BMEZ vs CRI

Comparison between BlackRock Health Sciences Term Trust (BMEZ, Company) and Carters Inc (CRI, Company).

BMEZ is from the Financial Services sector, while CRI is from the Consumer Cyclical sector.

5-Year PerformanceBMEZ has outperformed CRI, delivering a return of -2.9% compared to -13.6%

BMEZ vs CRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMEZ(COMPANY)	CRI(COMPANY)
Market Cap	$1.53B	$1.52B
Max Drawdown	57.56%	80.74%
Sharpe Ratio	0.56	0.77
5Y Beta	0.59	1.04
Industry	Asset Management	Apparel Retail
P/E Ratio	5.72	16.64
Forward P/E	N/A	15.41
Dividend Yield	N/A	2.39%
5Y Dividends CAGR	1.48%	25.59%
5Y EPS CAGR	N/A	-16.99%
Debt to Equity	N/A	61.12%
Free Cash Flow Yield	N/A	8.35%
P/S Ratio	23.44	N/A
P/B Ratio	0.98	N/A

Market Cap

Winner

BMEZ

$1.53B

CRI

$1.52B

Max Drawdown

Winner

BMEZ

57.56%

CRI

80.74%

Sharpe Ratio

BMEZ

0.56

Winner

CRI

0.77

5Y Beta

Winner

BMEZ

0.59

CRI

1.04

Industry

BMEZ

Asset Management

CRI

Apparel Retail

P/E Ratio

Winner

BMEZ

5.72

CRI

16.64

Forward P/E

BMEZ

N/A

CRI

15.41

Dividend Yield

BMEZ

N/A

CRI

2.39%

5Y Dividends CAGR

BMEZ

1.48%

Winner

CRI

25.59%

5Y EPS CAGR

BMEZ

N/A

CRI

-16.99%

Debt to Equity

BMEZ

N/A

CRI

61.12%

Free Cash Flow Yield

BMEZ

N/A

CRI

8.35%

P/S Ratio

BMEZ

23.44

CRI

N/A

P/B Ratio

BMEZ

0.98

CRI

N/A

BMEZ vs CRI - Historical Returns

Returns include dividend reinvestment.

Period	BMEZ	CRI
1 month	+6.54%	+17.06%
3 months	+5.29%	+20.04%
6 months	+2.44%	+30.35%
1 year	+13.28%	+39.02%
5 years(CAGR)	-2.93%	-13.56%
10 years(CAGR)	N/A	-6.32%
Max(CAGR)	+4.23%	+6.90%

BMEZ

+6.54%

Winner

CRI

+17.06%

BMEZ

+5.29%

Winner

CRI

+20.04%

BMEZ

+2.44%

Winner

CRI

+30.35%

BMEZ

+13.28%

Winner

CRI

+39.02%

5Y(CAGR)

Winner

BMEZ

-2.93%

CRI

-13.56%

10Y(CAGR)

BMEZ

N/A

CRI

-6.32%

Max(CAGR)

BMEZ

+4.23%

Winner

CRI

+6.90%

BMEZ vs CRI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	BMEZ	CRI
2026	+1.36%	+26.11%
2025	+18.07%	-37.03%
2024	+9.18%	-24.64%
2023	+3.31%	+4.62%
2022	-33.22%	-23.71%
2021	-7.99%	+11.29%
2020	+48.75%	-14.04%
2019	N/A	+37.32%
2018	N/A	-29.55%
2017	N/A	+37.37%
2016	N/A	-6.03%
2015	N/A	+4.50%
2014	N/A	+21.86%
2013	N/A	+27.56%
2012	N/A	+40.92%
2011	N/A	+36.15%
2010	N/A	+11.65%
2009	N/A	+36.43%
2008	N/A	+0.57%
2007	N/A	-23.67%
2006	N/A	-15.06%
2005	N/A	+77.79%
2004	N/A	+35.20%
2003	N/A	+3.25%

BMEZ vs CRI Drawdown Comparison

The maximum drawdown for BMEZ was -46.18%, occurring on May 11, 2022. This drawdown has not yet recovered.

The maximum drawdown for CRI was -76.12%, occurring on Aug 1, 2025. This drawdown has not yet recovered.

The current BMEZ drawdown is -18.75%. The current CRI drawdown is -56.97%.

Rank	BMEZ	CRI
#1	-46.18% Feb 12, 2021 - May 11, 2022	-76.12% Feb 26, 2018 - Aug 1, 2025
#2	-39.45% Feb 11, 2020 - Jul 6, 2020	-63.97% Mar 16, 2006 - Oct 24, 2011
#3	-9.99% Sep 1, 2020 - Oct 5, 2020	-29.25% Jul 26, 2016 - Nov 28, 2017
#4	-8.45% Oct 13, 2020 - Nov 5, 2020	-22.68% Jul 22, 2015 - Jul 8, 2016
#5	-8.29% Jan 20, 2021 - Feb 12, 2021	-20.11% May 25, 2004 - Oct 27, 2004
#6	-5.64% Dec 23, 2020 - Jan 14, 2021	-18.78% Aug 3, 2005 - Jan 23, 2006
#7	-4.23% Aug 7, 2020 - Aug 31, 2020	-15.96% Sep 20, 2013 - Mar 4, 2014
#8	-3.53% Nov 17, 2020 - Nov 25, 2020	-15.57% Nov 12, 2003 - Feb 11, 2004
#9	-2.49% Dec 2, 2020 - Dec 9, 2020	-14.31% Apr 2, 2014 - Aug 8, 2014
#10	-2.23% Jul 17, 2020 - Jul 28, 2020	-12.43% Sep 6, 2012 - Jan 4, 2013
#11	-2.04% Jul 29, 2020 - Aug 5, 2020	-11.00% Apr 21, 2005 - May 11, 2005
#12	-1.88% Jan 14, 2021 - Jan 20, 2021	-10.49% Jul 5, 2012 - Aug 28, 2012
#13	-1.82% Oct 7, 2020 - Oct 13, 2020	-10.29% Jan 26, 2006 - Mar 16, 2006
#14	-1.55% Dec 15, 2020 - Dec 22, 2020	-10.26% Apr 26, 2012 - Jul 5, 2012
#15	-1.36% Nov 6, 2020 - Nov 11, 2020	-10.11% Nov 30, 2004 - Jan 27, 2005

Correlation

Correlation between BMEZ and CRI is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14

-101

Dividend Comparison (2013 - 2026)

BMEZ vs CRI dividend yield comparison.

Year	BMEZ	CRI
2026	4.53%	1.21%
2025	12.43%	4.78%
2024	11.74%	5.91%
2023	10.80%	4.01%
2022	11.28%	4.02%
2021	6.51%	1.38%
2020	3.14%	0.64%
2019	0.00%	1.83%
2018	0.00%	2.21%
2017	0.00%	1.26%
2016	0.00%	1.53%
2015	0.00%	0.99%
2014	0.00%	0.87%
2013	0.00%	0.67%