SFHYX vs. PBAIX
Compare and contrast key facts about Hundredfold Select Alternative Fund (SFHYX) and BlackRock Tactical Opportunities Fund Institutional Class (PBAIX).
SFHYX is managed by Advisors Preferred. It was launched on Aug 31, 2004. PBAIX is an actively managed fund by BlackRock. It was launched on Jun 1, 1993.
Performance
SFHYX vs. PBAIX - Performance Comparison
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SFHYX vs. PBAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFHYX Hundredfold Select Alternative Fund | -1.07% | 10.99% | 2.78% | 9.94% | -10.31% | 8.05% | 37.42% | 9.31% | -2.80% | 8.95% |
PBAIX BlackRock Tactical Opportunities Fund Institutional Class | 3.48% | 6.46% | 12.08% | 2.64% | 6.14% | 0.50% | 6.91% | 1.65% | 4.68% | 8.05% |
Returns By Period
In the year-to-date period, SFHYX achieves a -1.07% return, which is significantly lower than PBAIX's 3.48% return. Over the past 10 years, SFHYX has outperformed PBAIX with an annualized return of 7.42%, while PBAIX has yielded a comparatively lower 5.38% annualized return.
SFHYX
- 1D
- 0.09%
- 1M
- -2.64%
- YTD
- -1.07%
- 6M
- 1.65%
- 1Y
- 9.31%
- 3Y*
- 7.47%
- 5Y*
- 2.91%
- 10Y*
- 7.42%
PBAIX
- 1D
- 0.25%
- 1M
- 1.43%
- YTD
- 3.48%
- 6M
- 2.51%
- 1Y
- 9.73%
- 3Y*
- 8.72%
- 5Y*
- 6.55%
- 10Y*
- 5.38%
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SFHYX vs. PBAIX - Expense Ratio Comparison
SFHYX has a 2.45% expense ratio, which is higher than PBAIX's 0.77% expense ratio.
Return for Risk
SFHYX vs. PBAIX — Risk / Return Rank
SFHYX
PBAIX
SFHYX vs. PBAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hundredfold Select Alternative Fund (SFHYX) and BlackRock Tactical Opportunities Fund Institutional Class (PBAIX). 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.
| SFHYX | PBAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | 1.42 | +0.72 |
Sortino ratioReturn per unit of downside risk | 2.88 | 1.96 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.29 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.46 | 2.17 | +0.29 |
Martin ratioReturn relative to average drawdown | 8.60 | 7.13 | +1.47 |
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
| SFHYX | PBAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.42 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 1.02 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.19 | 0.88 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.25 | 0.57 | +0.68 |
Correlation
The correlation between SFHYX and PBAIX is 0.38, 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
SFHYX vs. PBAIX - Dividend Comparison
SFHYX's dividend yield for the trailing twelve months is around 9.65%, while PBAIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFHYX Hundredfold Select Alternative Fund | 9.65% | 9.54% | 5.68% | 4.62% | 4.19% | 10.21% | 13.57% | 4.95% | 2.55% | 10.24% | 4.93% | 0.71% |
PBAIX BlackRock Tactical Opportunities Fund Institutional Class | 0.00% | 0.00% | 0.00% | 11.84% | 3.52% | 0.00% | 2.71% | 3.39% | 10.17% | 0.86% | 1.74% | 5.15% |
Drawdowns
SFHYX vs. PBAIX - Drawdown Comparison
The maximum SFHYX drawdown since its inception was -17.34%, smaller than the maximum PBAIX drawdown of -39.26%. Use the drawdown chart below to compare losses from any high point for SFHYX and PBAIX.
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Drawdown Indicators
| SFHYX | PBAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.34% | -39.26% | +21.92% |
Max Drawdown (1Y)Largest decline over 1 year | -3.75% | -4.22% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -14.37% | -6.79% | -7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -14.37% | -8.94% | -5.43% |
Current DrawdownCurrent decline from peak | -3.66% | -1.45% | -2.21% |
Average DrawdownAverage peak-to-trough decline | -2.75% | -4.32% | +1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 1.30% | -0.23% |
Volatility
SFHYX vs. PBAIX - Volatility Comparison
The current volatility for Hundredfold Select Alternative Fund (SFHYX) is 1.71%, while BlackRock Tactical Opportunities Fund Institutional Class (PBAIX) has a volatility of 3.09%. This indicates that SFHYX experiences smaller price fluctuations and is considered to be less risky than PBAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFHYX | PBAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.71% | 3.09% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 4.36% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 6.70% | -2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.34% | 6.42% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.27% | 6.11% | +0.16% |