MDLRX vs. BSIIX
MDLRX (BlackRock Advantage Large Cap Core Fund) and BSIIX (BlackRock Strategic Income Opportunities Fund Class I) are both mutual funds - MDLRX is a Large Cap Blend Equities fund tracking the Russell 1000 Index, while BSIIX is a Total Bond Market fund managed by BlackRock. Over the past 10 years, MDLRX returned 15.16%/yr vs 3.60%/yr for BSIIX. Their 0.23 correlation means their historical movements had little consistent relationship. MDLRX charges 0.73%/yr vs 0.69%/yr for BSIIX.
Performance
MDLRX vs. BSIIX - Performance Comparison
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Returns By Period
In the year-to-date period, MDLRX achieves a 13.59% return, which is significantly higher than BSIIX's 1.03% return. Over the past 10 years, MDLRX has outperformed BSIIX with an annualized return of 15.16%, while BSIIX has yielded a comparatively lower 3.60% annualized return.
MDLRX
- 1D
- 2.13%
- 1M
- 0.93%
- 6M
- 11.56%
- YTD
- 13.59%
- 1Y
- 28.20%
- 3Y*
- 21.65%
- 5Y*
- 12.87%
- 10Y*
- 15.16%
- ALL TIME*
- 9.32%
BSIIX
- 1D
- 0.10%
- 1M
- -1.13%
- 6M
- 0.11%
- YTD
- 1.03%
- 1Y
- 4.24%
- 3Y*
- 6.24%
- 5Y*
- 2.75%
- 10Y*
- 3.60%
- ALL TIME*
- 3.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MDLRX vs. BSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDLRX BlackRock Advantage Large Cap Core Fund | 13.59% | 20.08% | 25.33% | 25.28% | -20.31% | 27.67% | 19.64% | 28.83% | -5.60% | 20.29% |
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 1.03% | 8.59% | 5.22% | 6.18% | -6.14% | 0.80% | 7.22% | 7.65% | -0.42% | 4.89% |
Correlation
The correlation between MDLRX and BSIIX is 0.50, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 7, 2008 | 0.23 |
Over the past year, MDLRX and BSIIX have become more correlated (0.50) than their long-term average of 0.23, meaning their price movements have been converging.
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Return for Risk
MDLRX vs. BSIIX — Risk / Return Rank
MDLRX
BSIIX
MDLRX vs. BSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Core Fund (MDLRX) and BlackRock Strategic Income Opportunities Fund Class I (BSIIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MDLRX | BSIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.27 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.33 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 1.76 | +1.23 |
| Martin ratioReturn relative to average drawdown | 14.11 | 6.43 | +7.68 |
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Drawdowns
MDLRX vs. BSIIX - Drawdown Comparison
The maximum MDLRX drawdown since its inception was -54.46%, which is greater than BSIIX's maximum drawdown of -18.76%. Use the drawdown chart below to compare losses from any high point for MDLRX and BSIIX.
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Drawdown Indicators
| MDLRX | BSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.46% | -18.76% | -35.70% |
Max Drawdown (1Y)Largest decline over 1 year | -8.69% | -2.84% | -5.85% |
Max Drawdown (3Y)Largest decline over 3 years | -19.63% | -2.84% | -16.79% |
Max Drawdown (5Y)Largest decline over 5 years | -26.35% | -9.13% | -17.22% |
Max Drawdown (10Y)Largest decline over 10 years | -34.28% | -9.91% | -24.37% |
Current DrawdownCurrent decline from peak | -0.56% | -1.25% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -11.55% | -1.80% | -9.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 0.78% | +1.06% |
Volatility
MDLRX vs. BSIIX - Volatility Comparison
BlackRock Advantage Large Cap Core Fund (MDLRX) has a higher volatility of 3.73% compared to BlackRock Strategic Income Opportunities Fund Class I (BSIIX) at 0.69%. This indicates that MDLRX's price experiences larger fluctuations and is considered to be riskier than BSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDLRX | BSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 0.69% | +3.04% |
Volatility (6M)Calculated over the trailing 6-month period | 10.58% | 2.44% | +8.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.35% | 2.99% | +10.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.49% | 3.04% | +14.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 3.15% | +15.22% |
MDLRX vs. BSIIX - Expense Ratio Comparison
MDLRX has a 0.73% expense ratio, which is higher than BSIIX's 0.69% expense ratio.
Dividends
MDLRX vs. BSIIX - Dividend Comparison
MDLRX's dividend yield for the trailing twelve months is around 8.95%, more than BSIIX's 4.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.83% | 5.07% | 4.75% | 3.33% | 3.58% | 2.98% | 2.92% | 3.54% | 3.32% | 3.45% | 2.91% | 3.19% |
MDLRX BlackRock Advantage Large Cap Core Fund | 8.95% | 9.01% | 14.81% | 0.81% | 6.61% | 20.27% | 4.75% | 3.99% | 10.26% | 37.74% | 6.17% | 2.87% |
Frequently Asked Questions
MDLRX and BSIIX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MDLRX has higher volatility (3.73%) compared to BSIIX (0.69%). In terms of maximum drawdown, MDLRX dropped -54.46% vs BSIIX's -18.76%.
MDLRX currently has the higher Sharpe Ratio (1.94 vs 1.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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