BST vs. MFOCX
Compare and contrast key facts about BlackRock Science and Technology Trust (BST) and Marsico Focus Fund (MFOCX).
MFOCX is managed by Marsico Investment Fund. It was launched on Dec 31, 1997.
Performance
BST vs. MFOCX - Performance Comparison
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BST vs. MFOCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BST BlackRock Science and Technology Trust | -8.64% | 23.65% | 17.96% | 30.07% | -38.28% | -0.35% | 69.27% | 34.57% | 8.84% | 57.43% |
MFOCX Marsico Focus Fund | -7.57% | 12.47% | 49.61% | 45.25% | -33.36% | 20.23% | 47.52% | 32.33% | 0.23% | 34.20% |
Returns By Period
In the year-to-date period, BST achieves a -8.64% return, which is significantly lower than MFOCX's -7.57% return. Both investments have delivered pretty close results over the past 10 years, with BST having a 16.73% annualized return and MFOCX not far behind at 16.47%.
BST
- 1D
- 3.50%
- 1M
- -8.97%
- YTD
- -8.64%
- 6M
- -6.04%
- 1Y
- 22.64%
- 3Y*
- 14.09%
- 5Y*
- 0.29%
- 10Y*
- 16.73%
MFOCX
- 1D
- -0.92%
- 1M
- -9.25%
- YTD
- -7.57%
- 6M
- -7.93%
- 1Y
- 13.70%
- 3Y*
- 25.75%
- 5Y*
- 12.58%
- 10Y*
- 16.47%
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Return for Risk
BST vs. MFOCX — Risk / Return Rank
BST
MFOCX
BST vs. MFOCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust (BST) and Marsico Focus Fund (MFOCX). 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.
| BST | MFOCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.63 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.03 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.15 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.86 | +0.50 |
Martin ratioReturn relative to average drawdown | 4.44 | 3.23 | +1.21 |
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
| BST | MFOCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.63 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.56 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.75 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.49 | +0.06 |
Correlation
The correlation between BST and MFOCX is 0.74, 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
BST vs. MFOCX - Dividend Comparison
BST's dividend yield for the trailing twelve months is around 11.56%, less than MFOCX's 19.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BST BlackRock Science and Technology Trust | 11.56% | 10.36% | 8.21% | 8.91% | 10.57% | 5.38% | 3.85% | 10.52% | 6.41% | 4.80% | 6.69% | 6.93% |
MFOCX Marsico Focus Fund | 19.26% | 17.81% | 11.96% | 2.18% | 18.06% | 11.66% | 8.36% | 7.90% | 11.58% | 18.67% | 0.00% | 24.61% |
Drawdowns
BST vs. MFOCX - Drawdown Comparison
The maximum BST drawdown since its inception was -47.72%, smaller than the maximum MFOCX drawdown of -54.96%. Use the drawdown chart below to compare losses from any high point for BST and MFOCX.
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Drawdown Indicators
| BST | MFOCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.72% | -54.96% | +7.24% |
Max Drawdown (1Y)Largest decline over 1 year | -15.31% | -12.56% | -2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -47.72% | -36.76% | -10.96% |
Max Drawdown (10Y)Largest decline over 10 years | -47.72% | -36.76% | -10.96% |
Current DrawdownCurrent decline from peak | -12.35% | -10.44% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -13.14% | -15.00% | +1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 3.34% | +1.36% |
Volatility
BST vs. MFOCX - Volatility Comparison
BlackRock Science and Technology Trust (BST) has a higher volatility of 7.49% compared to Marsico Focus Fund (MFOCX) at 5.78%. This indicates that BST's price experiences larger fluctuations and is considered to be riskier than MFOCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BST | MFOCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 5.78% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 13.67% | 12.48% | +1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.03% | 22.08% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.46% | 22.53% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.59% | 21.93% | +3.66% |