BLDIX vs. CSTAX
Compare and contrast key facts about BlackRock Managed Income Fund (BLDIX) and American Funds College 2027 Fund (CSTAX).
BLDIX is managed by BlackRock. It was launched on Oct 18, 2007. CSTAX is managed by American Funds. It was launched on Sep 13, 2012.
Performance
BLDIX vs. CSTAX - Performance Comparison
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BLDIX vs. CSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | -1.46% | 9.87% | 5.19% | 8.69% | -9.88% | 5.26% | 5.81% | 9.78% | -0.64% | 5.32% |
CSTAX American Funds College 2027 Fund | -0.65% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 13.35% | -2.23% | 11.77% |
Returns By Period
In the year-to-date period, BLDIX achieves a -1.46% return, which is significantly lower than CSTAX's -0.65% return. Over the past 10 years, BLDIX has underperformed CSTAX with an annualized return of 4.17%, while CSTAX has yielded a comparatively higher 4.97% annualized return.
BLDIX
- 1D
- 0.32%
- 1M
- -3.56%
- YTD
- -1.46%
- 6M
- -0.10%
- 1Y
- 5.83%
- 3Y*
- 5.94%
- 5Y*
- 3.07%
- 10Y*
- 4.17%
CSTAX
- 1D
- 0.25%
- 1M
- -2.48%
- YTD
- -0.65%
- 6M
- 0.73%
- 1Y
- 5.79%
- 3Y*
- 5.94%
- 5Y*
- 2.92%
- 10Y*
- 4.97%
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BLDIX vs. CSTAX - Expense Ratio Comparison
Both BLDIX and CSTAX have an expense ratio of 0.41%.
Return for Risk
BLDIX vs. CSTAX — Risk / Return Rank
BLDIX
CSTAX
BLDIX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Managed Income Fund (BLDIX) and American Funds College 2027 Fund (CSTAX). 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.
| BLDIX | CSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.73 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.94 | 2.47 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.23 | -0.51 |
Martin ratioReturn relative to average drawdown | 7.29 | 9.16 | -1.87 |
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
| BLDIX | CSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.73 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.57 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.86 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.86 | -0.19 |
Correlation
The correlation between BLDIX and CSTAX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BLDIX vs. CSTAX - Dividend Comparison
BLDIX's dividend yield for the trailing twelve months is around 5.22%, less than CSTAX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | 5.22% | 5.46% | 5.76% | 3.55% | 3.86% | 4.87% | 3.53% | 3.87% | 4.27% | 4.48% | 4.15% | 2.87% |
CSTAX American Funds College 2027 Fund | 5.30% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
Drawdowns
BLDIX vs. CSTAX - Drawdown Comparison
The maximum BLDIX drawdown since its inception was -14.47%, roughly equal to the maximum CSTAX drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for BLDIX and CSTAX.
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Drawdown Indicators
| BLDIX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.47% | -14.52% | +0.05% |
Max Drawdown (1Y)Largest decline over 1 year | -3.87% | -2.72% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -14.17% | -14.52% | +0.35% |
Max Drawdown (10Y)Largest decline over 10 years | -14.33% | -14.52% | +0.19% |
Current DrawdownCurrent decline from peak | -3.56% | -2.48% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -2.83% | -2.37% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.66% | +0.25% |
Volatility
BLDIX vs. CSTAX - Volatility Comparison
BlackRock Managed Income Fund (BLDIX) has a higher volatility of 1.78% compared to American Funds College 2027 Fund (CSTAX) at 1.32%. This indicates that BLDIX's price experiences larger fluctuations and is considered to be riskier than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLDIX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.78% | 1.32% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 2.89% | 2.05% | +0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.66% | 3.47% | +1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.23% | 5.16% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.56% | 5.82% | -0.26% |