BSIIX vs. ACSNX
Compare and contrast key facts about BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and American Century Short Duration Fund (ACSNX).
BSIIX is managed by Blackrock. It was launched on Feb 5, 2008. ACSNX is managed by American Century Investments. It was launched on Nov 30, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSIIX or ACSNX.
Key characteristics
| BSIIX | ACSNX | |
|---|---|---|
| YTD Return | 4.92% | 4.35% |
| 1Y Return | 9.77% | 6.48% |
| 3Y Return (Ann) | 1.29% | 1.32% |
| 5Y Return (Ann) | 2.62% | 1.96% |
| 10Y Return (Ann) | 2.49% | 1.89% |
| Sharpe Ratio | 2.84 | 2.78 |
| Sortino Ratio | 4.46 | 4.93 |
| Omega Ratio | 1.57 | 1.67 |
| Calmar Ratio | 1.68 | 2.40 |
| Martin Ratio | 14.89 | 17.19 |
| Ulcer Index | 0.66% | 0.38% |
| Daily Std Dev | 3.43% | 2.33% |
| Max Drawdown | -18.76% | -6.32% |
| Current Drawdown | -1.16% | -0.63% |
Correlation
The correlation between BSIIX and ACSNX is 0.48, 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.
Performance
BSIIX vs. ACSNX - Performance Comparison
In the year-to-date period, BSIIX achieves a 4.92% return, which is significantly higher than ACSNX's 4.35% return. Over the past 10 years, BSIIX has outperformed ACSNX with an annualized return of 2.49%, while ACSNX has yielded a comparatively lower 1.89% 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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BSIIX vs. ACSNX - Expense Ratio Comparison
BSIIX has a 0.69% expense ratio, which is higher than ACSNX's 0.57% expense ratio.
Risk-Adjusted Performance
BSIIX vs. ACSNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and American Century Short Duration Fund (ACSNX). 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
BSIIX vs. ACSNX - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.64%, more than ACSNX's 4.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.64% | 4.43% | 3.22% | 2.29% | 2.69% | 3.39% | 3.31% | 3.47% | 2.92% | 2.24% | 2.44% | 2.63% |
ACSNX American Century Short Duration Fund | 4.50% | 4.23% | 2.17% | 1.61% | 1.52% | 2.57% | 2.52% | 1.93% | 1.63% | 1.73% | 1.82% | 1.22% |
Drawdowns
BSIIX vs. ACSNX - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.76%, which is greater than ACSNX's maximum drawdown of -6.32%. Use the drawdown chart below to compare losses from any high point for BSIIX and ACSNX. For additional features, visit the drawdowns tool.
Volatility
BSIIX vs. ACSNX - Volatility Comparison
BlackRock Strategic Income Opportunities Fund Class I (BSIIX) has a higher volatility of 0.84% compared to American Century Short Duration Fund (ACSNX) at 0.52%. This indicates that BSIIX's price experiences larger fluctuations and is considered to be riskier than ACSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.