Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BCLPX (Blckrk Lc Cr P C) 0.81% 4.05% 5.06% 1.38% 2.96% 4.66% NA
Data as of 06/03/2026, Common starting date is 12/27/2007
More Performance Analytics Comparison
Name Start Date End Date
BCLPX (Blckrk Lc Cr P C) 12/27/2007 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 2011 2010 2009 2008 2007
Annualized Return (%) -0.46 4.05 5.06 1.38 2.96 4.66 NA 0.81 7.43 1.21 4.24 -2.50 -1.29 1.92 6.28 4.40 6.16 3.17 -2.46 9.30 30.94 13.49 2.99 12.53 12.93 -31.63 -0.78
Sharpe Ratio NA 0.79 0.61 -0.27 0.29 NA NA 0.22 1.12 -0.76 0.14 -0.85 -0.35 0.16 2.57 0.68 1.99 0.66 -0.25 0.72 2.53 1.02 0.11 0.59 0.54 -0.92 -5.90
Standard Deviation(%) NA 2.82 3.56 4.00 4.73 NA NA 3.03 4.08 3.17 4.22 4.64 3.76 10.14 1.87 4.43 2.77 4.50 10.04 12.85 12.23 13.24 26.15 21.23 23.76 35.32 11.01
Draw Down(%) NA 1.62 2.71 8.68 11.56 NA NA 1.62 2.71 1.55 3.75 4.39 6.27 11.56 0.72 3.75 2.49 2.70 7.20 9.20 6.58 12.10 25.71 17.33 24.65 46.21 0.88
Yield(%) 0.00 3.96 2.48 1.51 1.88 5.58 4.05 0.00 4.12 1.32 1.77 0.73 0.00 0.00 3.46 1.60 4.88 0.00 45.25 2.50 0.00 0.00 0.00 0.00 1.38 0.00 0.00
Data as of 06/03/2026, Common starting date is 12/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCLPX (Blckrk Lc Cr P C) -1.22%
May 2020 – May 2023
0.69%
Dec 2019 – Dec 2024
2.06%
Dec 2014 – Dec 2024
4.04%
May 2008 – May 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCLPX (Blckrk Lc Cr P C) 20.30%
Sep 2011 – Sep 2014
18.27%
Feb 2009 – Feb 2014
11.16%
Feb 2009 – Feb 2019
7.82%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return