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BRZIX vs. VTCLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BRZIX vs. VTCLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Sustainable Advantage International Equity Fund (BRZIX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX). The values are adjusted to include any dividend payments, if applicable.

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BRZIX vs. VTCLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
BRZIX
BlackRock Sustainable Advantage International Equity Fund
-1.92%32.15%5.67%19.37%-14.02%12.87%13.28%
VTCLX
Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
-6.78%17.44%23.76%26.62%-19.07%26.87%12.98%

Returns By Period

In the year-to-date period, BRZIX achieves a -1.92% return, which is significantly higher than VTCLX's -6.78% return.


BRZIX

1D
0.25%
1M
-10.77%
YTD
-1.92%
6M
2.54%
1Y
19.62%
3Y*
14.65%
5Y*
8.83%
10Y*

VTCLX

1D
-0.40%
1M
-7.66%
YTD
-6.78%
6M
-4.38%
1Y
14.65%
3Y*
16.84%
5Y*
10.69%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BRZIX vs. VTCLX - Expense Ratio Comparison

BRZIX has a 0.50% expense ratio, which is higher than VTCLX's 0.09% expense ratio.


Return for Risk

BRZIX vs. VTCLX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRZIX
BRZIX Risk / Return Rank: 5959
Overall Rank
BRZIX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BRZIX Sortino Ratio Rank: 5757
Sortino Ratio Rank
BRZIX Omega Ratio Rank: 5555
Omega Ratio Rank
BRZIX Calmar Ratio Rank: 6565
Calmar Ratio Rank
BRZIX Martin Ratio Rank: 6161
Martin Ratio Rank

VTCLX
VTCLX Risk / Return Rank: 4646
Overall Rank
VTCLX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VTCLX Sortino Ratio Rank: 4545
Sortino Ratio Rank
VTCLX Omega Ratio Rank: 4949
Omega Ratio Rank
VTCLX Calmar Ratio Rank: 4242
Calmar Ratio Rank
VTCLX Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRZIX vs. VTCLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Sustainable Advantage International Equity Fund (BRZIX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX). 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.


BRZIXVTCLXDifference

Sharpe ratio

Return per unit of total volatility

1.09

0.84

+0.25

Sortino ratio

Return per unit of downside risk

1.51

1.30

+0.21

Omega ratio

Gain probability vs. loss probability

1.22

1.20

+0.02

Calmar ratio

Return relative to maximum drawdown

1.52

1.06

+0.46

Martin ratio

Return relative to average drawdown

5.80

5.18

+0.62

BRZIX vs. VTCLX - Sharpe Ratio Comparison

The current BRZIX Sharpe Ratio is 1.09, which is comparable to the VTCLX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of BRZIX and VTCLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BRZIXVTCLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

0.84

+0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.63

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.49

+0.17

Correlation

The correlation between BRZIX and VTCLX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

BRZIX vs. VTCLX - Dividend Comparison

BRZIX's dividend yield for the trailing twelve months is around 16.18%, more than VTCLX's 1.01% yield.


TTM20252024202320222021202020192018201720162015
BRZIX
BlackRock Sustainable Advantage International Equity Fund
16.18%15.87%3.83%2.59%3.29%13.55%0.59%0.00%0.00%0.00%0.00%0.00%
VTCLX
Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
1.01%0.93%1.04%1.24%1.47%1.04%1.32%1.52%1.83%1.57%1.76%1.69%

Drawdowns

BRZIX vs. VTCLX - Drawdown Comparison

The maximum BRZIX drawdown since its inception was -32.64%, smaller than the maximum VTCLX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for BRZIX and VTCLX.


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Drawdown Indicators


BRZIXVTCLXDifference

Max Drawdown

Largest peak-to-trough decline

-32.64%

-55.18%

+22.54%

Max Drawdown (1Y)

Largest decline over 1 year

-11.50%

-12.20%

+0.70%

Max Drawdown (5Y)

Largest decline over 5 years

-32.64%

-24.98%

-7.66%

Max Drawdown (10Y)

Largest decline over 10 years

-34.56%

Current Drawdown

Current decline from peak

-10.77%

-8.79%

-1.98%

Average Drawdown

Average peak-to-trough decline

-7.65%

-7.61%

-0.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.01%

2.50%

+0.51%

Volatility

BRZIX vs. VTCLX - Volatility Comparison

BlackRock Sustainable Advantage International Equity Fund (BRZIX) has a higher volatility of 7.19% compared to Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) at 4.33%. This indicates that BRZIX's price experiences larger fluctuations and is considered to be riskier than VTCLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BRZIXVTCLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.19%

4.33%

+2.86%

Volatility (6M)

Calculated over the trailing 6-month period

10.94%

9.24%

+1.70%

Volatility (1Y)

Calculated over the trailing 1-year period

17.16%

18.24%

-1.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.98%

17.19%

-0.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.77%

18.24%

-1.47%