Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BACAX (BLACKROCK ALL-CAP ENERGY & RESOURCES PORTFOLIO INVESTOR A) | 3.87% | -1.62% | 8.26% | 18.94% | 4.80% | 2.15% | 3.42% | 4.04% |
Data as of 07/25/2025, AR inception is 02/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BACAX (BLACKROCK ALL-CAP ENERGY & RESOURCES PORTFOLIO INVESTOR A) | 02/28/2005 | 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | -1.62 | 8.26 | 18.94 | 4.80 | 2.15 | 3.42 | 4.04 | 3.87 | 3.79 | 2.61 | 43.01 | 42.93 | -29.67 | 12.65 | -19.93 | 2.06 | 26.88 | -29.69 | -12.09 | 18.80 | -4.09 | -16.72 | 21.79 | 66.90 | -53.66 | 44.78 | 13.68 | 30.62 |
| Sharpe Ratio | NA | -0.22 | 0.22 | 0.64 | 0.11 | NA | NA | 0.09 | 0.16 | -0.18 | -0.08 | 1.30 | 1.62 | -0.53 | 0.66 | -0.98 | 0.10 | 1.04 | -1.13 | -0.66 | 1.14 | -0.17 | -0.48 | 0.81 | 1.54 | -0.78 | 1.70 | 0.39 | 1.53 |
| Standard Deviation(%) | NA | 22.23 | 22.45 | 26.20 | 28.38 | NA | NA | 31.27 | 25.45 | 15.99 | 21.84 | 32.22 | 26.53 | 56.09 | 16.99 | 21.78 | 14.46 | 25.57 | 26.37 | 18.31 | 16.45 | 24.12 | 34.89 | 26.76 | 43.26 | 69.70 | 24.71 | 26.67 | 22.86 |
| Draw Down(%) | NA | 17.80 | 18.73 | 26.21 | 65.90 | NA | NA | 78.86 | 17.54 | 12.81 | 15.46 | 25.75 | 15.84 | 59.19 | 18.16 | 31.32 | 17.23 | 15.21 | 35.40 | 30.19 | 10.58 | 28.72 | 38.03 | 17.63 | 24.15 | 71.88 | 15.62 | 22.83 | 14.26 |
| Yield(%) | 0.00 | 1.20 | 2.49 | 4.12 | 2.41 | 1.51 | 2.38 | 2.68 | 0.00 | 2.31 | 3.14 | 3.03 | 3.32 | 2.30 | 2.90 | 2.21 | 2.45 | 2.43 | 1.37 | 1.07 | 0.49 | 0.00 | 0.00 | 0.51 | 0.71 | 7.73 | 3.33 | 2.87 | 0.00 |
Data as of 07/25/2025, AR inception is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACAX (BLACKROCK ALL-CAP ENERGY & RESOURCES PORTFOLIO INVESTOR A) |
-20.28%
Oct 2017 - Oct 2020 |
-13.30%
Mar 2015 - Mar 2020 |
-8.40%
Oct 2010 - Oct 2020 |
-3.52%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACAX (BLACKROCK ALL-CAP ENERGY & RESOURCES PORTFOLIO INVESTOR A) |
41.49%
Oct 2020 - Oct 2023 |
23.95%
Mar 2020 - Mar 2025 |
6.68%
Apr 2005 - Apr 2015 |
5.50%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart