SBFAX vs. BDMIX
Compare and contrast key facts about 1919 Financial Services Fund (SBFAX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
SBFAX is managed by BlackRock. It was launched on Nov 16, 1998. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
SBFAX vs. BDMIX - Performance Comparison
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SBFAX vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBFAX 1919 Financial Services Fund | -6.51% | 4.29% | 24.86% | 1.50% | -13.99% | 30.74% | 0.14% | 29.11% | -14.94% | 14.65% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 4.32% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.85% |
Returns By Period
In the year-to-date period, SBFAX achieves a -6.51% return, which is significantly lower than BDMIX's 4.32% return. Over the past 10 years, SBFAX has outperformed BDMIX with an annualized return of 8.60%, while BDMIX has yielded a comparatively lower 7.29% annualized return.
SBFAX
- 1D
- 1.64%
- 1M
- -3.96%
- YTD
- -6.51%
- 6M
- -5.56%
- 1Y
- -3.79%
- 3Y*
- 11.91%
- 5Y*
- 2.95%
- 10Y*
- 8.60%
BDMIX
- 1D
- 0.73%
- 1M
- 1.60%
- YTD
- 4.32%
- 6M
- 8.75%
- 1Y
- 17.17%
- 3Y*
- 18.86%
- 5Y*
- 11.38%
- 10Y*
- 7.29%
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SBFAX vs. BDMIX - Expense Ratio Comparison
SBFAX has a 1.36% expense ratio, which is lower than BDMIX's 1.57% expense ratio.
Return for Risk
SBFAX vs. BDMIX — Risk / Return Rank
SBFAX
BDMIX
SBFAX vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 1919 Financial Services Fund (SBFAX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| SBFAX | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.22 | 2.55 | -2.77 |
Sortino ratioReturn per unit of downside risk | -0.18 | 3.73 | -3.91 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.48 | -0.50 |
Calmar ratioReturn relative to maximum drawdown | -0.26 | 5.14 | -5.40 |
Martin ratioReturn relative to average drawdown | -0.68 | 14.25 | -14.94 |
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
| SBFAX | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.22 | 2.55 | -2.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 1.76 | -1.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 1.27 | -0.89 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 1.15 | -0.75 |
Correlation
The correlation between SBFAX and BDMIX is 0.08, 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
SBFAX vs. BDMIX - Dividend Comparison
SBFAX's dividend yield for the trailing twelve months is around 15.52%, more than BDMIX's 8.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBFAX 1919 Financial Services Fund | 15.52% | 14.51% | 10.60% | 10.93% | 2.40% | 4.83% | 5.09% | 3.84% | 1.58% | 0.00% | 2.93% | 7.25% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.56% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
SBFAX vs. BDMIX - Drawdown Comparison
The maximum SBFAX drawdown since its inception was -49.33%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for SBFAX and BDMIX.
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Drawdown Indicators
| SBFAX | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.33% | -11.89% | -37.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -3.60% | -8.35% |
Max Drawdown (5Y)Largest decline over 5 years | -33.94% | -7.45% | -26.49% |
Max Drawdown (10Y)Largest decline over 10 years | -43.58% | -9.44% | -34.14% |
Current DrawdownCurrent decline from peak | -9.34% | -0.13% | -9.21% |
Average DrawdownAverage peak-to-trough decline | -9.53% | -2.71% | -6.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 1.30% | +3.27% |
Volatility
SBFAX vs. BDMIX - Volatility Comparison
1919 Financial Services Fund (SBFAX) has a higher volatility of 4.12% compared to BlackRock Global Long/Short Equity Fund Class I (BDMIX) at 1.72%. This indicates that SBFAX's price experiences larger fluctuations and is considered to be riskier than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBFAX | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 1.72% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 4.78% | +6.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 6.93% | +11.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.43% | 6.51% | +12.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.85% | 5.77% | +17.08% |