Correlation
The correlation between CTRZX and VOO is 0.00, 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.
CTRZX vs. VOO
Compare and contrast key facts about Multi-Manager Total Return Bond Strategies Fund (CTRZX) and Vanguard S&P 500 ETF (VOO).
CTRZX is managed by Blackrock. It was launched on Jan 3, 2017. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CTRZX or VOO.
Performance
CTRZX vs. VOO - Performance Comparison
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Key characteristics
CTRZX:
1.12
VOO:
0.74
CTRZX:
1.65
VOO:
1.04
CTRZX:
1.20
VOO:
1.15
CTRZX:
0.52
VOO:
0.68
CTRZX:
2.88
VOO:
2.58
CTRZX:
2.13%
VOO:
4.93%
CTRZX:
5.55%
VOO:
19.54%
CTRZX:
-19.20%
VOO:
-33.99%
CTRZX:
-6.02%
VOO:
-3.55%
Returns By Period
In the year-to-date period, CTRZX achieves a 2.08% return, which is significantly higher than VOO's 0.90% return.
CTRZX
2.08%
-1.04%
0.47%
6.15%
1.73%
-0.31%
N/A
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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CTRZX vs. VOO - Expense Ratio Comparison
CTRZX has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CTRZX vs. VOO — Risk-Adjusted Performance Rank
CTRZX
VOO
CTRZX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Multi-Manager Total Return Bond Strategies Fund (CTRZX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
CTRZX vs. VOO - Dividend Comparison
CTRZX's dividend yield for the trailing twelve months is around 4.61%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRZX Multi-Manager Total Return Bond Strategies Fund | 4.61% | 4.61% | 4.20% | 2.89% | 2.14% | 4.69% | 3.34% | 2.90% | 2.22% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CTRZX vs. VOO - Drawdown Comparison
The maximum CTRZX drawdown since its inception was -19.20%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CTRZX and VOO.
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Volatility
CTRZX vs. VOO - Volatility Comparison
The current volatility for Multi-Manager Total Return Bond Strategies Fund (CTRZX) is 1.56%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that CTRZX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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