03%
XBAL.TO iShares Core Balanced ETF Portfolio	-1.00%	17.23%	6.61%	15.58%	-17.13%	10.92%	12.89%	21.03%	-10.35%	12.76%

Different Trading Currencies

BKCC is traded in USD, while XBAL.TO is traded in CAD. To make them comparable, the XBAL.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

BKCC

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

XBAL.TO

• 1D: 1.82%
• 1M: -5.24%
• YTD: -1.00%
• 6M: 0.66%
• 1Y: 15.15%
• 3Y*: 10.73%
• 5Y*: 4.81%
• 10Y*: 6.47%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BKCC vs. XBAL.TO — Risk / Return Rank

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

XBAL.TO

XBAL.TO Risk / Return Rank: 65
XBAL.TO Sharpe Ratio Rank: 66
XBAL.TO Sortino Ratio Rank: 63
XBAL.TO Omega Ratio Rank: 65
XBAL.TO Calmar Ratio Rank: 65
XBAL.TO Martin Ratio Rank: 67

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.

BKCC vs. XBAL.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Investment Corporation (BKCC) and iShares Core Balanced ETF Portfolio (XBAL.TO). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BKCC	XBAL.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.32	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.40	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.51	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.57	—

Correlation

The correlation between BKCC and XBAL.TO is 0.33, 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

BKCC vs. XBAL.TO - Dividend Comparison

BKCC has not paid dividends to shareholders, while XBAL.TO's dividend yield for the trailing twelve months is around 2.25%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BKCC BlackRock Capital Investment Corporation	0.00%	0.00%	2.72%	10.34%	11.05%	10.00%	16.36%	12.88%	13.61%	11.56%	12.07%	8.94%
XBAL.TO iShares Core Balanced ETF Portfolio	2.25%	2.24%	2.68%	2.40%	2.09%	1.74%	1.99%	2.26%	3.39%	2.93%	3.64%	3.29%

Drawdowns

Drawdown Indicators

	BKCC	XBAL.TO	Difference
Max Drawdown Largest peak-to-trough decline	—	-28.83%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-7.68%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.12%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-20.93%	—
Current Drawdown Current decline from peak	—	-3.84%	—
Average Drawdown Average peak-to-trough decline	—	-3.41%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.86%	—

Volatility

Volatility by Period

	BKCC	XBAL.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.54%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.34%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	11.53%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	12.06%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	12.79%	—