LYFIX vs. SHSAX
Compare and contrast key facts about AlphaCentric LifeSci Healthcare Fund (LYFIX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX).
LYFIX is managed by AlphaCentric Funds. It was launched on Nov 28, 2019. SHSAX is managed by BlackRock. It was launched on Dec 20, 1999.
Performance
LYFIX vs. SHSAX - Performance Comparison
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LYFIX vs. SHSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LYFIX AlphaCentric LifeSci Healthcare Fund | -0.31% | 28.22% | -0.27% | 7.19% | -0.92% | -3.42% | 54.83% | 1.20% |
SHSAX BlackRock Health Sciences Opportunities Portfolio | -4.62% | 15.85% | 3.73% | 3.59% | -5.94% | 11.88% | 19.44% | 3.34% |
Returns By Period
In the year-to-date period, LYFIX achieves a -0.31% return, which is significantly higher than SHSAX's -4.62% return.
LYFIX
- 1D
- 4.07%
- 1M
- -3.00%
- YTD
- -0.31%
- 6M
- 16.38%
- 1Y
- 26.02%
- 3Y*
- 8.51%
- 5Y*
- 4.83%
- 10Y*
- —
SHSAX
- 1D
- 2.49%
- 1M
- -6.01%
- YTD
- -4.62%
- 6M
- 4.34%
- 1Y
- 8.48%
- 3Y*
- 6.77%
- 5Y*
- 4.48%
- 10Y*
- 9.98%
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LYFIX vs. SHSAX - Expense Ratio Comparison
LYFIX has a 1.40% expense ratio, which is higher than SHSAX's 1.09% expense ratio.
Return for Risk
LYFIX vs. SHSAX — Risk / Return Rank
LYFIX
SHSAX
LYFIX vs. SHSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AlphaCentric LifeSci Healthcare Fund (LYFIX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX). 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.
| LYFIX | SHSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.41 | +0.84 |
Sortino ratioReturn per unit of downside risk | 1.79 | 0.68 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.08 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 0.72 | +1.65 |
Martin ratioReturn relative to average drawdown | 5.75 | 1.68 | +4.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LYFIX | SHSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.41 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.32 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.73 | -0.21 |
Correlation
The correlation between LYFIX and SHSAX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LYFIX vs. SHSAX - Dividend Comparison
LYFIX's dividend yield for the trailing twelve months is around 1.79%, less than SHSAX's 11.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYFIX AlphaCentric LifeSci Healthcare Fund | 1.79% | 1.78% | 2.24% | 2.63% | 4.43% | 12.88% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SHSAX BlackRock Health Sciences Opportunities Portfolio | 11.15% | 10.63% | 9.18% | 3.84% | 7.44% | 9.20% | 4.34% | 3.89% | 8.56% | 3.53% | 2.43% | 12.58% |
Drawdowns
LYFIX vs. SHSAX - Drawdown Comparison
The maximum LYFIX drawdown since its inception was -35.33%, roughly equal to the maximum SHSAX drawdown of -35.49%. Use the drawdown chart below to compare losses from any high point for LYFIX and SHSAX.
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Drawdown Indicators
| LYFIX | SHSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.33% | -35.49% | +0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -9.47% | -9.87% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -32.45% | -17.99% | -14.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.36% | — |
Current DrawdownCurrent decline from peak | -3.88% | -7.37% | +3.49% |
Average DrawdownAverage peak-to-trough decline | -10.07% | -6.17% | -3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 4.23% | +0.01% |
Volatility
LYFIX vs. SHSAX - Volatility Comparison
AlphaCentric LifeSci Healthcare Fund (LYFIX) has a higher volatility of 7.96% compared to BlackRock Health Sciences Opportunities Portfolio (SHSAX) at 5.41%. This indicates that LYFIX's price experiences larger fluctuations and is considered to be riskier than SHSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LYFIX | SHSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 5.41% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 13.70% | 10.01% | +3.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.38% | 16.45% | +2.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.93% | 14.22% | +8.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.50% | 16.54% | +6.96% |