Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BARDX (BlackRock Developed Real Estate Index Fu) | 7.00% | 11.53% | 9.33% | 1.23% | 3.62% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BARDX (BlackRock Developed Real Estate Index Fu) | 08/18/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 11.53 | 9.33 | 1.23 | 3.62 | NA | NA | … | … | 7.00 | 4.19 | 1.16 | 10.00 | -24.82 | 26.42 | -8.59 | 22.10 | -5.19 | 10.69 | 4.12 | -2.39 |
| Sharpe Ratio | NA | 0.88 | 0.50 | -0.04 | 0.12 | NA | NA | … | … | 1.39 | 0.09 | -0.18 | 0.37 | -1.25 | 2.15 | -0.23 | 2.27 | -0.55 | 1.35 | 0.27 | -0.38 |
| Standard Deviation(%) | NA | 11.77 | 14.72 | 16.18 | 17.84 | NA | NA | … | … | 13.33 | 15.43 | 14.02 | 17.17 | 21.14 | 12.28 | 37.67 | 9.09 | 12.02 | 7.47 | 14.72 | 16.72 |
| Draw Down(%) | NA | 10.08 | 17.66 | 32.96 | 43.02 | NA | NA | … | … | 10.08 | 12.67 | 12.20 | 20.48 | 32.58 | 7.13 | 43.02 | 4.16 | 10.07 | 4.76 | 13.17 | 10.01 |
| Yield(%) | 0.00 | 5.88 | 9.74 | 5.39 | 4.92 | 3.47 | 2.60 | … | … | 0.00 | 6.89 | 19.43 | 2.84 | 0.74 | 4.84 | 1.57 | 7.48 | 3.33 | 4.73 | 2.36 | 1.25 |
Data as of 06/04/2026, Common starting date is 08/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARDX (BlackRock Developed Real Estate Index Fu) |
-6.20%
Sep 2019 – Sep 2022 |
-1.11%
Oct 2018 – Oct 2023 |
3.17%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARDX (BlackRock Developed Real Estate Index Fu) |
12.16%
Dec 2018 – Dec 2021 |
8.17%
Dec 2016 – Dec 2021 |
5.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart