PHRAX vs. SHSAX
Compare and contrast key facts about Virtus Duff & Phelps Real Estate Securities Fund (PHRAX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX).
PHRAX is managed by Virtus. It was launched on Mar 1, 1995. SHSAX is managed by Blackrock. It was launched on Dec 20, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHRAX or SHSAX.
Correlation
The correlation between PHRAX and SHSAX is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PHRAX vs. SHSAX - Performance Comparison
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Key characteristics
PHRAX:
9.82%
SHSAX:
23.30%
PHRAX:
-0.80%
SHSAX:
-4.32%
PHRAX:
-0.16%
SHSAX:
-4.32%
Returns By Period
PHRAX
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SHSAX
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PHRAX vs. SHSAX - Expense Ratio Comparison
PHRAX has a 1.36% expense ratio, which is higher than SHSAX's 1.09% expense ratio.
Risk-Adjusted Performance
PHRAX vs. SHSAX — Risk-Adjusted Performance Rank
PHRAX
SHSAX
PHRAX vs. SHSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Duff & Phelps Real Estate Securities Fund (PHRAX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX). 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.
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Dividends
PHRAX vs. SHSAX - Dividend Comparison
PHRAX's dividend yield for the trailing twelve months is around 8.53%, more than SHSAX's 0.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHRAX Virtus Duff & Phelps Real Estate Securities Fund | 8.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SHSAX BlackRock Health Sciences Opportunities Portfolio | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PHRAX vs. SHSAX - Drawdown Comparison
The maximum PHRAX drawdown since its inception was -0.80%, smaller than the maximum SHSAX drawdown of -4.32%. Use the drawdown chart below to compare losses from any high point for PHRAX and SHSAX. For additional features, visit the drawdowns tool.
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Volatility
PHRAX vs. SHSAX - Volatility Comparison
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