MAWIX vs. WFSPX
Compare and contrast key facts about BlackRock Strategic Global Bond Fund (MAWIX) and iShares S&P 500 Index Fund (WFSPX).
MAWIX is managed by BlackRock. It was launched on Sep 28, 1988. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
MAWIX vs. WFSPX - Performance Comparison
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MAWIX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, MAWIX achieves a -2.25% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, MAWIX has underperformed WFSPX with an annualized return of 1.76%, while WFSPX has yielded a comparatively higher 13.63% 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%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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MAWIX vs. WFSPX - Expense Ratio Comparison
MAWIX has a 0.57% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
MAWIX vs. WFSPX — Risk / Return Rank
MAWIX
WFSPX
MAWIX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Strategic Global Bond Fund (MAWIX) and iShares S&P 500 Index Fund (WFSPX). 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.
| MAWIX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.84 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.30 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.06 | +0.03 |
Martin ratioReturn relative to average drawdown | 4.52 | 5.13 | -0.61 |
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
| MAWIX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.84 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 0.68 | -0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.76 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.13 | +0.49 |
Correlation
The correlation between MAWIX and WFSPX is 0.13, 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. WFSPX - Dividend Comparison
MAWIX's dividend yield for the trailing twelve months is around 4.21%, more than WFSPX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
MAWIX vs. WFSPX - Drawdown Comparison
The maximum MAWIX drawdown since its inception was -32.07%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for MAWIX and WFSPX.
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Drawdown Indicators
| MAWIX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.07% | -58.21% | +26.14% |
Max Drawdown (1Y)Largest decline over 1 year | -4.39% | -12.11% | +7.72% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -24.51% | +3.72% |
Max Drawdown (10Y)Largest decline over 10 years | -20.79% | -33.74% | +12.95% |
Current DrawdownCurrent decline from peak | -5.34% | -8.90% | +3.56% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -12.84% | +6.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 2.49% | -1.44% |
Volatility
MAWIX vs. WFSPX - Volatility Comparison
The current volatility for BlackRock Strategic Global Bond Fund (MAWIX) is 1.85%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 4.24%. This indicates that MAWIX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAWIX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 4.24% | -2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 2.90% | 9.08% | -6.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.49% | 18.06% | -13.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.29% | 16.84% | -11.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.81% | 17.98% | -13.17% |