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DSU vs. FASGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DSU vs. FASGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Debt Strategies Fund, Inc. (DSU) and Fidelity Asset Manager 70% Fund (FASGX). The values are adjusted to include any dividend payments, if applicable.

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DSU vs. FASGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DSU
BlackRock Debt Strategies Fund, Inc.
-2.96%5.97%11.13%30.34%-15.51%19.36%1.60%23.84%-10.04%10.68%
FASGX
Fidelity Asset Manager 70% Fund
-2.99%18.23%10.81%16.45%-16.83%13.98%17.19%22.81%-7.65%17.34%

Returns By Period

The year-to-date returns for both stocks are quite close, with DSU having a -2.96% return and FASGX slightly lower at -2.99%. Over the past 10 years, DSU has underperformed FASGX with an annualized return of 8.10%, while FASGX has yielded a comparatively higher 8.70% annualized return.


DSU

1D
1.91%
1M
-2.04%
YTD
-2.96%
6M
-4.26%
1Y
3.08%
3Y*
12.06%
5Y*
7.09%
10Y*
8.10%

FASGX

1D
-0.24%
1M
-7.42%
YTD
-2.99%
6M
-0.12%
1Y
15.54%
3Y*
11.72%
5Y*
6.38%
10Y*
8.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DSU vs. FASGX - Expense Ratio Comparison

DSU has a 2.47% expense ratio, which is higher than FASGX's 0.67% expense ratio.


Return for Risk

DSU vs. FASGX — Risk / Return Rank

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

DSU
DSU Risk / Return Rank: 1111
Overall Rank
DSU Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
DSU Sortino Ratio Rank: 99
Sortino Ratio Rank
DSU Omega Ratio Rank: 1212
Omega Ratio Rank
DSU Calmar Ratio Rank: 1010
Calmar Ratio Rank
DSU Martin Ratio Rank: 1212
Martin Ratio Rank

FASGX
FASGX Risk / Return Rank: 7070
Overall Rank
FASGX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FASGX Sortino Ratio Rank: 7171
Sortino Ratio Rank
FASGX Omega Ratio Rank: 6969
Omega Ratio Rank
FASGX Calmar Ratio Rank: 6969
Calmar Ratio Rank
FASGX Martin Ratio Rank: 7272
Martin Ratio Rank
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.

DSU vs. FASGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Debt Strategies Fund, Inc. (DSU) and Fidelity Asset Manager 70% Fund (FASGX). 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.


DSUFASGXDifference

Sharpe ratio

Return per unit of total volatility

0.23

1.21

-0.98

Sortino ratio

Return per unit of downside risk

0.39

1.73

-1.34

Omega ratio

Gain probability vs. loss probability

1.07

1.26

-0.18

Calmar ratio

Return relative to maximum drawdown

0.18

1.55

-1.37

Martin ratio

Return relative to average drawdown

1.01

6.89

-5.88

DSU vs. FASGX - Sharpe Ratio Comparison

The current DSU Sharpe Ratio is 0.23, which is lower than the FASGX Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of DSU and FASGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DSUFASGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.23

1.21

-0.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

0.53

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.70

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.60

-0.37

Correlation

The correlation between DSU and FASGX is 0.34, 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

DSU vs. FASGX - Dividend Comparison

DSU's dividend yield for the trailing twelve months is around 12.35%, more than FASGX's 7.56% yield.


TTM20252024202320222021202020192018201720162015
DSU
BlackRock Debt Strategies Fund, Inc.
12.35%11.64%11.01%9.70%7.56%6.21%7.96%7.43%8.41%6.98%6.60%8.07%
FASGX
Fidelity Asset Manager 70% Fund
7.56%7.33%4.60%1.72%6.69%2.73%2.20%5.19%6.31%2.75%0.20%5.58%

Drawdowns

DSU vs. FASGX - Drawdown Comparison

The maximum DSU drawdown since its inception was -72.03%, which is greater than FASGX's maximum drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for DSU and FASGX.


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Drawdown Indicators


DSUFASGXDifference

Max Drawdown

Largest peak-to-trough decline

-72.03%

-47.35%

-24.68%

Max Drawdown (1Y)

Largest decline over 1 year

-12.55%

-9.07%

-3.48%

Max Drawdown (5Y)

Largest decline over 5 years

-24.23%

-23.54%

-0.69%

Max Drawdown (10Y)

Largest decline over 10 years

-45.36%

-27.20%

-18.16%

Current Drawdown

Current decline from peak

-4.83%

-7.95%

+3.12%

Average Drawdown

Average peak-to-trough decline

-11.67%

-6.74%

-4.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.28%

2.04%

+0.24%

Volatility

DSU vs. FASGX - Volatility Comparison

The current volatility for BlackRock Debt Strategies Fund, Inc. (DSU) is 4.16%, while Fidelity Asset Manager 70% Fund (FASGX) has a volatility of 4.57%. This indicates that DSU experiences smaller price fluctuations and is considered to be less risky than FASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DSUFASGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.16%

4.57%

-0.41%

Volatility (6M)

Calculated over the trailing 6-month period

6.52%

7.78%

-1.26%

Volatility (1Y)

Calculated over the trailing 1-year period

13.36%

12.82%

+0.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.74%

12.14%

-0.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.90%

12.56%

+3.34%