BGB vs MFSB
Comparison between Blackstone Strategic Credit 2027 Term Fund (BGB, ETF) and MFS ACTIVE CORE PLUS BOND ETF (MFSB, ETF).
BGB vs MFSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BGB
$525M
MFSB
$523M
Expense Ratio
BGB
N/A
MFSB
0.34%
Max Drawdown
BGB
59.06%
Winner
MFSB
3.91%
Sharpe Ratio
BGB
-0.76
Winner
MFSB
-0.11
5Y Beta
BGB
0.36
Winner
MFSB
0.06
5Y Dividends CAGR
BGB
0.57%
MFSB
N/A
BGB vs MFSB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BGB
+0.50%
MFSB
+0.43%
3M
Winner
BGB
+0.60%
MFSB
+0.53%
6M
Winner
BGB
+1.83%
MFSB
-1.07%
1Y
BGB
-2.75%
Winner
MFSB
+3.05%
5Y(CAGR)
BGB
+4.38%
MFSB
N/A
10Y(CAGR)
BGB
+6.00%
MFSB
N/A
Max(CAGR)
Winner
BGB
+4.29%
MFSB
+3.61%
BGB vs MFSB - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | BGB | MFSB |
|---|---|---|
| 2026 | -0.44% | +0.57% |
| 2025 | +4.61% | +7.80% |
| 2024 | +18.76% | -1.50% |
| 2023 | +18.13% | N/A |
| 2022 | -16.76% | N/A |
| 2021 | +15.96% | N/A |
| 2020 | -4.21% | N/A |
| 2019 | +15.36% | N/A |
| 2018 | -5.12% | N/A |
| 2017 | +10.17% | N/A |
| 2016 | +25.60% | N/A |
| 2015 | -10.49% | N/A |
| 2014 | -0.52% | N/A |
| 2013 | +1.47% | N/A |
| 2012 | -6.10% | N/A |
BGB vs MFSB Drawdown Comparison
The maximum drawdown for BGB was -44.87%, occurring on Mar 18, 2020. Recovery took 299 trading sessions.
The maximum drawdown for MFSB was -3.20%, occurring on Jan 14, 2025. Recovery took 52 trading sessions.
The current BGB drawdown is -3.83%. The current MFSB drawdown is -1.35%.
| Rank | BGB | MFSB |
|---|---|---|
| #1 | -44.87% Feb 20, 2020 - Apr 28, 2021 | -3.20% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -24.89% May 10, 2013 - Dec 6, 2016 | -2.76% Apr 4, 2025 - Jun 20, 2025 |
| #3 | -21.24% Oct 22, 2021 - Jan 25, 2024 | -2.71% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -16.36% Oct 1, 2018 - Jul 1, 2019 | -0.98% Oct 28, 2025 - Nov 26, 2025 |
| #5 | -12.77% Feb 11, 2025 - Jul 1, 2025 | -0.98% Jun 30, 2025 - Jul 29, 2025 |
| #6 | -9.06% Aug 29, 2025 - Mar 27, 2026 | -0.98% Mar 3, 2025 - Apr 1, 2025 |
| #7 | -7.90% Sep 20, 2019 - Jan 10, 2020 | -0.79% Nov 26, 2025 - Jan 14, 2026 |
| #8 | -7.63% Oct 9, 2012 - Mar 1, 2013 | -0.67% Jan 14, 2026 - Feb 5, 2026 |
| #9 | -4.92% Jul 30, 2019 - Sep 18, 2019 | -0.61% Sep 16, 2025 - Oct 13, 2025 |
| #10 | -3.86% Jul 10, 2024 - Aug 16, 2024 | -0.49% Aug 13, 2025 - Aug 27, 2025 |
| #11 | -3.24% Dec 9, 2024 - Jan 31, 2025 | -0.35% Jul 29, 2025 - Aug 1, 2025 |
| #12 | -3.14% May 12, 2017 - Jul 25, 2017 | -0.27% Aug 5, 2025 - Aug 13, 2025 |
| #13 | -2.89% Oct 13, 2017 - Dec 7, 2017 | -0.26% Jun 26, 2025 - Jun 30, 2025 |
| #14 | -2.79% Jul 6, 2021 - Aug 5, 2021 | -0.20% Feb 17, 2026 - Feb 23, 2026 |
| #15 | -2.67% Mar 1, 2017 - Apr 11, 2017 | -0.16% Feb 26, 2025 - Feb 28, 2025 |
Correlation
Correlation between BGB and MFSB is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.44
-101
Dividend Comparison (2012 - 2026)
BGB vs MFSB dividend yield comparison.
| Year | BGB | MFSB |
|---|---|---|
| 2026 | 4.85% | 2.69% |
| 2025 | 8.58% | 4.58% |
| 2024 | 9.26% | 0.37% |
| 2023 | 10.69% | 0.00% |
| 2022 | 7.35% | 0.00% |
| 2021 | 6.63% | 0.00% |
| 2020 | 8.77% | 0.00% |
| 2019 | 9.30% | 0.00% |
| 2018 | 11.18% | 0.00% |
| 2017 | 7.35% | 0.00% |
| 2016 | 8.76% | 0.00% |
| 2015 | 9.42% | 0.00% |
| 2014 | 7.79% | 0.00% |
| 2013 | 7.89% | 0.00% |
| 2012 | 1.26% | 0.00% |
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