STSEX vs. USBOX

In the year-to-date period, STSEX achieves a 6.64% return, which is significantly higher than USBOX's 2.18% return. Over the past 10 years, STSEX has underperformed USBOX with an annualized return of 12.21%, while USBOX has yielded a comparatively higher 13.30% annualized return.

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STSEX has a 0.81% expense ratio, which is lower than USBOX's 1.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Exchange Portfolio (STSEX) and Pear Tree Quality Fund (USBOX). 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 STSEX Sharpe Ratio is 0.68, which is comparable to the USBOX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of STSEX and USBOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

STSEX's dividend yield for the trailing twelve months is around 0.87%, less than USBOX's 8.52% yield.

The maximum STSEX drawdown since its inception was -49.89%, smaller than the maximum USBOX drawdown of -71.83%. Use the drawdown chart below to compare losses from any high point for STSEX and USBOX. For additional features, visit the drawdowns tool.

BlackRock Exchange Portfolio (STSEX) and Pear Tree Quality Fund (USBOX) have volatilities of 5.22% and 5.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.