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BTX vs UPWK

Comparison between BlackRock Innovation and Growth Term Trust (BTX, Company) and Upwork Inc (UPWK, Company).

BTX is from the Financial Services sector, while UPWK is from the Communication Services sector.

5-Year PerformanceBTX has outperformed UPWK, delivering a return of -6.3% compared to -29.0%

BTX vs UPWK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
BTX
$1.06B
Winner
UPWK
$1.06B
Max Drawdown
Winner
BTX
76.03%
UPWK
87.48%
Sharpe Ratio
Winner
BTX
1.08
UPWK
-0.35
5Y Beta
BTX
1.26
Winner
UPWK
1.01
Industry
BTX
Asset Management
UPWK
Internet Content & Information
P/E Ratio
BTX
29.19
Winner
UPWK
10.14
Forward P/E
BTX
N/A
UPWK
5.77
PEG Ratio
Winner
BTX
0.00
UPWK
0.50
5Y Dividends CAGR
BTX
47.97%
UPWK
N/A
Debt to Equity
Winner
BTX
0.00%
UPWK
126.48%
Free Cash Flow Yield
BTX
-1.64%
Winner
UPWK
21.67%
P/S Ratio
BTX
91.78
Winner
UPWK
1.39
P/B Ratio
Winner
BTX
1.15
UPWK
1.99

BTX vs UPWK - Historical Returns

Returns include dividend reinvestment.

1M
BTX
-8.77%
Winner
UPWK
+6.49%
3M
Winner
BTX
+16.51%
UPWK
-18.35%
6M
Winner
BTX
+29.63%
UPWK
-55.07%
1Y
Winner
BTX
+33.11%
UPWK
-30.32%
5Y(CAGR)
Winner
BTX
-6.27%
UPWK
-29.03%
Max(CAGR)
Winner
BTX
-5.85%
UPWK
-10.38%

BTX vs UPWK - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearBTXUPWK
2026+33.12%-54.49%
2025+0.51%+20.78%
2024+15.41%+14.02%
2023+18.15%+37.94%
2022-49.26%-69.08%
2021-24.44%+1.67%
2020N/A+228.14%
2019N/A-42.42%
2018N/A-14.49%

BTX vs UPWK Drawdown Comparison

The maximum drawdown for BTX was -67.27%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The maximum drawdown for UPWK was -87.48%, occurring on May 25, 2023. This drawdown has not yet recovered.

The current BTX drawdown is -36.70%. The current UPWK drawdown is -85.12%.

RankBTXUPWK
#1-67.27%
Apr 16, 2021 - Dec 28, 2022
-87.48%
Jul 13, 2021 - May 25, 2023
#2-0.27%
Apr 9, 2021 - Apr 13, 2021
-77.42%
Feb 27, 2019 - Nov 5, 2020
#3N/A-33.40%
Feb 16, 2021 - Jun 24, 2021
#4N/A-24.41%
Oct 3, 2018 - Feb 6, 2019
#5N/A-17.02%
Dec 21, 2020 - Jan 12, 2021
#6N/A-10.33%
Nov 20, 2020 - Dec 8, 2020
#7N/A-8.92%
Jan 12, 2021 - Jan 25, 2021
#8N/A-8.36%
Jan 26, 2021 - Feb 2, 2021
#9N/A-7.25%
Nov 6, 2020 - Nov 11, 2020
#10N/A-7.22%
Feb 6, 2019 - Feb 12, 2019
#11N/A-6.57%
Jun 29, 2021 - Jul 13, 2021
#12N/A-5.46%
Dec 8, 2020 - Dec 15, 2020
#13N/A-5.05%
Feb 14, 2019 - Feb 27, 2019
#14N/A-3.41%
Feb 9, 2021 - Feb 11, 2021
#15N/A-2.56%
Jun 24, 2021 - Jun 29, 2021

Correlation

Correlation between BTX and UPWK is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

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