BSIIX vs. FSRIX
Compare and contrast key facts about BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and Fidelity Advisor Strategic Income Fund Class I (FSRIX).
BSIIX is managed by BlackRock. It was launched on Feb 5, 2008. FSRIX is managed by Fidelity. It was launched on Jul 3, 1995.
Performance
BSIIX vs. FSRIX - Performance Comparison
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BSIIX vs. FSRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | -0.96% | 8.59% | 5.22% | 6.18% | -6.14% | 0.80% | 7.22% | 7.65% | -0.42% | 4.89% |
FSRIX Fidelity Advisor Strategic Income Fund Class I | -0.90% | 8.97% | 6.02% | 9.51% | -11.91% | 3.50% | 7.50% | 11.01% | -2.70% | 8.08% |
Returns By Period
In the year-to-date period, BSIIX achieves a -0.96% return, which is significantly lower than FSRIX's -0.90% return. Over the past 10 years, BSIIX has underperformed FSRIX with an annualized return of 3.62%, while FSRIX has yielded a comparatively higher 4.24% annualized return.
BSIIX
- 1D
- 0.21%
- 1M
- -2.64%
- YTD
- -0.96%
- 6M
- 0.50%
- 1Y
- 5.73%
- 3Y*
- 5.74%
- 5Y*
- 2.54%
- 10Y*
- 3.62%
FSRIX
- 1D
- 0.00%
- 1M
- -2.70%
- YTD
- -0.90%
- 6M
- 0.46%
- 1Y
- 7.05%
- 3Y*
- 6.73%
- 5Y*
- 2.78%
- 10Y*
- 4.24%
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BSIIX vs. FSRIX - Expense Ratio Comparison
BSIIX has a 0.69% expense ratio, which is lower than FSRIX's 0.71% expense ratio.
Return for Risk
BSIIX vs. FSRIX — Risk / Return Rank
BSIIX
FSRIX
BSIIX vs. FSRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and Fidelity Advisor Strategic Income Fund Class I (FSRIX). 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.
| BSIIX | FSRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.10 | 2.12 | -0.02 |
Sortino ratioReturn per unit of downside risk | 3.06 | 2.94 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.42 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.75 | -0.55 |
Martin ratioReturn relative to average drawdown | 9.63 | 10.91 | -1.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSIIX | FSRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 2.12 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.63 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 0.96 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.28 | 0.52 | +0.76 |
Correlation
The correlation between BSIIX and FSRIX is 0.64, 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.
Dividends
BSIIX vs. FSRIX - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.79%, more than FSRIX's 4.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.79% | 5.07% | 4.75% | 3.33% | 3.58% | 2.98% | 2.92% | 3.54% | 3.32% | 3.45% | 2.91% | 3.19% |
FSRIX Fidelity Advisor Strategic Income Fund Class I | 4.03% | 4.29% | 4.16% | 4.28% | 2.91% | 4.18% | 4.53% | 4.30% | 3.74% | 4.17% | 3.75% | 3.09% |
Drawdowns
BSIIX vs. FSRIX - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.76%, smaller than the maximum FSRIX drawdown of -22.98%. Use the drawdown chart below to compare losses from any high point for BSIIX and FSRIX.
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Drawdown Indicators
| BSIIX | FSRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.76% | -22.98% | +4.22% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -2.70% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -9.13% | -15.99% | +6.86% |
Max Drawdown (10Y)Largest decline over 10 years | -9.91% | -15.99% | +6.08% |
Current DrawdownCurrent decline from peak | -2.64% | -2.70% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -1.82% | -4.72% | +2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.68% | -0.03% |
Volatility
BSIIX vs. FSRIX - Volatility Comparison
The current volatility for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) is 1.21%, while Fidelity Advisor Strategic Income Fund Class I (FSRIX) has a volatility of 1.57%. This indicates that BSIIX experiences smaller price fluctuations and is considered to be less risky than FSRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSIIX | FSRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 1.57% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 1.98% | 2.41% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.89% | 3.57% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.58% | 4.44% | -0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.11% | 4.43% | -1.32% |