BNY vs. DFIC

In the year-to-date period, BNY achieves a -2.67% return, which is significantly lower than DFIC's 18.02% return.

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This table presents a comparison of risk-adjusted performance metrics for BlackRock New York Municipal Income Trust (BNY) and DFA Dimensional International Core Equity 2 ETF (DFIC). 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 BNY Sharpe Ratio is -0.36, which is lower than the DFIC Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of BNY and DFIC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BNY's dividend yield for the trailing twelve months is around 6.00%, more than DFIC's 2.60% yield.

The maximum BNY drawdown since its inception was -49.55%, which is greater than DFIC's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for BNY and DFIC.

BlackRock New York Municipal Income Trust (BNY) and DFA Dimensional International Core Equity 2 ETF (DFIC) have volatilities of 2.90% and 2.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.