CCIF vs. BSTZ
CCIF (Carlyle Credit Income Fund) is Intermediate Core Bond fund actively managed by Carlyle, while BSTZ (BlackRock Science and Technology Term Trust) is a stock. Over the past 5 years, CCIF returned -7.85%/yr vs 3.54%/yr for BSTZ. Their 0.17 correlation means their historical movements had little consistent relationship.
Performance
CCIF vs. BSTZ - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CCIF achieves a -27.42% return, which is significantly lower than BSTZ's 31.54% return.
CCIF
- 1D
- 1.82%
- 1M
- 2.21%
- 6M
- -26.29%
- YTD
- -27.42%
- 1Y
- -32.20%
- 3Y*
- -13.25%
- 5Y*
- -7.85%
- 10Y*
- —
- ALL TIME*
- -5.90%
BSTZ
- 1D
- 1.75%
- 1M
- -2.73%
- 6M
- 31.94%
- YTD
- 31.54%
- 1Y
- 48.48%
- 3Y*
- 27.39%
- 5Y*
- 3.54%
- 10Y*
- —
- ALL TIME*
- 14.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.36M | $5.75M | $6.87M | |
| $341.97K | $279.28K | $351.59K |
CCIF vs. BSTZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CCIF Carlyle Credit Income Fund | -27.42% | -27.64% | 16.37% | 14.50% | -6.37% | 12.67% | 0.51% | 18.79% |
BSTZ BlackRock Science and Technology Term Trust | 31.54% | 25.06% | 37.49% | 18.72% | -55.34% | 12.71% | 87.46% | 5.04% |
Correlation
The correlation between CCIF and BSTZ is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2019 | 0.17 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CCIF vs. BSTZ — Risk / Return Rank
CCIF
BSTZ
CCIF vs. BSTZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carlyle Credit Income Fund (CCIF) and BlackRock Science and Technology Term Trust (BSTZ). 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.
| CCIF | BSTZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.87 | ||
| Sortino ratioReturn per unit of downside risk | -3.80 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.30 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 3.08 | -3.87 |
| Martin ratioReturn relative to average drawdown | -1.28 | 11.02 | -12.30 |
Loading charts...
Drawdowns
CCIF vs. BSTZ - Drawdown Comparison
The maximum CCIF drawdown since its inception was -53.23%, smaller than the maximum BSTZ drawdown of -60.51%. Use the drawdown chart below to compare losses from any high point for CCIF and BSTZ.
Loading charts...
Drawdown Indicators
| CCIF | BSTZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.23% | -60.51% | +7.28% |
Max Drawdown (1Y)Largest decline over 1 year | -41.95% | -15.70% | -26.25% |
Max Drawdown (3Y)Largest decline over 3 years | -53.23% | -25.31% | -27.92% |
Max Drawdown (5Y)Largest decline over 5 years | -53.23% | -60.51% | +7.28% |
Current DrawdownCurrent decline from peak | -49.87% | -9.76% | -40.11% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -27.10% | +14.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.03% | 4.37% | +21.66% |
Volatility
CCIF vs. BSTZ - Volatility Comparison
The current volatility for Carlyle Credit Income Fund (CCIF) is 5.60%, while BlackRock Science and Technology Term Trust (BSTZ) has a volatility of 11.22%. This indicates that CCIF experiences smaller price fluctuations and is considered to be less risky than BSTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CCIF | BSTZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 11.22% | -5.62% |
Volatility (6M)Calculated over the trailing 6-month period | 26.36% | 24.68% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.64% | 27.75% | +1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.44% | 28.28% | -7.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.39% | 30.47% | -5.08% |
Dividends
CCIF vs. BSTZ - Dividend Comparison
CCIF's dividend yield for the trailing twelve months is around 42.45%, more than BSTZ's 8.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Term Trust | 8.49% | 12.46% | 9.75% | 10.90% | 14.73% | 5.14% | 3.42% | 2.44% |
CCIF Carlyle Credit Income Fund | 42.45% | 26.87% | 15.73% | 23.58% | 9.96% | 8.55% | 6.09% | 3.77% |
Frequently Asked Questions
CCIF and BSTZ have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSTZ has higher volatility (11.22%) compared to CCIF (5.60%). In terms of maximum drawdown, CCIF dropped -53.23% vs BSTZ's -60.51%.
BSTZ currently has the higher Sharpe Ratio (1.74 vs -1.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CCIF and BSTZ
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer