HMEZX vs. BIMBX

In the year-to-date period, HMEZX achieves a 1.94% return, which is significantly lower than BIMBX's 2.57% return.

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HMEZX has a 1.50% expense ratio, which is higher than BIMBX's 0.98% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for NexPoint Merger Arbitrage Fund (HMEZX) and BlackRock Systematic Multi-Strategy Class I (BIMBX). 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 HMEZX Sharpe Ratio is 3.66, which is higher than the BIMBX Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of HMEZX and BIMBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HMEZX's dividend yield for the trailing twelve months is around 5.05%, more than BIMBX's 3.98% yield.

The maximum HMEZX drawdown since its inception was -8.00%, smaller than the maximum BIMBX drawdown of -8.73%. Use the drawdown chart below to compare losses from any high point for HMEZX and BIMBX. For additional features, visit the drawdowns tool.