WRAIX vs. BDMIX
Compare and contrast key facts about Wilmington Global Alpha Equities Fund (WRAIX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
WRAIX is managed by Wilmington Funds. It was launched on Jan 11, 2012. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
WRAIX vs. BDMIX - Performance Comparison
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WRAIX vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WRAIX Wilmington Global Alpha Equities Fund | -0.83% | 9.13% | 7.74% | 7.73% | -3.41% | 6.52% | 1.04% | 12.34% | -2.67% | 9.75% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 4.32% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.85% |
Returns By Period
In the year-to-date period, WRAIX achieves a -0.83% return, which is significantly lower than BDMIX's 4.32% return. Over the past 10 years, WRAIX has underperformed BDMIX with an annualized return of 4.97%, while BDMIX has yielded a comparatively higher 7.29% annualized return.
WRAIX
- 1D
- 1.86%
- 1M
- -2.60%
- YTD
- -0.83%
- 6M
- 0.53%
- 1Y
- 5.97%
- 3Y*
- 7.56%
- 5Y*
- 4.96%
- 10Y*
- 4.97%
BDMIX
- 1D
- 0.73%
- 1M
- 1.60%
- YTD
- 4.32%
- 6M
- 8.75%
- 1Y
- 17.17%
- 3Y*
- 18.86%
- 5Y*
- 11.38%
- 10Y*
- 7.29%
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WRAIX vs. BDMIX - Expense Ratio Comparison
WRAIX has a 1.24% expense ratio, which is lower than BDMIX's 1.57% expense ratio.
Return for Risk
WRAIX vs. BDMIX — Risk / Return Rank
WRAIX
BDMIX
WRAIX vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilmington Global Alpha Equities Fund (WRAIX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| WRAIX | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 2.55 | -1.83 |
Sortino ratioReturn per unit of downside risk | 1.11 | 3.73 | -2.62 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.48 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 5.14 | -3.87 |
Martin ratioReturn relative to average drawdown | 5.03 | 14.25 | -9.22 |
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
| WRAIX | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 2.55 | -1.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 1.76 | -0.98 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 1.27 | -0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 1.15 | -0.51 |
Correlation
The correlation between WRAIX and BDMIX is 0.13, 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
WRAIX vs. BDMIX - Dividend Comparison
WRAIX's dividend yield for the trailing twelve months is around 0.17%, less than BDMIX's 8.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRAIX Wilmington Global Alpha Equities Fund | 0.17% | 0.17% | 1.47% | 1.31% | 2.77% | 0.52% | 1.98% | 1.15% | 1.25% | 1.15% | 0.30% | 2.38% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.56% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
WRAIX vs. BDMIX - Drawdown Comparison
The maximum WRAIX drawdown since its inception was -15.44%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for WRAIX and BDMIX.
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Drawdown Indicators
| WRAIX | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.44% | -11.89% | -3.55% |
Max Drawdown (1Y)Largest decline over 1 year | -5.03% | -3.60% | -1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -9.24% | -7.45% | -1.79% |
Max Drawdown (10Y)Largest decline over 10 years | -15.44% | -9.44% | -6.00% |
Current DrawdownCurrent decline from peak | -3.06% | -0.13% | -2.93% |
Average DrawdownAverage peak-to-trough decline | -1.99% | -2.71% | +0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 1.30% | -0.03% |
Volatility
WRAIX vs. BDMIX - Volatility Comparison
Wilmington Global Alpha Equities Fund (WRAIX) has a higher volatility of 3.40% compared to BlackRock Global Long/Short Equity Fund Class I (BDMIX) at 1.72%. This indicates that WRAIX's price experiences larger fluctuations and is considered to be riskier than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WRAIX | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 1.72% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 4.92% | 4.78% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.26% | 6.93% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.44% | 6.51% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.70% | 5.77% | +0.93% |