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BLW vs. BUI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BLW and BUI is 0.35, 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.


Performance

BLW vs. BUI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Limited Duration Income Trust (BLW) and BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BLW:

1.07

BUI:

0.71

Sortino Ratio

BLW:

1.47

BUI:

1.26

Omega Ratio

BLW:

1.25

BUI:

1.17

Calmar Ratio

BLW:

1.15

BUI:

1.01

Martin Ratio

BLW:

6.53

BUI:

3.24

Ulcer Index

BLW:

1.85%

BUI:

4.26%

Daily Std Dev

BLW:

11.08%

BUI:

15.77%

Max Drawdown

BLW:

-44.58%

BUI:

-46.49%

Current Drawdown

BLW:

-1.02%

BUI:

-0.89%

Fundamentals

Market Cap

BLW:

$525.73M

BUI:

$533.80M

EPS

BLW:

$1.26

BUI:

$1.59

PE Ratio

BLW:

11.02

BUI:

14.89

PEG Ratio

BLW:

0.00

BUI:

0.00

PS Ratio

BLW:

8.25

BUI:

14.66

PB Ratio

BLW:

1.02

BUI:

1.04

Total Revenue (TTM)

BLW:

$40.44M

BUI:

$37.27M

Gross Profit (TTM)

BLW:

$35.54M

BUI:

$31.94M

EBITDA (TTM)

BLW:

$48.02M

BUI:

$35.66M

Returns By Period

In the year-to-date period, BLW achieves a 2.28% return, which is significantly lower than BUI's 3.35% return. Over the past 10 years, BLW has underperformed BUI with an annualized return of 6.88%, while BUI has yielded a comparatively higher 9.25% annualized return.


BLW

YTD

2.28%

1M

5.61%

6M

1.55%

1Y

11.78%

5Y*

10.10%

10Y*

6.88%

BUI

YTD

3.35%

1M

9.01%

6M

3.52%

1Y

11.12%

5Y*

11.54%

10Y*

9.25%

*Annualized

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Risk-Adjusted Performance

BLW vs. BUI — Risk-Adjusted Performance Rank

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

BLW
The Risk-Adjusted Performance Rank of BLW is 8484
Overall Rank
The Sharpe Ratio Rank of BLW is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of BLW is 7777
Sortino Ratio Rank
The Omega Ratio Rank of BLW is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BLW is 8686
Calmar Ratio Rank
The Martin Ratio Rank of BLW is 9090
Martin Ratio Rank

BUI
The Risk-Adjusted Performance Rank of BUI is 7777
Overall Rank
The Sharpe Ratio Rank of BUI is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of BUI is 7272
Sortino Ratio Rank
The Omega Ratio Rank of BUI is 7272
Omega Ratio Rank
The Calmar Ratio Rank of BUI is 8484
Calmar Ratio Rank
The Martin Ratio Rank of BUI is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BLW vs. BUI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Limited Duration Income Trust (BLW) and BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI). 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.


The current BLW Sharpe Ratio is 1.07, which is higher than the BUI Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of BLW and BUI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

BLW vs. BUI - Dividend Comparison

BLW's dividend yield for the trailing twelve months is around 9.62%, more than BUI's 6.46% yield.


TTM20242023202220212020201920182017201620152014
BLW
BlackRock Limited Duration Income Trust
9.62%9.38%8.63%8.25%6.98%7.39%6.30%7.18%6.26%9.68%8.29%8.28%
BUI
BlackRock Utilities, Infrastructure & Power Opportunities Trust
6.46%6.26%6.65%6.99%5.45%5.80%6.51%7.35%6.72%7.89%8.65%7.00%

Drawdowns

BLW vs. BUI - Drawdown Comparison

The maximum BLW drawdown since its inception was -44.58%, roughly equal to the maximum BUI drawdown of -46.49%. Use the drawdown chart below to compare losses from any high point for BLW and BUI. For additional features, visit the drawdowns tool.


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Volatility

BLW vs. BUI - Volatility Comparison


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Financials

BLW vs. BUI - Financials Comparison

This section allows you to compare key financial metrics between BlackRock Limited Duration Income Trust and BlackRock Utilities, Infrastructure & Power Opportunities 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


0.005.00B10.00B15.00B20.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
24.72M
16.95M
(BLW) Total Revenue
(BUI) Total Revenue
Values in USD except per share items