Correlation
The correlation between SFGIX and MALOX is 0.63, 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.
SFGIX vs. MALOX
Compare and contrast key facts about Seafarer Overseas Growth and Income Fund (SFGIX) and BlackRock Global Allocation Fund (MALOX).
SFGIX is managed by Seafarer Funds. It was launched on Feb 14, 2012. MALOX is managed by Blackrock. It was launched on Feb 2, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFGIX or MALOX.
Performance
SFGIX vs. MALOX - Performance Comparison
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Key characteristics
SFGIX:
0.77
MALOX:
1.01
SFGIX:
0.91
MALOX:
1.35
SFGIX:
1.12
MALOX:
1.19
SFGIX:
0.40
MALOX:
1.02
SFGIX:
1.47
MALOX:
4.20
SFGIX:
5.40%
MALOX:
2.44%
SFGIX:
12.88%
MALOX:
11.15%
SFGIX:
-35.64%
MALOX:
-32.83%
SFGIX:
-5.23%
MALOX:
-0.10%
Returns By Period
In the year-to-date period, SFGIX achieves a 11.87% return, which is significantly higher than MALOX's 6.52% return. Over the past 10 years, SFGIX has underperformed MALOX with an annualized return of 4.12%, while MALOX has yielded a comparatively higher 5.66% annualized return.
SFGIX
11.87%
4.70%
7.46%
9.79%
4.18%
7.90%
4.12%
MALOX
6.52%
4.08%
4.52%
11.11%
7.27%
7.67%
5.66%
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SFGIX vs. MALOX - Expense Ratio Comparison
SFGIX has a 1.00% expense ratio, which is higher than MALOX's 0.81% expense ratio.
Risk-Adjusted Performance
SFGIX vs. MALOX — Risk-Adjusted Performance Rank
SFGIX
MALOX
SFGIX vs. MALOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Seafarer Overseas Growth and Income Fund (SFGIX) and BlackRock Global Allocation Fund (MALOX). 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
SFGIX vs. MALOX - Dividend Comparison
SFGIX's dividend yield for the trailing twelve months is around 2.94%, less than MALOX's 7.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFGIX Seafarer Overseas Growth and Income Fund | 2.94% | 3.28% | 2.06% | 2.92% | 8.82% | 2.24% | 2.49% | 8.74% | 2.95% | 1.72% | 1.30% | 3.14% |
MALOX BlackRock Global Allocation Fund | 7.21% | 7.68% | 1.55% | 6.01% | 10.32% | 7.44% | 5.68% | 5.50% | 4.81% | 2.10% | 9.86% | 10.07% |
Drawdowns
SFGIX vs. MALOX - Drawdown Comparison
The maximum SFGIX drawdown since its inception was -35.64%, which is greater than MALOX's maximum drawdown of -32.83%. Use the drawdown chart below to compare losses from any high point for SFGIX and MALOX.
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Volatility
SFGIX vs. MALOX - Volatility Comparison
The current volatility for Seafarer Overseas Growth and Income Fund (SFGIX) is 2.02%, while BlackRock Global Allocation Fund (MALOX) has a volatility of 2.16%. This indicates that SFGIX experiences smaller price fluctuations and is considered to be less risky than MALOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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