SVAIX vs. BIICX
Compare and contrast key facts about Federated Hermes Strategic Value Dividend Fund (SVAIX) and BlackRock Multi-Asset Income Portfolio (BIICX).
SVAIX is managed by Federated. It was launched on Mar 30, 2005. BIICX is managed by Blackrock. It was launched on Apr 6, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SVAIX or BIICX.
Correlation
The correlation between SVAIX and BIICX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SVAIX vs. BIICX - Performance Comparison
Key characteristics
SVAIX:
1.12
BIICX:
1.58
SVAIX:
1.58
BIICX:
2.27
SVAIX:
1.20
BIICX:
1.29
SVAIX:
0.99
BIICX:
1.65
SVAIX:
4.91
BIICX:
8.98
SVAIX:
2.54%
BIICX:
0.86%
SVAIX:
11.15%
BIICX:
4.86%
SVAIX:
-50.87%
BIICX:
-33.24%
SVAIX:
-7.49%
BIICX:
-2.31%
Returns By Period
In the year-to-date period, SVAIX achieves a 11.87% return, which is significantly higher than BIICX's 6.78% return. Over the past 10 years, SVAIX has underperformed BIICX with an annualized return of 3.71%, while BIICX has yielded a comparatively higher 4.02% annualized return.
SVAIX
11.87%
-7.05%
7.64%
12.49%
4.83%
3.71%
BIICX
6.78%
-1.55%
3.48%
7.90%
3.48%
4.02%
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SVAIX vs. BIICX - Expense Ratio Comparison
SVAIX has a 0.81% expense ratio, which is higher than BIICX's 0.55% expense ratio.
Risk-Adjusted Performance
SVAIX vs. BIICX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Strategic Value Dividend Fund (SVAIX) and BlackRock Multi-Asset Income Portfolio (BIICX). 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.
Dividends
SVAIX vs. BIICX - Dividend Comparison
SVAIX's dividend yield for the trailing twelve months is around 3.04%, less than BIICX's 5.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVAIX Federated Hermes Strategic Value Dividend Fund | 3.04% | 4.31% | 4.16% | 3.72% | 4.31% | 3.97% | 4.35% | 3.74% | 3.11% | 3.60% | 5.47% | 3.41% |
BIICX BlackRock Multi-Asset Income Portfolio | 5.57% | 5.72% | 5.17% | 4.23% | 4.32% | 4.95% | 5.52% | 4.57% | 4.68% | 5.37% | 5.28% | 4.63% |
Drawdowns
SVAIX vs. BIICX - Drawdown Comparison
The maximum SVAIX drawdown since its inception was -50.87%, which is greater than BIICX's maximum drawdown of -33.24%. Use the drawdown chart below to compare losses from any high point for SVAIX and BIICX. For additional features, visit the drawdowns tool.
Volatility
SVAIX vs. BIICX - Volatility Comparison
Federated Hermes Strategic Value Dividend Fund (SVAIX) has a higher volatility of 3.84% compared to BlackRock Multi-Asset Income Portfolio (BIICX) at 1.56%. This indicates that SVAIX's price experiences larger fluctuations and is considered to be riskier than BIICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.