Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BALPX (Blckrk Lc Cr P A) | 3.36% | 3.63% | 3.18% | 2.44% | 3.26% | 6.67% | NA | 4.36% |
Data as of 07/25/2025, AR inception is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALPX (Blckrk Lc Cr P A) | 12/27/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 3.63 | 3.18 | 2.44 | 3.26 | 6.67 | NA | 4.36 | 3.36 | 1.42 | 5.15 | -1.71 | -0.70 | 2.79 | 7.16 | 5.13 | 6.87 | 3.94 | -1.73 | 10.12 | 31.94 | 14.27 | 3.73 | 13.32 | 13.85 | -31.20 | -0.68 |
| Sharpe Ratio | NA | 0.09 | -0.04 | 0.09 | 0.35 | NA | NA | 0.23 | 0.50 | -1.63 | 0.22 | -0.68 | -0.19 | 0.25 | 3.01 | 0.87 | 2.21 | 0.83 | -0.18 | 0.79 | 2.61 | 1.09 | 0.14 | 0.63 | 0.58 | -0.91 | -6.07 |
| Standard Deviation(%) | NA | 5.01 | 4.36 | 4.14 | 5.13 | NA | NA | 14.64 | 6.03 | 3.18 | 4.17 | 4.59 | 3.78 | 10.20 | 1.91 | 4.42 | 2.83 | 4.48 | 10.06 | 12.80 | 12.22 | 13.18 | 26.18 | 21.13 | 23.65 | 35.27 | 9.90 |
| Draw Down(%) | NA | 2.78 | 4.03 | 7.46 | 11.54 | NA | NA | 46.97 | 2.78 | 1.70 | 3.52 | 4.30 | 6.25 | 11.54 | 0.75 | 3.74 | 2.48 | 2.57 | 6.79 | 9.09 | 6.53 | 11.99 | 25.67 | 17.15 | 24.58 | 45.87 | 0.78 |
| Yield(%) | 0.00 | 1.40 | 1.49 | 0.97 | 2.25 | 6.93 | 4.07 | 4.79 | 0.00 | 1.42 | 2.00 | 1.05 | 0.25 | 0.00 | 3.48 | 1.89 | 5.12 | 0.93 | 43.21 | 2.41 | 0.00 | 0.00 | 0.00 | 0.00 | 2.08 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 12/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALPX (Blckrk Lc Cr P A) |
-0.43%
May 2020 - May 2023 |
1.36%
Dec 2019 - Dec 2024 |
2.78%
Dec 2014 - Dec 2024 |
4.81%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALPX (Blckrk Lc Cr P A) |
21.19%
Sep 2011 - Sep 2014 |
19.15%
Feb 2009 - Feb 2014 |
11.98%
Feb 2009 - Feb 2019 |
8.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart