Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAREX (BlackRock Rl Est Scrts Fd Invstr A Shrs) | 11.52% | 13.45% | 10.28% | 2.88% | 6.14% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAREX (BlackRock Rl Est Scrts Fd Invstr A Shrs) | 10/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.36 | 13.45 | 10.28 | 2.88 | 6.14 | NA | NA | … | … | 11.52 | 2.81 | 3.49 | 13.28 | -27.74 | 45.86 | -4.42 | 27.52 | -3.28 | 5.91 | 7.37 | 3.48 | 31.18 | 2.44 | 2.15 |
| Sharpe Ratio | NA | 0.94 | 0.51 | 0.06 | 0.22 | NA | NA | … | … | 2.27 | 0.00 | -0.01 | 0.49 | -1.18 | 2.96 | -0.11 | 2.09 | -0.28 | 0.50 | 0.42 | 0.20 | 2.80 | 0.16 | 0.90 |
| Standard Deviation(%) | NA | 12.92 | 16.48 | 18.73 | 21.11 | NA | NA | … | … | 14.18 | 16.59 | 15.62 | 19.97 | 24.77 | 15.46 | 43.74 | 12.45 | 16.61 | 10.48 | 17.07 | 17.55 | 11.13 | 15.39 | 10.31 |
| Draw Down(%) | NA | 8.21 | 18.15 | 35.03 | 41.90 | NA | NA | … | … | 8.21 | 14.78 | 11.36 | 20.81 | 33.31 | 6.86 | 41.90 | 5.83 | 13.48 | 6.45 | 14.62 | 16.48 | 7.48 | 17.54 | 6.01 |
| Yield(%) | 0.00 | 2.13 | 2.73 | 2.31 | 3.66 | 4.21 | 3.16 | … | … | 0.00 | 2.75 | 2.62 | 2.90 | 2.87 | 1.73 | 1.85 | 2.20 | 2.67 | 9.25 | 7.05 | 6.22 | 2.54 | 3.92 | 0.43 |
Data as of 06/03/2026, Common starting date is 10/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAREX (BlackRock Rl Est Scrts Fd Invstr A Shrs) |
-5.38%
Dec 2021 – Dec 2024 |
0.92%
Mar 2015 – Mar 2020 |
4.99%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAREX (BlackRock Rl Est Scrts Fd Invstr A Shrs) |
21.14%
Dec 2018 – Dec 2021 |
12.74%
Dec 2016 – Dec 2021 |
8.07%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart