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BLW vs. FDFIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BLW vs. FDFIX

Last updated May 12, 2025

Compare and contrast key facts about BlackRock Limited Duration Income Trust (BLW) and Fidelity Flex 500 Index Fund (FDFIX).

FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLW or FDFIX.

Correlation

The correlation between BLW and FDFIX is 0.20, 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. FDFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Limited Duration Income Trust (BLW) and Fidelity Flex 500 Index Fund (FDFIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BLW:

6.63%

FDFIX:

11.39%

Max Drawdown

BLW:

-0.22%

FDFIX:

-0.75%

Current Drawdown

BLW:

0.00%

FDFIX:

0.00%

Returns By Period

BLW

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FDFIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

BLW vs. FDFIX — 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 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BLW is 7777
Sortino Ratio Rank
The Omega Ratio Rank of BLW is 8282
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
FDFIX
The Risk-Adjusted Performance Rank of FDFIX is 6464
Overall Rank
The Sharpe Ratio Rank of FDFIX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of FDFIX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of FDFIX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of FDFIX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of FDFIX is 6464
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. FDFIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Limited Duration Income Trust (BLW) and Fidelity Flex 500 Index Fund (FDFIX). 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.

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Dividends

BLW vs. FDFIX - Dividend Comparison

BLW's dividend yield for the trailing twelve months is around 9.62%, more than FDFIX's 1.32% yield.

TTM20242023202220212020201920182017201620152014
BLW
BlackRock Limited Duration Income Trust		9.62%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FDFIX
Fidelity Flex 500 Index Fund		1.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BLW vs. FDFIX - Drawdown Comparison

The maximum BLW drawdown since its inception was -0.22%, smaller than the maximum FDFIX drawdown of -0.75%. Use the drawdown chart below to compare losses from any high point for BLW and FDFIX. For additional features, visit the drawdowns tool.

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Volatility

BLW vs. FDFIX - Volatility Comparison

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