BRASX vs. VMNFX
Compare and contrast key facts about BlackRock Allocation Target Shares Series S Portfolio (BRASX) and Vanguard Market Neutral Fund Investor Shares (VMNFX).
BRASX is managed by Blackrock. It was launched on Sep 30, 2004. VMNFX is managed by Vanguard. It was launched on Nov 11, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRASX or VMNFX.
Correlation
The correlation between BRASX and VMNFX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BRASX vs. VMNFX - Performance Comparison
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Key characteristics
BRASX:
2.76
VMNFX:
0.29
BRASX:
5.06
VMNFX:
0.62
BRASX:
1.70
VMNFX:
1.07
BRASX:
6.15
VMNFX:
0.47
BRASX:
17.97
VMNFX:
1.11
BRASX:
0.33%
VMNFX:
2.31%
BRASX:
2.18%
VMNFX:
6.54%
BRASX:
-10.61%
VMNFX:
-25.93%
BRASX:
-0.43%
VMNFX:
-1.84%
Returns By Period
The year-to-date returns for both investments are quite close, with BRASX having a 1.51% return and VMNFX slightly higher at 1.54%. Over the past 10 years, BRASX has underperformed VMNFX with an annualized return of 2.56%, while VMNFX has yielded a comparatively higher 3.42% annualized return.
BRASX
1.51%
0.22%
2.28%
6.08%
2.66%
2.56%
VMNFX
1.54%
1.51%
-0.11%
1.53%
9.65%
3.42%
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BRASX vs. VMNFX - Expense Ratio Comparison
BRASX has a 0.00% expense ratio, which is lower than VMNFX's 1.31% expense ratio.
Risk-Adjusted Performance
BRASX vs. VMNFX — Risk-Adjusted Performance Rank
BRASX
VMNFX
BRASX vs. VMNFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Allocation Target Shares Series S Portfolio (BRASX) and Vanguard Market Neutral Fund Investor Shares (VMNFX). 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
BRASX vs. VMNFX - Dividend Comparison
BRASX's dividend yield for the trailing twelve months is around 4.21%, less than VMNFX's 5.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRASX BlackRock Allocation Target Shares Series S Portfolio | 4.21% | 4.59% | 4.06% | 2.66% | 1.61% | 2.66% | 3.08% | 2.24% | 2.88% | 3.36% | 3.26% | 1.78% |
VMNFX Vanguard Market Neutral Fund Investor Shares | 5.59% | 5.61% | 5.09% | 0.75% | 0.15% | 0.81% | 3.16% | 0.94% | 1.07% | 0.38% | 0.02% | 0.00% |
Drawdowns
BRASX vs. VMNFX - Drawdown Comparison
The maximum BRASX drawdown since its inception was -10.61%, smaller than the maximum VMNFX drawdown of -25.93%. Use the drawdown chart below to compare losses from any high point for BRASX and VMNFX. For additional features, visit the drawdowns tool.
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Volatility
BRASX vs. VMNFX - Volatility Comparison
The current volatility for BlackRock Allocation Target Shares Series S Portfolio (BRASX) is 0.63%, while Vanguard Market Neutral Fund Investor Shares (VMNFX) has a volatility of 1.67%. This indicates that BRASX experiences smaller price fluctuations and is considered to be less risky than VMNFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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