Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BATAX (BlackRock Allocation Target Shares Ser A) | 1.40% | 5.77% | 7.45% | 4.19% | 4.43% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BATAX (BlackRock Allocation Target Shares Ser A) | 09/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.77 | 7.45 | 4.19 | 4.43 | NA | NA | … | … | 1.40 | 7.39 | 8.51 | 8.52 | -5.28 | 2.77 | 2.97 | 6.80 | 1.35 | 6.40 | 7.10 | 2.92 |
| Sharpe Ratio | NA | 1.85 | 1.93 | 0.75 | 0.92 | NA | NA | … | … | 0.62 | 2.11 | 2.07 | 1.90 | -2.98 | 2.02 | 0.35 | 2.83 | -0.02 | 3.59 | 2.19 | 4.01 |
| Standard Deviation(%) | NA | 2.03 | 2.29 | 2.24 | 3.14 | NA | NA | … | … | 1.96 | 2.15 | 2.36 | 2.58 | 2.26 | 1.36 | 7.78 | 1.88 | 1.59 | 1.60 | 3.14 | 2.74 |
| Draw Down(%) | NA | 0.94 | 1.15 | 6.93 | 17.42 | NA | NA | … | … | 0.94 | 1.15 | 0.63 | 0.76 | 6.86 | 0.40 | 17.42 | 0.79 | 1.08 | 0.39 | 3.10 | 0.39 |
| Yield(%) | 0.00 | 5.32 | 6.15 | 4.86 | 4.72 | 3.51 | 2.63 | … | … | 1.81 | 6.00 | 6.64 | 6.05 | 3.70 | 2.74 | 3.48 | 4.86 | 4.39 | 5.28 | 7.02 | 1.91 |
Data as of 06/03/2026, Common starting date is 09/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BATAX (BlackRock Allocation Target Shares Ser A) |
-0.30%
Oct 2019 – Oct 2022 |
1.50%
Oct 2017 – Oct 2022 |
4.46%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BATAX (BlackRock Allocation Target Shares Ser A) |
8.30%
Oct 2022 – Oct 2025 |
5.76%
Mar 2020 – Mar 2025 |
4.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart