CREDX vs. TFLIX
CREDX (BlackRock Credit Strategies Fund) and TFLIX (Transamerica Floating Rate Fund) are both Bank Loan funds. Over the past 5 years, CREDX returned 2.78%/yr vs 4.34%/yr for TFLIX. Their 0.50 correlation means their historical movements had little consistent relationship. CREDX charges 2.19%/yr vs 0.80%/yr for TFLIX.
Performance
CREDX vs. TFLIX - Performance Comparison
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Returns By Period
In the year-to-date period, CREDX achieves a 2.31% return, which is significantly higher than TFLIX's 1.77% return.
CREDX
- 1D
- 0.13%
- 1M
- 0.13%
- 6M
- 1.79%
- YTD
- 2.31%
- 1Y
- 4.23%
- 3Y*
- 7.12%
- 5Y*
- 2.78%
- 10Y*
- —
- ALL TIME*
- 2.81%
TFLIX
- 1D
- 0.12%
- 1M
- 0.00%
- 6M
- 1.78%
- YTD
- 1.77%
- 1Y
- 3.53%
- 3Y*
- 5.89%
- 5Y*
- 4.34%
- 10Y*
- 3.91%
- ALL TIME*
- 3.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CREDX vs. TFLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CREDX BlackRock Credit Strategies Fund | 2.31% | 5.55% | 8.41% | 12.18% | -12.08% | 1.03% |
TFLIX Transamerica Floating Rate Fund | 1.77% | 5.34% | 8.07% | 8.15% | -2.55% | 3.88% |
Correlation
The correlation between CREDX and TFLIX is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.48 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.51 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2021 | 0.50 |
The correlation between CREDX and TFLIX shifts across timeframes, from 0.48 (3 years) to 0.61 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CREDX vs. TFLIX — Risk / Return Rank
CREDX
TFLIX
CREDX vs. TFLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Credit Strategies Fund (CREDX) and Transamerica Floating Rate Fund (TFLIX). 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.
| CREDX | TFLIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.57 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.68 | 4.39 | -0.71 |
| Martin ratioReturn relative to average drawdown | 9.97 | 12.81 | -2.85 |
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Drawdowns
CREDX vs. TFLIX - Drawdown Comparison
The maximum CREDX drawdown since its inception was -15.13%, smaller than the maximum TFLIX drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for CREDX and TFLIX.
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Drawdown Indicators
| CREDX | TFLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.13% | -17.79% | +2.66% |
Max Drawdown (1Y)Largest decline over 1 year | -1.33% | -0.93% | -0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -2.47% | -2.57% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -15.13% | -6.26% | -8.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.79% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.12% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -3.68% | -0.79% | -2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.49% | 0.32% | +0.17% |
Volatility
CREDX vs. TFLIX - Volatility Comparison
BlackRock Credit Strategies Fund (CREDX) has a higher volatility of 0.36% compared to Transamerica Floating Rate Fund (TFLIX) at 0.29%. This indicates that CREDX's price experiences larger fluctuations and is considered to be riskier than TFLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CREDX | TFLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.36% | 0.29% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 1.89% | 1.72% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.19% | 2.46% | +0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.42% | 2.71% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.30% | 3.33% | -0.03% |
CREDX vs. TFLIX - Expense Ratio Comparison
CREDX has a 2.19% expense ratio, which is higher than TFLIX's 0.80% expense ratio.
Dividends
CREDX vs. TFLIX - Dividend Comparison
CREDX's dividend yield for the trailing twelve months is around 8.45%, more than TFLIX's 6.84% yield.
| Position | 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% |
TFLIX Transamerica Floating Rate Fund | 6.84% | 7.86% | 7.84% | 6.21% | 3.58% | 3.06% | 3.78% | 5.20% | 4.91% | 4.06% | 4.42% | 3.92% |
Frequently Asked Questions
CREDX and TFLIX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CREDX has higher volatility (0.36%) compared to TFLIX (0.29%). In terms of maximum drawdown, CREDX dropped -15.13% vs TFLIX's -17.79%.
TFLIX currently has the higher Sharpe Ratio (1.66 vs 1.54), 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.
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