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FRA vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between FRA and ^GSPC 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.


Performance

FRA vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Floating Rate Income Strategies Fund Inc (FRA) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FRA:

0.45

^GSPC:

0.61

Sortino Ratio

FRA:

0.67

^GSPC:

1.03

Omega Ratio

FRA:

1.11

^GSPC:

1.15

Calmar Ratio

FRA:

0.37

^GSPC:

0.67

Martin Ratio

FRA:

1.27

^GSPC:

2.57

Ulcer Index

FRA:

5.50%

^GSPC:

4.93%

Daily Std Dev

FRA:

15.35%

^GSPC:

19.67%

Max Drawdown

FRA:

-51.42%

^GSPC:

-56.78%

Current Drawdown

FRA:

-8.34%

^GSPC:

-4.88%

Returns By Period

In the year-to-date period, FRA achieves a -4.68% return, which is significantly lower than ^GSPC's -0.64% return. Over the past 10 years, FRA has underperformed ^GSPC with an annualized return of 6.83%, while ^GSPC has yielded a comparatively higher 10.70% annualized return.


FRA

YTD

-4.68%

1M

5.11%

6M

-5.05%

1Y

6.61%

5Y*

12.88%

10Y*

6.83%

^GSPC

YTD

-0.64%

1M

8.97%

6M

-2.52%

1Y

11.90%

5Y*

15.34%

10Y*

10.70%

*Annualized

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Risk-Adjusted Performance

FRA vs. ^GSPC — Risk-Adjusted Performance Rank

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

FRA
The Risk-Adjusted Performance Rank of FRA is 5353
Overall Rank
The Sharpe Ratio Rank of FRA is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of FRA is 5050
Sortino Ratio Rank
The Omega Ratio Rank of FRA is 5757
Omega Ratio Rank
The Calmar Ratio Rank of FRA is 5555
Calmar Ratio Rank
The Martin Ratio Rank of FRA is 4949
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 7777
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 7373
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 7474
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 8282
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FRA vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Floating Rate Income Strategies Fund Inc (FRA) and S&P 500 (^GSPC). 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.


The current FRA Sharpe Ratio is 0.45, which is comparable to the ^GSPC Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of FRA and ^GSPC, 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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Drawdowns

FRA vs. ^GSPC - Drawdown Comparison

The maximum FRA drawdown since its inception was -51.42%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for FRA and ^GSPC. For additional features, visit the drawdowns tool.


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Volatility

FRA vs. ^GSPC - Volatility Comparison

The current volatility for BlackRock Floating Rate Income Strategies Fund Inc (FRA) is 3.69%, while S&P 500 (^GSPC) has a volatility of 6.29%. This indicates that FRA experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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