BLDIX vs. KO
BLDIX (BlackRock Managed Income Fund) is Diversified Portfolio fund managed by BlackRock, while KO (The Coca-Cola Company) is a stock. Over the past 10 years, BLDIX returned 3.99%/yr vs 10.64%/yr for KO. Their -0.01 correlation means they have often moved in opposite directions in the past.
Performance
BLDIX vs. KO - Performance Comparison
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Returns By Period
In the year-to-date period, BLDIX achieves a 1.25% return, which is significantly lower than KO's 26.97% return. Over the past 10 years, BLDIX has underperformed KO with an annualized return of 3.99%, while KO has yielded a comparatively higher 10.64% annualized return.
BLDIX
- 1D
- 0.10%
- 1M
- -0.93%
- 6M
- 0.47%
- YTD
- 1.25%
- 1Y
- 4.91%
- 3Y*
- 6.64%
- 5Y*
- 3.02%
- 10Y*
- 3.99%
- ALL TIME*
- 5.42%
KO
- 1D
- -1.02%
- 1M
- 4.10%
- 6M
- 18.65%
- YTD
- 26.97%
- 1Y
- 30.80%
- 3Y*
- 15.70%
- 5Y*
- 12.23%
- 10Y*
- 10.64%
- ALL TIME*
- 12.27%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $1.49B | $1.47B | $1.44B |
BLDIX vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | 1.25% | 9.87% | 5.19% | 8.69% | -9.88% | 5.26% | 5.81% | 9.78% | -0.64% | 5.32% |
KO The Coca-Cola Company | 26.97% | 15.60% | 8.88% | -4.43% | 10.61% | 11.37% | 2.47% | 20.60% | 6.77% | 14.38% |
Correlation
The correlation between BLDIX and KO is 0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.17 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2007 | -0.01 |
The correlation between BLDIX and KO shifts across timeframes, from -0.01 (all time) to 0.28 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
BLDIX vs. KO — Risk / Return Rank
BLDIX
KO
BLDIX vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Managed Income Fund (BLDIX) and The Coca-Cola Company (KO). 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.
| BLDIX | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.32 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 4.17 | -2.71 |
| Martin ratioReturn relative to average drawdown | 5.93 | 9.09 | -3.17 |
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Drawdowns
BLDIX vs. KO - Drawdown Comparison
The maximum BLDIX drawdown since its inception was -14.47%, smaller than the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for BLDIX and KO.
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Drawdown Indicators
| BLDIX | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.47% | -68.23% | +53.76% |
Max Drawdown (1Y)Largest decline over 1 year | -3.87% | -7.87% | +4.00% |
Max Drawdown (3Y)Largest decline over 3 years | -4.46% | -15.50% | +11.04% |
Max Drawdown (5Y)Largest decline over 5 years | -14.17% | -17.27% | +3.10% |
Max Drawdown (10Y)Largest decline over 10 years | -14.33% | -36.99% | +22.66% |
Current DrawdownCurrent decline from peak | -1.13% | -1.67% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -2.79% | -16.06% | +13.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 3.60% | -2.65% |
Volatility
BLDIX vs. KO - Volatility Comparison
The current volatility for BlackRock Managed Income Fund (BLDIX) is 1.04%, while The Coca-Cola Company (KO) has a volatility of 9.09%. This indicates that BLDIX experiences smaller price fluctuations and is considered to be less risky than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLDIX | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | 9.09% | -8.05% |
Volatility (6M)Calculated over the trailing 6-month period | 3.64% | 15.06% | -11.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 18.66% | -14.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.36% | 16.64% | -11.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.59% | 18.42% | -12.83% |
Dividends
BLDIX vs. KO - Dividend Comparison
BLDIX's dividend yield for the trailing twelve months is around 4.84%, more than KO's 2.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | 4.84% | 5.46% | 5.76% | 3.55% | 3.86% | 4.87% | 3.53% | 3.87% | 4.27% | 4.48% | 4.15% | 2.87% |
KO The Coca-Cola Company | 2.37% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
Frequently Asked Questions
BLDIX and KO have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KO has higher volatility (9.09%) compared to BLDIX (1.04%). In terms of maximum drawdown, BLDIX dropped -14.47% vs KO's -68.23%.
KO currently has the higher Sharpe Ratio (1.76 vs 1.29), 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.
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