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MAILX vs. FASGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MAILX vs. FASGX - Performance Comparison

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

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MAILX vs. FASGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MAILX
BlackRock International Fund of BlackRock Series, Inc.
-4.47%15.60%0.46%19.67%-24.24%9.32%21.82%31.77%-21.45%31.87%
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

In the year-to-date period, MAILX achieves a -4.47% return, which is significantly lower than FASGX's -2.99% return. Over the past 10 years, MAILX has underperformed FASGX with an annualized return of 6.75%, while FASGX has yielded a comparatively higher 8.70% annualized return.


MAILX

1D
-0.14%
1M
-12.16%
YTD
-4.47%
6M
-0.55%
1Y
9.26%
3Y*
6.50%
5Y*
0.18%
10Y*
6.75%

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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MAILX vs. FASGX - Expense Ratio Comparison

MAILX has a 0.65% expense ratio, which is lower than FASGX's 0.67% expense ratio.


Return for Risk

MAILX vs. FASGX — Risk / Return Rank

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

MAILX
MAILX Risk / Return Rank: 1919
Overall Rank
MAILX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
MAILX Sortino Ratio Rank: 1818
Sortino Ratio Rank
MAILX Omega Ratio Rank: 1818
Omega Ratio Rank
MAILX Calmar Ratio Rank: 1919
Calmar Ratio Rank
MAILX Martin Ratio Rank: 2020
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.

MAILX vs. FASGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock International Fund of BlackRock Series, Inc. (MAILX) 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.


MAILXFASGXDifference

Sharpe ratio

Return per unit of total volatility

0.51

1.21

-0.70

Sortino ratio

Return per unit of downside risk

0.78

1.73

-0.95

Omega ratio

Gain probability vs. loss probability

1.11

1.26

-0.15

Calmar ratio

Return relative to maximum drawdown

0.57

1.55

-0.98

Martin ratio

Return relative to average drawdown

2.14

6.89

-4.74

MAILX vs. FASGX - Sharpe Ratio Comparison

The current MAILX Sharpe Ratio is 0.51, which is lower than the FASGX Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of MAILX 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


MAILXFASGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

1.21

-0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.53

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.70

-0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.60

-0.39

Correlation

The correlation between MAILX and FASGX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

MAILX vs. FASGX - Dividend Comparison

MAILX's dividend yield for the trailing twelve months is around 1.88%, less than FASGX's 7.56% yield.


TTM20252024202320222021202020192018201720162015
MAILX
BlackRock International Fund of BlackRock Series, Inc.
1.88%1.79%0.90%1.08%1.13%7.30%0.33%1.11%1.83%1.39%1.62%0.65%
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

MAILX vs. FASGX - Drawdown Comparison

The maximum MAILX drawdown since its inception was -59.57%, which is greater than FASGX's maximum drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for MAILX and FASGX.


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Drawdown Indicators


MAILXFASGXDifference

Max Drawdown

Largest peak-to-trough decline

-59.57%

-47.35%

-12.22%

Max Drawdown (1Y)

Largest decline over 1 year

-12.34%

-9.07%

-3.27%

Max Drawdown (5Y)

Largest decline over 5 years

-41.68%

-23.54%

-18.14%

Max Drawdown (10Y)

Largest decline over 10 years

-41.68%

-27.20%

-14.48%

Current Drawdown

Current decline from peak

-12.34%

-7.95%

-4.39%

Average Drawdown

Average peak-to-trough decline

-16.22%

-6.74%

-9.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

2.04%

+1.22%

Volatility

MAILX vs. FASGX - Volatility Comparison

BlackRock International Fund of BlackRock Series, Inc. (MAILX) has a higher volatility of 7.08% compared to Fidelity Asset Manager 70% Fund (FASGX) at 4.57%. This indicates that MAILX's price experiences larger fluctuations and is considered to be riskier 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


MAILXFASGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.08%

4.57%

+2.51%

Volatility (6M)

Calculated over the trailing 6-month period

10.89%

7.78%

+3.11%

Volatility (1Y)

Calculated over the trailing 1-year period

16.54%

12.82%

+3.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.64%

12.14%

+5.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.27%

12.56%

+5.71%