CREDX vs. NASDX
Compare and contrast key facts about BlackRock Credit Strategies Fund (CREDX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
CREDX is managed by BlackRock. It was launched on Feb 27, 2019. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
CREDX vs. NASDX - Performance Comparison
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CREDX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CREDX BlackRock Credit Strategies Fund | -0.76% | 5.55% | 8.41% | 12.18% | -12.08% | 1.03% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -6.04% | 21.00% | 36.91% | 54.69% | -32.57% | 29.22% |
Returns By Period
In the year-to-date period, CREDX achieves a -0.76% return, which is significantly higher than NASDX's -6.04% return.
CREDX
- 1D
- -0.25%
- 1M
- -0.74%
- YTD
- -0.76%
- 6M
- -0.85%
- 1Y
- 3.98%
- 3Y*
- 7.17%
- 5Y*
- 2.17%
- 10Y*
- —
NASDX
- 1D
- 3.39%
- 1M
- -5.03%
- YTD
- -6.04%
- 6M
- -4.08%
- 1Y
- 22.65%
- 3Y*
- 25.90%
- 5Y*
- 14.78%
- 10Y*
- 19.48%
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CREDX vs. NASDX - Expense Ratio Comparison
CREDX has a 2.19% expense ratio, which is higher than NASDX's 0.63% expense ratio.
Return for Risk
CREDX vs. NASDX — Risk / Return Rank
CREDX
NASDX
CREDX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Credit Strategies Fund (CREDX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.
| CREDX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.04 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.63 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.87 | +0.16 |
Martin ratioReturn relative to average drawdown | 6.98 | 7.07 | -0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CREDX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.04 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.64 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.86 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.29 | +0.43 |
Correlation
The correlation between CREDX and NASDX is 0.33, 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
CREDX vs. NASDX - Dividend Comparison
CREDX's dividend yield for the trailing twelve months is around 8.45%, more than NASDX's 3.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CREDX BlackRock Credit Strategies Fund | 8.45% | 9.16% | 9.78% | 9.98% | 3.41% | 5.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.80% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
CREDX vs. NASDX - Drawdown Comparison
The maximum CREDX drawdown since its inception was -15.13%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for CREDX and NASDX.
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Drawdown Indicators
| CREDX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.13% | -83.16% | +68.03% |
Max Drawdown (1Y)Largest decline over 1 year | -2.04% | -12.70% | +10.66% |
Max Drawdown (5Y)Largest decline over 5 years | -15.13% | -35.33% | +20.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.33% | — |
Current DrawdownCurrent decline from peak | -1.45% | -8.91% | +7.46% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -34.59% | +30.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.63% | 3.37% | -2.74% |
Volatility
CREDX vs. NASDX - Volatility Comparison
The current volatility for BlackRock Credit Strategies Fund (CREDX) is 0.60%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 6.54%. This indicates that CREDX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CREDX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.60% | 6.54% | -5.94% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 12.89% | -10.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.46% | 22.75% | -19.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.38% | 23.07% | -19.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.34% | 22.63% | -19.29% |