MFHQX vs. WFBIX
Compare and contrast key facts about BlackRock Total Return Fund (MFHQX) and iShares U.S. Aggregate Bond Index Fund (WFBIX).
MFHQX is managed by Blackrock. It was launched on Dec 7, 2001. WFBIX is managed by Blackrock. It was launched on Jul 2, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFHQX or WFBIX.
Correlation
The correlation between MFHQX and WFBIX is 0.89, 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.
Performance
MFHQX vs. WFBIX - Performance Comparison
Key characteristics
MFHQX:
0.53
WFBIX:
0.75
MFHQX:
0.79
WFBIX:
1.10
MFHQX:
1.09
WFBIX:
1.13
MFHQX:
0.15
WFBIX:
0.29
MFHQX:
1.28
WFBIX:
1.86
MFHQX:
2.24%
WFBIX:
2.13%
MFHQX:
5.39%
WFBIX:
5.28%
MFHQX:
-23.30%
WFBIX:
-18.65%
MFHQX:
-14.64%
WFBIX:
-8.57%
Returns By Period
In the year-to-date period, MFHQX achieves a 0.62% return, which is significantly higher than WFBIX's 0.54% return. Over the past 10 years, MFHQX has underperformed WFBIX with an annualized return of 0.16%, while WFBIX has yielded a comparatively higher 1.29% annualized return.
MFHQX
0.62%
0.83%
-1.97%
3.29%
-2.12%
0.16%
WFBIX
0.54%
0.77%
-1.36%
3.96%
-0.66%
1.29%
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MFHQX vs. WFBIX - Expense Ratio Comparison
MFHQX has a 1.45% expense ratio, which is higher than WFBIX's 0.05% expense ratio.
Risk-Adjusted Performance
MFHQX vs. WFBIX — Risk-Adjusted Performance Rank
MFHQX
WFBIX
MFHQX vs. WFBIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Total Return Fund (MFHQX) and iShares U.S. Aggregate Bond Index Fund (WFBIX). 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.
Dividends
MFHQX vs. WFBIX - Dividend Comparison
MFHQX's dividend yield for the trailing twelve months is around 3.79%, more than WFBIX's 3.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFHQX BlackRock Total Return Fund | 3.79% | 3.78% | 3.12% | 1.96% | 1.01% | 1.39% | 2.20% | 2.34% | 2.15% | 1.83% | 2.00% | 2.59% |
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.68% | 3.66% | 3.15% | 2.60% | 2.06% | 2.45% | 2.88% | 2.71% | 2.25% | 2.19% | 2.21% | 1.76% |
Drawdowns
MFHQX vs. WFBIX - Drawdown Comparison
The maximum MFHQX drawdown since its inception was -23.30%, which is greater than WFBIX's maximum drawdown of -18.65%. Use the drawdown chart below to compare losses from any high point for MFHQX and WFBIX. For additional features, visit the drawdowns tool.
Volatility
MFHQX vs. WFBIX - Volatility Comparison
BlackRock Total Return Fund (MFHQX) and iShares U.S. Aggregate Bond Index Fund (WFBIX) have volatilities of 1.40% and 1.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.