Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BASIX (BlackRock Strategic Inc Opps Inv A) | 4.19% | 6.92% | 5.28% | 3.36% | 2.94% | 3.37% | NA | 3.73% |
Data as of 07/11/2025, AR inception is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BASIX (BlackRock Strategic Inc Opps Inv A) | 02/12/2008 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 6.92 | 5.28 | 3.36 | 2.94 | 3.37 | NA | 3.73 | 4.19 | 5.03 | 7.00 | -5.91 | 0.68 | 6.94 | 7.47 | -0.78 | 3.55 | 3.31 | -0.58 | 3.60 | 3.02 | 9.65 | -0.98 | 12.71 | 24.76 | -15.04 |
| Sharpe Ratio | NA | 1.30 | 0.57 | 0.36 | 0.48 | NA | NA | 0.84 | 1.76 | 0.44 | 0.89 | -2.66 | 0.14 | 1.49 | 3.42 | -1.22 | 1.74 | 0.94 | -0.43 | 2.30 | 1.79 | 6.26 | -0.42 | 3.20 | 4.92 | -2.99 |
| Standard Deviation(%) | NA | 2.86 | 3.38 | 3.53 | 3.18 | NA | NA | 3.30 | 2.93 | 3.20 | 3.78 | 2.76 | 4.79 | 4.47 | 1.76 | 1.79 | 1.67 | 3.29 | 1.42 | 1.55 | 1.66 | 1.54 | 2.39 | 3.94 | 5.02 | 5.88 |
| Draw Down(%) | NA | 1.91 | 4.29 | 8.79 | 9.93 | NA | NA | 18.89 | 1.91 | 1.86 | 2.31 | 8.05 | 3.28 | 9.93 | 0.51 | 2.46 | 0.72 | 2.84 | 2.43 | 1.21 | 3.02 | 0.92 | 3.72 | 1.79 | 2.86 | 18.89 |
| Yield(%) | 0.00 | 4.53 | 4.48 | 3.70 | 3.30 | 3.48 | 3.20 | 3.76 | 2.24 | 4.50 | 4.28 | 3.48 | 2.80 | 2.77 | 3.41 | 2.95 | 3.21 | 2.64 | 2.80 | 4.06 | 2.38 | 3.31 | 3.59 | 6.07 | 6.69 | 4.90 |
Data as of 07/11/2025, AR inception is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASIX (BlackRock Strategic Inc Opps Inv A) |
-0.10%
Oct 2020 - Oct 2023 |
1.01%
Mar 2015 - Mar 2020 |
1.97%
Oct 2013 - Oct 2023 |
3.19%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASIX (BlackRock Strategic Inc Opps Inv A) |
12.48%
Feb 2009 - Feb 2012 |
9.79%
Nov 2008 - Nov 2013 |
5.78%
Nov 2008 - Nov 2018 |
4.74%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart