SHSAX vs. ALARX

In the year-to-date period, SHSAX achieves a 6.25% return, which is significantly higher than ALARX's 3.48% return. Over the past 10 years, SHSAX has underperformed ALARX with an annualized return of 3.02%, while ALARX has yielded a comparatively higher 5.60% annualized return.

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SHSAX has a 1.09% expense ratio, which is lower than ALARX's 1.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Alger Capital Appreciation Institutional Fund (ALARX). 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.

The current SHSAX Sharpe Ratio is -0.05, which is lower than the ALARX Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of SHSAX and ALARX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SHSAX's dividend yield for the trailing twelve months is around 0.23%, while ALARX has not paid dividends to shareholders.

The maximum SHSAX drawdown since its inception was -39.26%, smaller than the maximum ALARX drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for SHSAX and ALARX. For additional features, visit the drawdowns tool.

The current volatility for BlackRock Health Sciences Opportunities Portfolio (SHSAX) is 3.89%, while Alger Capital Appreciation Institutional Fund (ALARX) has a volatility of 9.56%. This indicates that SHSAX experiences smaller price fluctuations and is considered to be less risky than ALARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.