BME vs. STRGX
Compare and contrast key facts about BlackRock Health Sciences Trust (BME) and Sterling Capital Stratton Mid Cap Value Fund (STRGX).
STRGX is managed by Sterling Capital. It was launched on Sep 29, 1972.
Performance
BME vs. STRGX - Performance Comparison
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BME vs. STRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BME BlackRock Health Sciences Trust | -4.57% | 17.87% | -0.08% | -1.08% | -4.62% | 7.25% | 18.64% | 24.04% | 6.38% | 23.10% |
STRGX Sterling Capital Stratton Mid Cap Value Fund | 2.89% | 5.40% | 9.49% | 14.39% | -10.92% | 23.49% | 3.74% | 32.73% | -14.28% | 21.75% |
Returns By Period
In the year-to-date period, BME achieves a -4.57% return, which is significantly lower than STRGX's 2.89% return. Over the past 10 years, BME has underperformed STRGX with an annualized return of 7.57%, while STRGX has yielded a comparatively higher 9.22% annualized return.
BME
- 1D
- 1.74%
- 1M
- -9.05%
- YTD
- -4.57%
- 6M
- 7.55%
- 1Y
- 8.22%
- 3Y*
- 4.46%
- 5Y*
- 2.71%
- 10Y*
- 7.57%
STRGX
- 1D
- -1.01%
- 1M
- -6.72%
- YTD
- 2.89%
- 6M
- -0.22%
- 1Y
- 11.98%
- 3Y*
- 10.23%
- 5Y*
- 5.86%
- 10Y*
- 9.22%
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Return for Risk
BME vs. STRGX — Risk / Return Rank
BME
STRGX
BME vs. STRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Trust (BME) and Sterling Capital Stratton Mid Cap Value Fund (STRGX). 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.
| BME | STRGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.68 | -0.15 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.07 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.15 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 0.87 | -0.14 |
Martin ratioReturn relative to average drawdown | 2.12 | 3.43 | -1.31 |
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
| BME | STRGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.68 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.34 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.49 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.55 | -0.04 |
Correlation
The correlation between BME and STRGX 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
BME vs. STRGX - Dividend Comparison
BME's dividend yield for the trailing twelve months is around 8.17%, less than STRGX's 9.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BME BlackRock Health Sciences Trust | 8.17% | 7.65% | 6.87% | 6.32% | 5.87% | 5.03% | 5.04% | 5.65% | 6.58% | 6.58% | 9.45% | 17.04% |
STRGX Sterling Capital Stratton Mid Cap Value Fund | 9.76% | 10.04% | 15.16% | 12.43% | 17.98% | 8.18% | 0.84% | 5.40% | 9.91% | 3.79% | 0.60% | 3.68% |
Drawdowns
BME vs. STRGX - Drawdown Comparison
The maximum BME drawdown since its inception was -42.03%, smaller than the maximum STRGX drawdown of -53.50%. Use the drawdown chart below to compare losses from any high point for BME and STRGX.
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Drawdown Indicators
| BME | STRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.03% | -53.50% | +11.47% |
Max Drawdown (1Y)Largest decline over 1 year | -11.03% | -12.42% | +1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -18.26% | -21.22% | +2.96% |
Max Drawdown (10Y)Largest decline over 10 years | -36.65% | -41.35% | +4.70% |
Current DrawdownCurrent decline from peak | -9.05% | -7.40% | -1.65% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -8.06% | +1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 3.14% | +0.64% |
Volatility
BME vs. STRGX - Volatility Comparison
BlackRock Health Sciences Trust (BME) has a higher volatility of 6.01% compared to Sterling Capital Stratton Mid Cap Value Fund (STRGX) at 5.22%. This indicates that BME's price experiences larger fluctuations and is considered to be riskier than STRGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BME | STRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 5.22% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 10.54% | -0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 18.17% | -2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 17.38% | -2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.00% | 19.07% | +0.93% |