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BSTZ vs. BST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BSTZ and BST is 0.75, 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.


-0.50.00.51.00.7

Performance

BSTZ vs. BST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Science and Technology Trust II (BSTZ) and BlackRock Science and Technology Trust (BST). The values are adjusted to include any dividend payments, if applicable.

30.00%40.00%50.00%60.00%70.00%80.00%JulyAugustSeptemberOctoberNovemberDecember
67.78%
76.01%
BSTZ
BST

Key characteristics

Sharpe Ratio

BSTZ:

1.92

BST:

0.95

Sortino Ratio

BSTZ:

2.62

BST:

1.33

Omega Ratio

BSTZ:

1.32

BST:

1.17

Calmar Ratio

BSTZ:

0.75

BST:

0.54

Martin Ratio

BSTZ:

7.91

BST:

3.11

Ulcer Index

BSTZ:

4.94%

BST:

5.37%

Daily Std Dev

BSTZ:

20.39%

BST:

17.68%

Max Drawdown

BSTZ:

-59.31%

BST:

-46.58%

Current Drawdown

BSTZ:

-31.30%

BST:

-16.89%

Fundamentals

Returns By Period

In the year-to-date period, BSTZ achieves a 39.50% return, which is significantly higher than BST's 17.65% return.


BSTZ

YTD

39.50%

1M

2.09%

6M

14.53%

1Y

37.20%

5Y*

10.18%

10Y*

N/A

BST

YTD

17.65%

1M

1.14%

6M

1.99%

1Y

15.72%

5Y*

10.60%

10Y*

15.39%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

BSTZ vs. BST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust II (BSTZ) and BlackRock Science and Technology Trust (BST). 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.


Sharpe ratio
The chart of Sharpe ratio for BSTZ, currently valued at 1.92, compared to the broader market-4.00-2.000.002.001.920.95
The chart of Sortino ratio for BSTZ, currently valued at 2.62, compared to the broader market-4.00-2.000.002.004.002.621.33
The chart of Omega ratio for BSTZ, currently valued at 1.32, compared to the broader market0.501.001.502.001.321.17
The chart of Calmar ratio for BSTZ, currently valued at 0.75, compared to the broader market0.002.004.006.000.750.54
The chart of Martin ratio for BSTZ, currently valued at 7.91, compared to the broader market-5.000.005.0010.0015.0020.0025.007.913.11
BSTZ
BST

The current BSTZ Sharpe Ratio is 1.92, which is higher than the BST Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of BSTZ and BST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.92
0.95
BSTZ
BST

Dividends

BSTZ vs. BST - Dividend Comparison

BSTZ's dividend yield for the trailing twelve months is around 9.60%, more than BST's 8.23% yield.


TTM2023202220212020201920182017201620152014
BSTZ
BlackRock Science and Technology Trust II
9.60%10.89%14.73%7.92%3.42%2.44%0.00%0.00%0.00%0.00%0.00%
BST
BlackRock Science and Technology Trust
8.23%8.91%10.57%8.53%3.85%5.46%6.41%4.80%6.69%6.93%0.57%

Drawdowns

BSTZ vs. BST - Drawdown Comparison

The maximum BSTZ drawdown since its inception was -59.31%, which is greater than BST's maximum drawdown of -46.58%. Use the drawdown chart below to compare losses from any high point for BSTZ and BST. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%JulyAugustSeptemberOctoberNovemberDecember
-31.30%
-16.89%
BSTZ
BST

Volatility

BSTZ vs. BST - Volatility Comparison

BlackRock Science and Technology Trust II (BSTZ) has a higher volatility of 6.70% compared to BlackRock Science and Technology Trust (BST) at 4.56%. This indicates that BSTZ's price experiences larger fluctuations and is considered to be riskier than BST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
6.70%
4.56%
BSTZ
BST

Financials

BSTZ vs. BST - Financials Comparison

This section allows you to compare key financial metrics between BlackRock Science and Technology Trust II and BlackRock Science and Technology Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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