Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BACIX (BLACKROCK ALL-CAP ENERGY & RESOURCES PORTFOLIO INSTITUTIONAL) | 30.23% | 45.14% | 18.21% | 18.97% | 8.95% | 3.09% | 4.10% | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BACIX (BLACKROCK ALL-CAP ENERGY & RESOURCES PORTFOLIO INSTITUTIONAL) | 02/25/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.02 | 45.14 | 18.21 | 18.97 | 8.95 | 3.09 | 4.10 | … | … | 30.23 | 11.03 | 4.22 | 2.97 | 43.64 | 43.49 | -29.39 | 13.06 | -19.49 | 2.44 | 27.34 | -29.37 | -11.75 | 19.35 | -3.69 | -16.37 | 22.26 | 67.68 | -53.51 | 45.28 | 14.14 | 31.08 |
| Sharpe Ratio | NA | 2.22 | 0.72 | 0.72 | 0.26 | NA | NA | … | … | 3.45 | 0.39 | 0.04 | -0.03 | 1.32 | 1.64 | -0.53 | 0.68 | -0.96 | 0.13 | 1.06 | -1.11 | -0.64 | 1.15 | -0.16 | -0.47 | 0.83 | 1.56 | -0.78 | 1.71 | 0.40 | 1.54 |
| Standard Deviation(%) | NA | 17.19 | 18.95 | 23.51 | 27.37 | NA | NA | … | … | 20.90 | 20.95 | 15.98 | 21.80 | 32.18 | 26.50 | 56.19 | 16.92 | 21.83 | 14.32 | 25.56 | 26.38 | 18.35 | 16.79 | 24.15 | 34.86 | 26.81 | 43.20 | 69.67 | 24.70 | 26.68 | 22.82 |
| Draw Down(%) | NA | 9.03 | 18.45 | 25.76 | 65.62 | NA | NA | … | … | 9.03 | 17.60 | 12.62 | 15.45 | 25.76 | 15.82 | 59.11 | 18.06 | 31.17 | 16.99 | 15.15 | 35.30 | 30.04 | 10.45 | 28.61 | 37.84 | 17.60 | 24.11 | 71.85 | 15.61 | 22.71 | 14.21 |
| Yield(%) | 0.00 | 3.03 | 3.22 | 3.92 | 3.03 | 1.52 | 2.17 | … | … | 0.00 | 2.98 | 2.65 | 3.48 | 3.43 | 3.72 | 2.48 | 3.29 | 2.63 | 2.72 | 2.97 | 1.73 | 1.56 | 0.79 | 0.02 | 0.00 | 0.87 | 1.17 | 7.66 | 3.79 | 2.86 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACIX (BLACKROCK ALL-CAP ENERGY & RESOURCES PORTFOLIO INSTITUTIONAL) |
-19.93%
Oct 2017 – Oct 2020 |
-12.93%
Mar 2015 – Mar 2020 |
-8.03%
Oct 2010 – Oct 2020 |
-3.13%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACIX (BLACKROCK ALL-CAP ENERGY & RESOURCES PORTFOLIO INSTITUTIONAL) |
42.10%
Oct 2020 – Oct 2023 |
26.16%
Oct 2020 – Oct 2025 |
10.38%
Feb 2016 – Feb 2026 |
5.94%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart