Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BABDX (BlackRock Gbl Dividend Incm Ptf Inv A) | 7.28% | 8.89% | 10.28% | 9.27% | 7.37% | 8.05% | NA | 6.68% |
Data as of 07/25/2025, AR inception is 04/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BABDX (BlackRock Gbl Dividend Incm Ptf Inv A) | 04/09/2008 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.68 | 8.89 | 10.28 | 9.27 | 7.37 | 8.05 | NA | 6.68 | 7.28 | 9.51 | 16.29 | -13.94 | 17.31 | 6.73 | 22.47 | -10.73 | 19.55 | 5.68 | 2.47 | 2.25 | 19.29 | 10.07 | 7.95 | 7.47 | 23.66 | -25.21 |
| Sharpe Ratio | NA | 0.35 | 0.47 | 0.49 | 0.38 | NA | NA | 0.37 | 0.54 | 0.57 | 1.09 | -0.75 | 1.54 | 0.22 | 2.19 | -1.01 | 2.09 | 0.45 | 0.18 | 0.24 | 2.01 | 0.96 | 0.44 | 0.59 | 1.31 | -1.27 |
| Standard Deviation(%) | NA | 16.13 | 14.78 | 14.81 | 15.52 | NA | NA | 15.37 | 19.26 | 10.28 | 11.72 | 20.60 | 11.23 | 29.05 | 9.60 | 12.03 | 9.07 | 12.07 | 13.32 | 9.44 | 9.57 | 10.49 | 17.86 | 12.48 | 18.01 | 26.39 |
| Draw Down(%) | NA | 15.07 | 16.82 | 24.58 | 33.20 | NA | NA | 42.38 | 15.07 | 5.37 | 10.74 | 24.58 | 4.98 | 33.20 | 5.61 | 18.24 | 4.72 | 7.27 | 10.31 | 9.43 | 7.06 | 8.23 | 12.09 | 9.71 | 20.74 | 35.16 |
| Yield(%) | 0.00 | 6.77 | 4.07 | 7.84 | 6.74 | 7.32 | 5.09 | 5.98 | 0.19 | 8.06 | 2.02 | 5.06 | 17.81 | 5.72 | 8.82 | 5.67 | 7.32 | 2.32 | 4.02 | 4.81 | 2.71 | 2.49 | 2.21 | 1.97 | 3.91 | 2.66 |
Data as of 07/25/2025, AR inception is 04/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABDX (BlackRock Gbl Dividend Incm Ptf Inv A) |
-0.82%
Mar 2017 - Mar 2020 |
1.52%
Sep 2017 - Sep 2022 |
5.06%
Oct 2013 - Oct 2023 |
5.56%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABDX (BlackRock Gbl Dividend Incm Ptf Inv A) |
19.66%
Feb 2009 - Feb 2012 |
16.97%
Feb 2009 - Feb 2014 |
10.92%
Feb 2009 - Feb 2019 |
9.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart