BCAT vs RZB

Comparison between BlackRock Capital Allocation Term Trust (BCAT, Company) and Reinsurance Group Of America Inc (RZB, Company).

5-Year PerformanceBCAT has outperformed RZB, delivering a return of +7.8% compared to +3.2%

BCAT vs RZB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCAT(COMPANY)	RZB(COMPANY)
Market Cap	$1.66B	$1.65B
Max Drawdown	44.30%	49.29%
Sharpe Ratio	1.85	1.66
5Y Beta	0.56	0.06
Industry	Asset Management	N/A
P/E Ratio	7.57	1.40
PEG Ratio	0.53	0.04
Dividend Yield	N/A	14.50%
5Y Dividends CAGR	34.17%	0.01%
5Y EPS CAGR	12.69%	8.55%
Debt to Equity	0.00%	42.42%
Free Cash Flow Yield	19.88%	N/A
P/S Ratio	7.42	0.37
P/B Ratio	1.04	N/A

Market Cap

Winner

BCAT

$1.66B

RZB

$1.65B

Max Drawdown

Winner

BCAT

44.30%

RZB

49.29%

Sharpe Ratio

Winner

BCAT

1.85

RZB

1.66

5Y Beta

BCAT

0.56

Winner

RZB

0.06

Industry

BCAT

Asset Management

RZB

N/A

P/E Ratio

BCAT

7.57

Winner

RZB

1.40

PEG Ratio

BCAT

0.53

Winner

RZB

0.04

Dividend Yield

BCAT

N/A

RZB

14.50%

5Y Dividends CAGR

Winner

BCAT

34.17%

RZB

0.01%

5Y EPS CAGR

Winner

BCAT

12.69%

RZB

8.55%

Debt to Equity

Winner

BCAT

0.00%

RZB

42.42%

Free Cash Flow Yield

BCAT

19.88%

RZB

N/A

P/S Ratio

BCAT

7.42

Winner

RZB

0.37

P/B Ratio

BCAT

1.04

RZB

N/A

BCAT vs RZB - Historical Returns

Returns include dividend reinvestment.

Period	BCAT	RZB
1 month	+0.78%	+0.16%
3 months	+15.84%	+2.72%
6 months	+22.14%	+4.66%
1 year	+28.99%	+8.33%
5 years(CAGR)	+7.76%	+3.21%
10 years(CAGR)	N/A	+4.67%
Max(CAGR)	+9.03%	+4.81%

Winner

BCAT

+0.78%

RZB

+0.16%

Winner

BCAT

+15.84%

RZB

+2.72%

Winner

BCAT

+22.14%

RZB

+4.66%

Winner

BCAT

+28.99%

RZB

+8.33%

5Y(CAGR)

Winner

BCAT

+7.76%

RZB

+3.21%

10Y(CAGR)

BCAT

N/A

RZB

+4.67%

Max(CAGR)

Winner

BCAT

+9.03%

RZB

+4.81%

BCAT vs RZB - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BCAT	RZB
2026	+22.14%	+4.66%
2025	+16.32%	+6.24%
2024	+19.78%	+2.80%
2023	+17.82%	+14.12%
2022	-22.68%	-16.17%
2021	-4.09%	+8.64%
2020	+9.35%	+6.14%
2019	N/A	+23.79%
2018	N/A	-9.71%
2017	N/A	+8.24%
2016	N/A	+1.53%

BCAT vs RZB Drawdown Comparison

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

The maximum drawdown for RZB was -48.62%, occurring on Mar 18, 2020. Recovery took 211 trading sessions.

The current BCAT drawdown is -1.90%.

Rank	BCAT	RZB
#1	-36.11% Feb 10, 2021 - Nov 25, 2024	-48.62% Feb 7, 2020 - Dec 8, 2020
#2	-13.69% Feb 13, 2025 - May 12, 2025	-18.92% Dec 30, 2021 - Sep 19, 2024
#3	-8.89% Dec 22, 2020 - Feb 9, 2021	-15.68% Aug 2, 2017 - Mar 1, 2019
#4	-7.97% Mar 4, 2026 - Apr 21, 2026	-14.16% Sep 23, 2016 - May 26, 2017
#5	-6.09% Dec 11, 2024 - Feb 13, 2025	-5.21% Jan 19, 2021 - Jun 10, 2021
#6	-4.61% Sep 15, 2025 - Dec 3, 2025	-4.16% Nov 18, 2019 - Jan 2, 2020
#7	-3.79% Oct 20, 2020 - Nov 9, 2020	-3.35% Dec 31, 2020 - Jan 19, 2021
#8	-3.01% Jun 1, 2026 - Jun 11, 2026	-3.08% Sep 1, 2021 - Dec 2, 2021
#9	-2.85% May 13, 2025 - Jun 2, 2025	-2.92% May 26, 2017 - Jul 28, 2017
#10	-2.84% Aug 13, 2025 - Aug 29, 2025	-2.60% Nov 29, 2024 - Feb 21, 2025
#11	-2.41% Dec 5, 2025 - Jan 2, 2026	-2.56% Apr 24, 2019 - Jun 20, 2019
#12	-2.01% May 13, 2026 - May 21, 2026	-2.36% Jan 15, 2020 - Feb 7, 2020
#13	-1.90% Jun 29, 2026 - Jul 2, 2026	-2.17% Oct 25, 2019 - Nov 13, 2019
#14	-1.78% Nov 18, 2020 - Nov 30, 2020	-2.13% Jun 30, 2016 - Aug 5, 2016
#15	-1.64% Jun 18, 2026 - Jun 29, 2026	-1.95% Mar 1, 2019 - Apr 23, 2019

Correlation

Correlation between BCAT and RZB is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2016 - 2026)

BCAT vs RZB dividend yield comparison.

Year	BCAT	RZB
2026	9.87%	2.84%
2025	23.45%	5.79%
2024	17.48%	5.85%
2023	10.08%	5.68%
2022	9.01%	6.22%
2021	6.42%	4.90%
2020	0.48%	4.97%
2019	0.00%	5.10%
2018	0.00%	6.10%
2017	0.00%	2.57%
2016	0.00%	2.84%