Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAICX (BlackRock Incm Ptf Investor A Cl) | 2.81% | 9.91% | 9.59% | 4.16% | 5.34% | 5.41% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAICX (BlackRock Incm Ptf Investor A Cl) | 04/08/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 9.91 | 9.59 | 4.16 | 5.34 | 5.41 | NA | … | … | 2.81 | 11.56 | 7.17 | 10.83 | -11.72 | 6.89 | 5.98 | 13.64 | -3.75 | 8.79 | 6.48 | -1.58 | 4.92 | 8.99 | 13.06 | 4.76 | 11.54 | 25.27 | -21.30 |
| Sharpe Ratio | NA | 1.60 | 1.18 | 0.28 | 0.62 | NA | NA | … | … | 0.83 | 1.44 | 0.72 | 1.19 | -1.56 | 1.62 | 0.53 | 3.74 | -1.19 | 3.41 | 1.31 | -0.32 | 1.24 | 2.29 | 3.07 | 0.50 | 1.33 | 2.13 | -1.75 |
| Standard Deviation(%) | NA | 5.36 | 5.81 | 6.30 | 6.07 | NA | NA | … | … | 6.60 | 6.05 | 4.93 | 6.10 | 8.46 | 4.24 | 10.83 | 3.26 | 4.33 | 2.40 | 4.78 | 5.02 | 3.97 | 3.91 | 4.27 | 9.41 | 8.64 | 11.83 | 16.31 |
| Draw Down(%) | NA | 5.00 | 5.87 | 16.80 | 19.76 | NA | NA | … | … | 5.00 | 5.70 | 2.99 | 5.87 | 16.72 | 2.52 | 19.76 | 1.27 | 7.03 | 1.01 | 4.94 | 6.33 | 3.88 | 4.87 | 4.07 | 8.30 | 7.05 | 13.91 | 29.10 |
| Yield(%) | 0.00 | 6.06 | 6.21 | 5.02 | 5.08 | 5.18 | 4.48 | … | … | 1.92 | 6.59 | 5.91 | 5.83 | 4.22 | 5.26 | 3.79 | 5.13 | 4.88 | 4.79 | 4.84 | 5.02 | 5.42 | 4.72 | 4.42 | 2.66 | 3.38 | 4.82 | 3.15 |
Data as of 06/03/2026, Common starting date is 04/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAICX (BlackRock Incm Ptf Investor A Cl) |
-0.93%
Sep 2019 – Sep 2022 |
1.10%
Sep 2017 – Sep 2022 |
2.96%
Oct 2013 – Oct 2023 |
4.28%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAICX (BlackRock Incm Ptf Investor A Cl) |
19.05%
Feb 2009 – Feb 2012 |
14.96%
Feb 2009 – Feb 2014 |
9.12%
Feb 2009 – Feb 2019 |
7.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart