EIXIX vs. BGCIX
EIXIX (Catalyst Enhanced Income Strategy Fund) and BGCIX (BlackRock Global Long/Short Credit Fund) are both Nontraditional Bonds funds. Over the past 5 years, EIXIX returned -5.13%/yr vs 3.26%/yr for BGCIX. At a 0.20 correlation, their price movements are largely independent. EIXIX charges 1.50%/yr vs 1.12%/yr for BGCIX.
Performance
EIXIX vs. BGCIX - Performance Comparison
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Returns By Period
In the year-to-date period, EIXIX achieves a -9.53% return, which is significantly lower than BGCIX's 1.55% return.
EIXIX
- 1D
- -0.49%
- 1M
- -5.39%
- 6M
- -9.13%
- YTD
- -9.53%
- 1Y
- -15.80%
- 3Y*
- -6.26%
- 5Y*
- -5.13%
- 10Y*
- —
BGCIX
- 1D
- 0.00%
- 1M
- 0.22%
- 6M
- 1.32%
- YTD
- 1.55%
- 1Y
- 3.70%
- 3Y*
- 7.22%
- 5Y*
- 3.26%
- 10Y*
- 4.21%
EIXIX vs. BGCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | -9.53% | -8.86% | 0.88% | -2.09% | -6.82% | 4.55% | 6.18% | 15.84% |
BGCIX BlackRock Global Long/Short Credit Fund | 1.55% | 6.55% | 8.47% | 8.87% | -8.02% | 3.48% | 10.71% | 6.65% |
Correlation
The correlation between EIXIX and BGCIX is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jan 9, 2019 | 0.20 |
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Return for Risk
EIXIX vs. BGCIX — Risk / Return Rank
EIXIX
BGCIX
EIXIX vs. BGCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Enhanced Income Strategy Fund (EIXIX) and BlackRock Global Long/Short Credit Fund (BGCIX). 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.
| EIXIX | BGCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.00 | ||
| Sortino ratioReturn per unit of downside risk | -7.39 | ||
| Omega ratioGain probability vs. loss probability | 0.65 | 1.72 | -1.07 |
| Calmar ratioReturn relative to maximum drawdown | -1.01 | 3.75 | -4.76 |
| Martin ratioReturn relative to average drawdown | -2.21 | 15.71 | -17.92 |
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Drawdowns
EIXIX vs. BGCIX - Drawdown Comparison
The maximum EIXIX drawdown since its inception was -24.46%, which is greater than BGCIX's maximum drawdown of -10.37%. Use the drawdown chart below to compare losses from any high point for EIXIX and BGCIX.
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Drawdown Indicators
| EIXIX | BGCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.46% | -10.37% | -14.09% |
Max Drawdown (1Y)Largest decline over 1 year | -16.22% | -0.99% | -15.23% |
Max Drawdown (3Y)Largest decline over 3 years | -19.95% | -2.18% | -17.77% |
Max Drawdown (5Y)Largest decline over 5 years | -24.46% | -9.78% | -14.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -10.37% | — |
Current DrawdownCurrent decline from peak | -24.46% | -0.11% | -24.35% |
Average DrawdownAverage peak-to-trough decline | -5.60% | -1.26% | -4.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.39% | 0.24% | +7.15% |
Volatility
EIXIX vs. BGCIX - Volatility Comparison
Catalyst Enhanced Income Strategy Fund (EIXIX) has a higher volatility of 3.37% compared to BlackRock Global Long/Short Credit Fund (BGCIX) at 0.43%. This indicates that EIXIX's price experiences larger fluctuations and is considered to be riskier than BGCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIXIX | BGCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 0.43% | +2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 5.75% | 1.02% | +4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.33% | 1.34% | +5.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.62% | 1.90% | +2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.83% | 3.14% | +1.69% |
EIXIX vs. BGCIX - Expense Ratio Comparison
EIXIX has a 1.50% expense ratio, which is higher than BGCIX's 1.12% expense ratio.
Dividends
EIXIX vs. BGCIX - Dividend Comparison
EIXIX's dividend yield for the trailing twelve months is around 4.18%, less than BGCIX's 5.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGCIX BlackRock Global Long/Short Credit Fund | 5.74% | 5.83% | 7.13% | 3.33% | 8.25% | 3.57% | 9.87% | 3.75% | 6.01% | 1.16% | 0.00% | 5.11% |
EIXIX Catalyst Enhanced Income Strategy Fund | 4.18% | 7.24% | 9.31% | 8.57% | 6.68% | 7.11% | 5.65% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EIXIX and BGCIX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EIXIX has higher volatility (3.37%) compared to BGCIX (0.43%). In terms of maximum drawdown, EIXIX dropped -24.46% vs BGCIX's -10.37%.
BGCIX currently has the higher Sharpe Ratio (2.77 vs -2.23), 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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