Correlation
The correlation between TRIFX and BAICX is 0.81, 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.
TRIFX vs. BAICX
Compare and contrast key facts about Catalyst/SMH Total Return Income Fund (TRIFX) and BlackRock Multi-Asset Income Portfolio (BAICX).
TRIFX is managed by Catalyst Mutual Funds. It was launched on May 20, 2008. BAICX is managed by Blackrock. It was launched on Apr 7, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRIFX or BAICX.
Performance
TRIFX vs. BAICX - Performance Comparison
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Key characteristics
TRIFX:
-0.02
BAICX:
1.50
TRIFX:
0.04
BAICX:
2.01
TRIFX:
1.01
BAICX:
1.29
TRIFX:
-0.02
BAICX:
1.58
TRIFX:
-0.08
BAICX:
6.48
TRIFX:
5.01%
BAICX:
1.39%
TRIFX:
12.01%
BAICX:
6.35%
TRIFX:
-51.11%
BAICX:
-33.29%
TRIFX:
-10.79%
BAICX:
-0.10%
Returns By Period
In the year-to-date period, TRIFX achieves a -7.39% return, which is significantly lower than BAICX's 3.70% return. Over the past 10 years, TRIFX has outperformed BAICX with an annualized return of 5.07%, while BAICX has yielded a comparatively lower 4.20% annualized return.
TRIFX
-7.39%
-0.00%
-9.95%
-0.26%
4.42%
9.65%
5.07%
BAICX
3.70%
1.48%
1.43%
9.46%
5.87%
5.25%
4.20%
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TRIFX vs. BAICX - Expense Ratio Comparison
TRIFX has a 1.58% expense ratio, which is higher than BAICX's 0.81% expense ratio.
Risk-Adjusted Performance
TRIFX vs. BAICX — Risk-Adjusted Performance Rank
TRIFX
BAICX
TRIFX vs. BAICX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/SMH Total Return Income Fund (TRIFX) and BlackRock Multi-Asset Income Portfolio (BAICX). 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
TRIFX vs. BAICX - Dividend Comparison
TRIFX's dividend yield for the trailing twelve months is around 7.25%, more than BAICX's 5.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIFX Catalyst/SMH Total Return Income Fund | 7.25% | 7.41% | 5.45% | 4.83% | 5.17% | 5.47% | 5.38% | 7.11% | 6.50% | 6.14% | 10.00% | 7.03% |
BAICX BlackRock Multi-Asset Income Portfolio | 5.72% | 5.83% | 5.58% | 5.02% | 5.17% | 4.07% | 4.69% | 5.27% | 4.60% | 4.71% | 5.35% | 5.41% |
Drawdowns
TRIFX vs. BAICX - Drawdown Comparison
The maximum TRIFX drawdown since its inception was -51.11%, which is greater than BAICX's maximum drawdown of -33.29%. Use the drawdown chart below to compare losses from any high point for TRIFX and BAICX.
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Volatility
TRIFX vs. BAICX - Volatility Comparison
Catalyst/SMH Total Return Income Fund (TRIFX) has a higher volatility of 4.50% compared to BlackRock Multi-Asset Income Portfolio (BAICX) at 1.52%. This indicates that TRIFX's price experiences larger fluctuations and is considered to be riskier than BAICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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