OAKMX vs. BSTZ
Compare and contrast key facts about Oakmark Fund Investor Class (OAKMX) and BlackRock Science and Technology Trust II (BSTZ).
OAKMX is managed by Oakmark. It was launched on Aug 5, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAKMX or BSTZ.
Correlation
The correlation between OAKMX and BSTZ is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OAKMX vs. BSTZ - Performance Comparison
Key characteristics
OAKMX:
1.28
BSTZ:
1.92
OAKMX:
1.85
BSTZ:
2.62
OAKMX:
1.23
BSTZ:
1.32
OAKMX:
2.03
BSTZ:
0.75
OAKMX:
6.11
BSTZ:
7.91
OAKMX:
2.69%
BSTZ:
4.94%
OAKMX:
12.86%
BSTZ:
20.39%
OAKMX:
-56.19%
BSTZ:
-59.31%
OAKMX:
-6.86%
BSTZ:
-31.30%
Returns By Period
In the year-to-date period, OAKMX achieves a 14.68% return, which is significantly lower than BSTZ's 39.50% return.
OAKMX
14.68%
-3.87%
8.85%
15.27%
14.74%
11.58%
BSTZ
39.50%
2.09%
14.53%
37.20%
10.18%
N/A
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Risk-Adjusted Performance
OAKMX vs. BSTZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Investor Class (OAKMX) and BlackRock Science and Technology Trust II (BSTZ). 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
OAKMX vs. BSTZ - Dividend Comparison
OAKMX has not paid dividends to shareholders, while BSTZ's dividend yield for the trailing twelve months is around 9.60%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKMX Oakmark Fund Investor Class | 0.00% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% | 0.50% |
BSTZ BlackRock Science and Technology Trust II | 9.60% | 10.89% | 14.73% | 7.92% | 3.42% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OAKMX vs. BSTZ - Drawdown Comparison
The maximum OAKMX drawdown since its inception was -56.19%, smaller than the maximum BSTZ drawdown of -59.31%. Use the drawdown chart below to compare losses from any high point for OAKMX and BSTZ. For additional features, visit the drawdowns tool.
Volatility
OAKMX vs. BSTZ - Volatility Comparison
The current volatility for Oakmark Fund Investor Class (OAKMX) is 4.07%, while BlackRock Science and Technology Trust II (BSTZ) has a volatility of 6.70%. This indicates that OAKMX experiences smaller price fluctuations and is considered to be less risky than BSTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.