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BHV vs USAF

Comparison between BlackRock Virginia Municipal Bond Trust. (BHV, ETF) and ATLAS AMERICA FUND (USAF, ETF).

BHV vs USAF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BHV
$18M
USAF
$18M
Expense Ratio
BHV
N/A
USAF
0.89%
Max Drawdown
BHV
61.07%
Winner
USAF
4.46%
Sharpe Ratio
Winner
BHV
1.47
USAF
0.43
5Y Beta
Winner
BHV
0.07
USAF
0.08
5Y Dividends CAGR
BHV
3.02%
USAF
N/A

BHV vs USAF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BHV
+11.07%
USAF
-1.21%
3M
Winner
BHV
+16.40%
USAF
-2.09%
6M
Winner
BHV
+17.47%
USAF
+2.00%
1Y
Winner
BHV
+29.09%
USAF
+5.74%
5Y(CAGR)
BHV
-2.69%
USAF
N/A
10Y(CAGR)
BHV
-0.35%
USAF
N/A
Max(CAGR)
BHV
+4.11%
Winner
USAF
+7.31%

BHV vs USAF - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearBHVUSAF
2026+22.54%+1.96%
2025+0.97%+8.95%
2024+4.60%+0.23%
2023-1.80%N/A
2022-35.97%N/A
2021+18.81%N/A
2020-1.66%N/A
2019+9.99%N/A
2018-5.76%N/A
2017+13.70%N/A
2016-19.85%N/A
2015+28.68%N/A
2014+18.48%N/A
2013-21.82%N/A
2012-1.28%N/A
2011+23.14%N/A
2010+0.46%N/A
2009+12.41%N/A
2008-6.55%N/A
2007-7.95%N/A
2006+23.15%N/A
2005+17.28%N/A
2004+3.87%N/A
2003+9.82%N/A
2002+6.07%N/A

BHV vs USAF Drawdown Comparison

The maximum drawdown for BHV was -55.61%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The maximum drawdown for USAF was -4.46%, occurring on Mar 26, 2026. This drawdown has not yet recovered.

The current BHV drawdown is -28.45%. The current USAF drawdown is -3.40%.

RankBHVUSAF
#1-55.61%
Mar 30, 2022 - Oct 25, 2023
-4.46%
Jan 29, 2026 - Mar 26, 2026
#2-37.65%
Sep 26, 2008 - Jan 20, 2010
-3.11%
Oct 20, 2025 - Jan 12, 2026
#3-35.50%
Nov 8, 2012 - Dec 22, 2015
-2.40%
Apr 2, 2025 - Apr 16, 2025
#4-33.89%
Oct 19, 2018 - Jun 9, 2021
-1.55%
May 6, 2025 - Jun 13, 2025
#5-26.44%
Aug 15, 2016 - Oct 19, 2018
-1.52%
Jul 22, 2025 - Aug 29, 2025
#6-18.60%
Jan 20, 2004 - Oct 11, 2004
-1.24%
Jun 13, 2025 - Jul 22, 2025
#7-18.54%
Dec 27, 2006 - Oct 29, 2007
-1.09%
Dec 11, 2024 - Jan 14, 2025
#8-17.99%
Jan 9, 2008 - Sep 15, 2008
-1.03%
Feb 18, 2025 - Mar 19, 2025
#9-17.35%
Oct 29, 2010 - Oct 19, 2011
-0.80%
Oct 8, 2025 - Oct 14, 2025
#10-17.24%
Nov 16, 2007 - Jan 9, 2008
-0.75%
Nov 22, 2024 - Dec 11, 2024
#11-12.59%
Aug 13, 2021 - Jan 7, 2022
-0.74%
Apr 22, 2025 - May 5, 2025
#12-11.69%
Mar 8, 2016 - Aug 4, 2016
-0.50%
Oct 16, 2025 - Oct 20, 2025
#13-11.29%
Sep 13, 2005 - Mar 17, 2006
-0.39%
Feb 13, 2025 - Feb 18, 2025
#14-10.67%
Jan 13, 2022 - Mar 30, 2022
-0.30%
Jan 24, 2025 - Jan 31, 2025
#15-10.59%
Jan 4, 2012 - May 2, 2012
-0.28%
Sep 22, 2025 - Sep 26, 2025

Correlation

Correlation between BHV and USAF is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (2002 - 2026)

BHV vs USAF dividend yield comparison.

YearBHVUSAF
20261.81%0.00%
20255.86%2.50%
20244.64%0.00%
20233.10%0.00%
20224.50%0.00%
20212.97%0.00%
20203.43%0.00%
20193.55%0.00%
20184.85%0.00%
20174.52%0.00%
20165.12%0.00%
20153.89%0.00%
20145.26%0.00%
20135.64%0.00%
20125.06%0.00%
20114.95%0.00%
20106.01%0.00%
20096.58%0.00%
20086.69%0.00%
20075.13%0.00%
20063.45%0.00%
20054.47%0.00%
20045.50%0.00%
20035.40%0.00%
20023.88%0.00%

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