BCAT vs CODI-P-C

Comparison between BlackRock Capital Allocation Term Trust (BCAT, Company) and Compass Diversified Holdings 7.875 PRF PERPETUAL USD 25 Ser C (CODI-P-C, Company).

5-Year PerformanceBCAT has outperformed CODI-P-C, delivering a return of +7.8% compared to +5.0%

BCAT vs CODI-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCAT(COMPANY)	CODI-P-C(COMPANY)
Market Cap	$1.66B	$1.65B
Max Drawdown	44.30%	53.62%
Sharpe Ratio	1.85	1.03
5Y Beta	0.56	0.21
Industry	Asset Management	N/A
P/E Ratio	7.57	-22.92
PEG Ratio	0.53	N/A
5Y Dividends CAGR	34.17%	4.56%
5Y EPS CAGR	12.69%	N/A
Debt to Equity	0.00%	464.24%
Free Cash Flow Yield	19.88%	0.61%
P/S Ratio	7.42	N/A
P/B Ratio	1.04	N/A

Market Cap

Winner

BCAT

$1.66B

CODI-P-C

$1.65B

Max Drawdown

Winner

BCAT

44.30%

CODI-P-C

53.62%

Sharpe Ratio

Winner

BCAT

1.85

CODI-P-C

1.03

5Y Beta

BCAT

0.56

Winner

CODI-P-C

0.21

Industry

BCAT

Asset Management

CODI-P-C

N/A

P/E Ratio

BCAT

7.57

Winner

CODI-P-C

-22.92

PEG Ratio

BCAT

0.53

CODI-P-C

N/A

5Y Dividends CAGR

Winner

BCAT

34.17%

CODI-P-C

4.56%

5Y EPS CAGR

BCAT

12.69%

CODI-P-C

N/A

Debt to Equity

Winner

BCAT

0.00%

CODI-P-C

464.24%

Free Cash Flow Yield

Winner

BCAT

19.88%

CODI-P-C

0.61%

P/S Ratio

BCAT

7.42

CODI-P-C

N/A

P/B Ratio

BCAT

1.04

CODI-P-C

N/A

BCAT vs CODI-P-C - Historical Returns

Returns include dividend reinvestment.

Period	BCAT	CODI-P-C
1 month	+0.78%	+1.46%
3 months	+15.84%	+14.53%
6 months	+22.14%	+27.09%
1 year	+28.99%	+29.58%
5 years(CAGR)	+7.76%	+5.01%
Max(CAGR)	+9.03%	+6.74%

BCAT

+0.78%

Winner

CODI-P-C

+1.46%

Winner

BCAT

+15.84%

CODI-P-C

+14.53%

BCAT

+22.14%

Winner

CODI-P-C

+27.09%

BCAT

+28.99%

Winner

CODI-P-C

+29.58%

5Y(CAGR)

Winner

BCAT

+7.76%

CODI-P-C

+5.01%

Max(CAGR)

Winner

BCAT

+9.03%

CODI-P-C

+6.74%

BCAT vs CODI-P-C - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BCAT	CODI-P-C
2026	+22.14%	+27.09%
2025	+16.32%	-18.26%
2024	+19.78%	+7.30%
2023	+17.82%	+17.21%
2022	-22.68%	-8.19%
2021	-4.09%	+13.90%
2020	+9.35%	+7.72%
2019	N/A	+4.02%

BCAT vs CODI-P-C Drawdown Comparison

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The maximum drawdown for CODI-P-C was -48.51%, occurring on May 21, 2025. Recovery took 318 trading sessions.

The current BCAT drawdown is -1.90%. The current CODI-P-C drawdown is -0.40%.

Rank	BCAT	CODI-P-C
#1	-36.11% Feb 10, 2021 - Nov 25, 2024	-48.51% Jan 15, 2025 - Apr 23, 2026
#2	-13.69% Feb 13, 2025 - May 12, 2025	-40.78% Feb 7, 2020 - Oct 8, 2020
#3	-8.89% Dec 22, 2020 - Feb 9, 2021	-12.42% Aug 16, 2022 - Jan 17, 2023
#4	-7.97% Mar 4, 2026 - Apr 21, 2026	-8.58% Feb 2, 2023 - Jun 30, 2023
#5	-6.09% Dec 11, 2024 - Feb 13, 2025	-6.81% Jun 30, 2023 - Nov 3, 2023
#6	-4.61% Sep 15, 2025 - Dec 3, 2025	-6.30% Aug 21, 2024 - Jan 14, 2025
#7	-3.79% Oct 20, 2020 - Nov 9, 2020	-6.29% Feb 7, 2022 - Aug 4, 2022
#8	-3.01% Jun 1, 2026 - Jun 11, 2026	-4.65% Oct 8, 2020 - Nov 4, 2020
#9	-2.85% May 13, 2025 - Jun 2, 2025	-4.63% Feb 23, 2024 - Apr 25, 2024
#10	-2.84% Aug 13, 2025 - Aug 29, 2025	-3.78% Apr 23, 2026 - Jun 9, 2026
#11	-2.41% Dec 5, 2025 - Jan 2, 2026	-3.58% May 3, 2021 - Jun 25, 2021
#12	-2.01% May 13, 2026 - May 21, 2026	-3.51% Nov 3, 2023 - Dec 15, 2023
#13	-1.90% Jun 29, 2026 - Jul 2, 2026	-3.09% Sep 29, 2021 - Oct 14, 2021
#14	-1.78% Nov 18, 2020 - Nov 30, 2020	-2.79% May 2, 2024 - Jul 19, 2024
#15	-1.64% Jun 18, 2026 - Jun 29, 2026	-2.55% Jun 18, 2026 - Jun 25, 2026

Correlation

Correlation between BCAT and CODI-P-C is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101