BRWM.L vs. BLK
Compare and contrast key facts about Blackrock World Mining Trust plc (BRWM.L) and BlackRock, Inc. (BLK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRWM.L or BLK.
Key characteristics
| BRWM.L | BLK | |
|---|---|---|
| YTD Return | -10.96% | 15.80% |
| 1Y Return | -12.32% | 37.36% |
| 3Y Return (Ann) | 4.73% | 4.47% |
| 5Y Return (Ann) | 13.27% | 18.77% |
| 10Y Return (Ann) | 6.31% | 13.65% |
| Sharpe Ratio | -0.53 | 1.83 |
| Daily Std Dev | 24.27% | 19.73% |
| Max Drawdown | -80.77% | -60.36% |
| Current Drawdown | -28.09% | 0.00% |
Fundamentals
| BRWM.L | BLK | |
|---|---|---|
| Market Cap | £947.31M | $136.68B |
| EPS | -£0.07 | $40.32 |
| Total Revenue (TTM) | £19.25M | $19.29B |
| Gross Profit (TTM) | £9.54M | $15.70B |
| EBITDA (TTM) | -£4.05M | $7.29B |
Correlation
The correlation between BRWM.L and BLK is 0.27, 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
BRWM.L vs. BLK - Performance Comparison
In the year-to-date period, BRWM.L achieves a -10.96% return, which is significantly lower than BLK's 15.80% return. Over the past 10 years, BRWM.L has underperformed BLK with an annualized return of 6.31%, while BLK has yielded a comparatively higher 13.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BRWM.L vs. BLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock World Mining Trust plc (BRWM.L) and BlackRock, Inc. (BLK). 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.
Dividends
BRWM.L vs. BLK - Dividend Comparison
BRWM.L's dividend yield for the trailing twelve months is around 6.76%, more than BLK's 2.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRWM.L Blackrock World Mining Trust plc | 6.76% | 6.81% | 6.24% | 4.04% | 4.21% | 5.48% | 4.58% | 4.53% | 5.35% | 3.94% | 0.07% | 4.52% |
BLK BlackRock, Inc. | 2.20% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% | 2.12% |
Drawdowns
BRWM.L vs. BLK - Drawdown Comparison
The maximum BRWM.L drawdown since its inception was -80.77%, which is greater than BLK's maximum drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for BRWM.L and BLK. For additional features, visit the drawdowns tool.
Volatility
BRWM.L vs. BLK - Volatility Comparison
Blackrock World Mining Trust plc (BRWM.L) has a higher volatility of 8.81% compared to BlackRock, Inc. (BLK) at 4.55%. This indicates that BRWM.L's price experiences larger fluctuations and is considered to be riskier than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BRWM.L vs. BLK - Financials Comparison
This section allows you to compare key financial metrics between Blackrock World Mining Trust plc and BlackRock, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities