BMEZ vs FOR

Comparison between BlackRock Health Sciences Term Trust (BMEZ, Company) and Forestar Group Inc New (FOR, Company).

BMEZ is from the Financial Services sector, while FOR is from the Real Estate sector.

5-Year PerformanceFOR has outperformed BMEZ, delivering a return of +8.0% compared to -2.3%

BMEZ vs FOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMEZ(COMPANY)	FOR(COMPANY)
Market Cap	$1.53B	$1.52B
Max Drawdown	57.56%	89.77%
Sharpe Ratio	1.12	1.09
5Y Beta	0.59	0.85
Industry	Asset Management	Real Estate - Development
P/E Ratio	5.72	9.08
Forward P/E	N/A	49.02
5Y Dividends CAGR	1.48%	N/A
5Y EPS CAGR	N/A	19.13%
Debt to Equity	N/A	43.63%
Free Cash Flow Yield	N/A	17.40%
P/S Ratio	23.44	N/A
P/B Ratio	0.98	N/A

Market Cap

Winner

BMEZ

$1.53B

FOR

$1.52B

Max Drawdown

Winner

BMEZ

57.56%

FOR

89.77%

Sharpe Ratio

Winner

BMEZ

1.12

FOR

1.09

5Y Beta

Winner

BMEZ

0.59

FOR

0.85

Industry

BMEZ

Asset Management

FOR

Real Estate - Development

P/E Ratio

Winner

BMEZ

5.72

FOR

9.08

Forward P/E

BMEZ

N/A

FOR

49.02

5Y Dividends CAGR

BMEZ

1.48%

FOR

N/A

5Y EPS CAGR

BMEZ

N/A

FOR

19.13%

Debt to Equity

BMEZ

N/A

FOR

43.63%

Free Cash Flow Yield

BMEZ

N/A

FOR

17.40%

P/S Ratio

BMEZ

23.44

FOR

N/A

P/B Ratio

BMEZ

0.98

FOR

N/A

BMEZ vs FOR - Historical Returns

Returns include dividend reinvestment.

Period	BMEZ	FOR
1 month	+10.68%	+5.94%
3 months	+10.76%	+15.75%
6 months	+6.41%	+16.65%
1 year	+20.35%	+41.72%
5 years(CAGR)	-2.26%	+8.04%
10 years(CAGR)	N/A	+9.51%
Max(CAGR)	+5.34%	+1.19%

Winner

BMEZ

+10.68%

FOR

+5.94%

BMEZ

+10.76%

Winner

FOR

+15.75%

BMEZ

+6.41%

Winner

FOR

+16.65%

BMEZ

+20.35%

Winner

FOR

+41.72%

5Y(CAGR)

BMEZ

-2.26%

Winner

FOR

+8.04%

10Y(CAGR)

BMEZ

N/A

FOR

+9.51%

Max(CAGR)

Winner

BMEZ

+5.34%

FOR

+1.19%

BMEZ vs FOR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BMEZ	FOR
2026	+8.74%	+22.84%
2025	+18.07%	-3.86%
2024	+9.18%	-19.95%
2023	+3.31%	+112.94%
2022	-33.22%	-30.59%
2021	-7.99%	+7.83%
2020	+48.75%	-2.37%
2019	N/A	+52.08%
2018	N/A	-37.47%
2017	N/A	+63.57%
2016	N/A	+23.49%
2015	N/A	-29.51%
2014	N/A	-26.98%
2013	N/A	+19.56%
2012	N/A	+10.03%
2011	N/A	-21.32%
2010	N/A	-12.15%
2009	N/A	+148.36%
2008	N/A	-58.97%
2007	N/A	-1.71%

BMEZ vs FOR 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 FOR was -89.77%, occurring on Nov 20, 2008. Recovery took 3888 trading sessions.

The current BMEZ drawdown is -12.83%. The current FOR drawdown is -26.69%.

Rank	BMEZ	FOR
#1	-46.18% Feb 12, 2021 - May 11, 2022	-89.77% Feb 12, 2008 - Jul 25, 2023
#2	-39.45% Feb 11, 2020 - Jul 6, 2020	-54.72% Apr 9, 2024 - Apr 21, 2025
#3	-9.99% Sep 1, 2020 - Oct 5, 2020	-25.97% Aug 7, 2023 - Nov 14, 2023
#4	-8.45% Oct 13, 2020 - Nov 5, 2020	-23.39% Dec 24, 2007 - Feb 4, 2008
#5	-8.29% Jan 20, 2021 - Feb 12, 2021	-12.48% Jan 22, 2024 - Mar 6, 2024
#6	-5.64% Dec 23, 2020 - Jan 14, 2021	-6.83% Dec 27, 2023 - Jan 8, 2024
#7	-4.23% Aug 7, 2020 - Aug 31, 2020	-5.95% Nov 22, 2023 - Dec 14, 2023
#8	-3.53% Nov 17, 2020 - Nov 25, 2020	-5.84% Feb 4, 2008 - Feb 6, 2008
#9	-2.49% Dec 2, 2020 - Dec 9, 2020	-4.28% Mar 8, 2024 - Mar 27, 2024
#10	-2.23% Jul 17, 2020 - Jul 28, 2020	-4.06% Mar 28, 2024 - Apr 9, 2024
#11	-2.04% Jul 29, 2020 - Aug 5, 2020	-2.96% Feb 7, 2008 - Feb 12, 2008
#12	-1.88% Jan 14, 2021 - Jan 20, 2021	-2.83% Jan 8, 2024 - Jan 22, 2024
#13	-1.82% Oct 7, 2020 - Oct 13, 2020	-2.12% Nov 15, 2023 - Nov 21, 2023
#14	-1.55% Dec 15, 2020 - Dec 22, 2020	-2.08% Dec 13, 2007 - Dec 21, 2007
#15	-1.36% Nov 6, 2020 - Nov 11, 2020	-1.92% Dec 14, 2023 - Dec 19, 2023