BST vs. MFOCX

In the year-to-date period, BST achieves a 2.60% return, which is significantly higher than MFOCX's 1.36% return. Over the past 10 years, BST has outperformed MFOCX with an annualized return of 15.74%, while MFOCX has yielded a comparatively lower 3.74% annualized return.

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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.

The current BST Sharpe Ratio is 0.37, which is comparable to the MFOCX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of BST and MFOCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BST's dividend yield for the trailing twelve months is around 8.29%, while MFOCX has not paid dividends to shareholders.

The maximum BST drawdown since its inception was -46.58%, smaller than the maximum MFOCX drawdown of -58.67%. Use the drawdown chart below to compare losses from any high point for BST and MFOCX. For additional features, visit the drawdowns tool.

BlackRock Science and Technology Trust (BST) has a higher volatility of 7.30% compared to Marsico Focus Fund (MFOCX) at 6.43%. 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.