COAGX vs. BDMIX

Last updated Apr 3, 2026

Compare and contrast key facts about Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).

COAGX is managed by Caldwell & Orkin. It was launched on Aug 23, 1992. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.

Performance

COAGX vs. BDMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). The values are adjusted to include any dividend payments, if applicable.

COAGX vs. BDMIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
COAGX Caldwell & Orkin - Gator Capital Long/Short Fund	3.61%	17.44%	35.58%	31.98%	-7.18%	27.17%	11.06%	24.20%	-15.53%	0.93%
BDMIX BlackRock Global Long/Short Equity Fund Class I	5.01%	18.30%	21.39%	14.55%	1.80%	3.34%	0.29%	-0.85%	2.20%	12.85%

Returns By Period

COAGX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDMIX

• 1D: 0.66%
• 1M: 2.48%
• YTD: 5.01%
• 6M: 10.37%
• 1Y: 17.85%
• 3Y*: 19.12%
• 5Y*: 11.52%
• 10Y*: 7.36%

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

COAGX vs. BDMIX - Expense Ratio Comparison

COAGX has a 2.00% expense ratio, which is higher than BDMIX's 1.57% expense ratio.

COAGX

Caldwell & Orkin - Gator Capital Long/Short Fund

BDMIX

BlackRock Global Long/Short Equity Fund Class I

Return for Risk

COAGX vs. BDMIX — Risk / Return Rank

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

BDMIX

BDMIX Risk / Return Rank: 96
BDMIX Sharpe Ratio Rank: 97
BDMIX Sortino Ratio Rank: 97
BDMIX Omega Ratio Rank: 94
BDMIX Calmar Ratio Rank: 98
BDMIX Martin Ratio Rank: 95

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.

COAGX vs. BDMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.

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

Sharpe Ratios by Period

	COAGX	BDMIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.61	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.78	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.28	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.16	—

Correlation

The correlation between COAGX and BDMIX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

COAGX vs. BDMIX - Dividend Comparison

COAGX has not paid dividends to shareholders, while BDMIX's dividend yield for the trailing twelve months is around 8.51%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
COAGX Caldwell & Orkin - Gator Capital Long/Short Fund	0.00%	0.00%	0.81%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	5.81%
BDMIX BlackRock Global Long/Short Equity Fund Class I	8.51%	8.94%	13.26%	7.42%	0.00%	1.23%	0.30%	6.78%	0.94%	0.00%	0.00%	1.86%

Drawdowns

Drawdown Indicators

	COAGX	BDMIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-11.89%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-3.60%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-7.45%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-9.44%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-2.71%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.30%	—

Volatility

Volatility by Period

	COAGX	BDMIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.79%	—
Volatility (6M) Calculated over the trailing 6-month period	—	4.82%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	6.91%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	6.51%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	5.77%	—