BXDC vs. AGNC

Last updated Jul 11, 2026

BXDC (Blackstone Digital Infrastructure Trust Inc.) and AGNC (AGNC Investment Corp.) are both stocks. Both are in the Real Estate sector — BXDC in REIT - Specialty, AGNC in REIT - Mortgage. At a 0.14 correlation, their price movements are largely independent.

Performance

BXDC vs. AGNC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blackstone Digital Infrastructure Trust Inc. (BXDC) and AGNC Investment Corp. (AGNC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BXDC

• 1D: 1.52%
• 1M: -4.21%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AGNC

• 1D: 0.54%
• 1M: 9.14%
• 6M: 4.24%
• YTD: 10.95%
• 1Y: 35.95%
• 3Y*: 20.28%
• 5Y*: 5.55%
• 10Y*: 7.08%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BXDC vs. AGNC - Yearly Performance Comparison

	2026 (YTD)
BXDC Blackstone Digital Infrastructure Trust Inc.	6.90%
AGNC AGNC Investment Corp.	7.08%

Correlation

The correlation between BXDC and AGNC is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 14, 2026	0.14

Fundamentals

Market Cap BXDC : $2.15B AGNC : $12.78B

Return for Risk

BXDC vs. AGNC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BXDC

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AGNC

AGNC Risk / Return Rank: 83
AGNC Sharpe Ratio Rank: 89
AGNC Sortino Ratio Rank: 86
AGNC Omega Ratio Rank: 84
AGNC Calmar Ratio Rank: 78
AGNC Martin Ratio Rank: 80

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BXDC vs. AGNC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blackstone Digital Infrastructure Trust Inc. (BXDC) and AGNC Investment Corp. (AGNC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BXDC	AGNC	Difference
Sharpe ratio: Return per unit of total volatility	—	1.78	—
Sortino ratio: Return per unit of downside risk	—	2.43	—
Omega ratio: Gain probability vs. loss probability	—	1.30	—
Calmar ratio: Return relative to maximum drawdown	—	1.89	—
Martin ratio: Return relative to average drawdown	—	5.29	—

Drawdowns

BXDC vs. AGNC - Drawdown Comparison

The maximum BXDC drawdown since its inception was -7.92%, smaller than the maximum AGNC drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for BXDC and AGNC.

Drawdown Indicators

	BXDC	AGNC	Difference
Max Drawdown Largest peak-to-trough decline	-7.92%	-54.56%	+46.64%
Max Drawdown (1Y) Largest decline over 1 year	—	-18.71%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-31.04%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-50.28%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-54.56%	—
Current Drawdown Current decline from peak	-4.30%	-2.27%	-2.03%
Average Drawdown Average peak-to-trough decline	-2.56%	-13.53%	+10.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.68%	—

Volatility

Volatility by Period

	BXDC	AGNC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.66%	—
Volatility (6M) Calculated over the trailing 6-month period	—	16.46%	—
Volatility (1Y) Calculated over the trailing 1-year period	37.88%	19.88%	+18.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.88%	25.76%	+12.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.88%	25.42%	+12.46%

Dividends

BXDC vs. AGNC - Dividend Comparison

BXDC has not paid dividends to shareholders, while AGNC's dividend yield for the trailing twelve months is around 12.94%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGNC AGNC Investment Corp.	12.94%	13.43%	15.64%	14.68%	13.91%	9.57%	10.00%	11.31%	12.31%	10.70%	12.69%	14.30%
BXDC Blackstone Digital Infrastructure Trust Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both BXDC and AGNC in my portfolio?

BXDC and AGNC have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.