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MAWIX vs. ASFYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MAWIX vs. ASFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Strategic Global Bond Fund (MAWIX) and AlphaSimplex Managed Futures Strategy Fund Class Y (ASFYX). The values are adjusted to include any dividend payments, if applicable.

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MAWIX vs. ASFYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MAWIX
BlackRock Strategic Global Bond Fund
-2.25%8.49%0.43%6.58%-15.37%-1.07%9.05%8.35%-0.81%7.31%
ASFYX
AlphaSimplex Managed Futures Strategy Fund Class Y
6.59%-9.67%-3.22%-10.33%35.67%3.52%13.59%8.99%-12.59%6.78%

Returns By Period

In the year-to-date period, MAWIX achieves a -2.25% return, which is significantly lower than ASFYX's 6.59% return. Over the past 10 years, MAWIX has underperformed ASFYX with an annualized return of 1.76%, while ASFYX has yielded a comparatively higher 1.87% annualized return.


MAWIX

1D
0.00%
1M
-4.39%
YTD
-2.25%
6M
-1.69%
1Y
4.18%
3Y*
3.66%
5Y*
-0.71%
10Y*
1.76%

ASFYX

1D
0.00%
1M
-1.55%
YTD
6.59%
6M
10.95%
1Y
3.41%
3Y*
-2.89%
5Y*
2.30%
10Y*
1.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MAWIX vs. ASFYX - Expense Ratio Comparison

MAWIX has a 0.57% expense ratio, which is lower than ASFYX's 1.47% expense ratio.


Return for Risk

MAWIX vs. ASFYX — Risk / Return Rank

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

MAWIX
MAWIX Risk / Return Rank: 4545
Overall Rank
MAWIX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
MAWIX Sortino Ratio Rank: 4949
Sortino Ratio Rank
MAWIX Omega Ratio Rank: 3838
Omega Ratio Rank
MAWIX Calmar Ratio Rank: 4242
Calmar Ratio Rank
MAWIX Martin Ratio Rank: 4545
Martin Ratio Rank

ASFYX
ASFYX Risk / Return Rank: 88
Overall Rank
ASFYX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
ASFYX Sortino Ratio Rank: 88
Sortino Ratio Rank
ASFYX Omega Ratio Rank: 88
Omega Ratio Rank
ASFYX Calmar Ratio Rank: 88
Calmar Ratio Rank
ASFYX Martin Ratio Rank: 77
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.

MAWIX vs. ASFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Strategic Global Bond Fund (MAWIX) and AlphaSimplex Managed Futures Strategy Fund Class Y (ASFYX). 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.


MAWIXASFYXDifference

Sharpe ratio

Return per unit of total volatility

0.97

0.18

+0.80

Sortino ratio

Return per unit of downside risk

1.38

0.30

+1.08

Omega ratio

Gain probability vs. loss probability

1.17

1.04

+0.13

Calmar ratio

Return relative to maximum drawdown

1.08

0.10

+0.98

Martin ratio

Return relative to average drawdown

4.52

0.16

+4.36

MAWIX vs. ASFYX - Sharpe Ratio Comparison

The current MAWIX Sharpe Ratio is 0.97, which is higher than the ASFYX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of MAWIX and ASFYX, 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


MAWIXASFYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

0.18

+0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.13

0.17

-0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.15

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.31

+0.31

Correlation

The correlation between MAWIX and ASFYX is 0.03, 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.


Dividends

MAWIX vs. ASFYX - Dividend Comparison

MAWIX's dividend yield for the trailing twelve months is around 4.21%, more than ASFYX's 1.43% yield.


TTM20252024202320222021202020192018201720162015
MAWIX
BlackRock Strategic Global Bond Fund
4.21%4.32%2.93%2.65%2.38%1.81%4.68%2.62%2.61%3.13%2.73%5.77%
ASFYX
AlphaSimplex Managed Futures Strategy Fund Class Y
1.43%1.52%1.46%0.99%32.48%6.07%3.40%5.51%1.30%0.07%0.01%5.06%

Drawdowns

MAWIX vs. ASFYX - Drawdown Comparison

The maximum MAWIX drawdown since its inception was -32.07%, smaller than the maximum ASFYX drawdown of -36.43%. Use the drawdown chart below to compare losses from any high point for MAWIX and ASFYX.


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Drawdown Indicators


MAWIXASFYXDifference

Max Drawdown

Largest peak-to-trough decline

-32.07%

-36.43%

+4.36%

Max Drawdown (1Y)

Largest decline over 1 year

-4.39%

-13.51%

+9.12%

Max Drawdown (5Y)

Largest decline over 5 years

-20.79%

-36.43%

+15.64%

Max Drawdown (10Y)

Largest decline over 10 years

-20.79%

-36.43%

+15.64%

Current Drawdown

Current decline from peak

-5.34%

-24.37%

+19.03%

Average Drawdown

Average peak-to-trough decline

-5.92%

-13.09%

+7.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.05%

8.72%

-7.67%

Volatility

MAWIX vs. ASFYX - Volatility Comparison

The current volatility for BlackRock Strategic Global Bond Fund (MAWIX) is 1.85%, while AlphaSimplex Managed Futures Strategy Fund Class Y (ASFYX) has a volatility of 3.86%. This indicates that MAWIX experiences smaller price fluctuations and is considered to be less risky than ASFYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MAWIXASFYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.85%

3.86%

-2.01%

Volatility (6M)

Calculated over the trailing 6-month period

2.90%

10.01%

-7.11%

Volatility (1Y)

Calculated over the trailing 1-year period

4.49%

13.02%

-8.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.29%

13.68%

-8.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.81%

12.68%

-7.87%