Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BASTX (BlackRock Sustainable Total Return Fund Investor A) | NA | 3.98% | 5.21% | NA | NA | NA | NA | … | … |
Data as of 10/07/2025, Common starting date is 10/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BASTX (BlackRock Sustainable Total Return Fund Investor A) | 10/19/2021 | 10/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.98 | 5.21 | NA | NA | NA | NA | … | … | 6.34 | 1.18 | 5.94 | -14.94 | 0.38 |
| Sharpe Ratio | NA | 0.19 | 0.28 | NA | NA | NA | NA | … | … | 1.12 | -0.43 | 0.30 | -2.09 | 0.46 |
| Standard Deviation(%) | NA | 5.00 | 6.48 | NA | NA | NA | NA | … | … | 4.82 | 5.64 | 7.71 | 7.88 | 3.99 |
| Draw Down(%) | NA | 3.73 | 7.86 | NA | NA | NA | NA | … | … | 3.00 | 4.51 | 7.86 | 18.89 | 1.69 |
| Yield(%) | 0.00 | 3.37 | 4.11 | 2.32 | 1.16 | 0.77 | 0.58 | … | … | 2.44 | 4.04 | 3.60 | 3.09 | 0.18 |
Data as of 10/07/2025, Common starting date is 10/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASTX (BlackRock Sustainable Total Return Fund Investor A) |
-3.03%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASTX (BlackRock Sustainable Total Return Fund Investor A) |
5.08%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart