Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDAVX (BlackRock iShares Dynamic Allocation VI) | 6.87% | 18.40% | 13.97% | 6.97% | 8.82% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDAVX (BlackRock iShares Dynamic Allocation VI) | 05/02/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.06 | 18.40 | 13.97 | 6.97 | 8.82 | NA | NA | … | … | 6.87 | 9.68 | 11.30 | 15.32 | -15.01 | 11.70 | 14.35 | 22.22 | -5.18 | 14.72 | 6.17 | -3.98 | 0.96 |
| Sharpe Ratio | NA | 2.12 | 1.19 | 0.46 | 0.67 | NA | NA | … | … | 1.87 | 0.55 | 0.90 | 1.33 | -1.08 | 1.31 | 0.70 | 2.59 | -0.66 | 2.90 | 0.71 | -0.47 | 0.23 |
| Standard Deviation(%) | NA | 8.95 | 9.96 | 11.00 | 11.26 | NA | NA | … | … | 11.37 | 12.68 | 8.56 | 8.81 | 15.25 | 8.89 | 20.02 | 8.01 | 9.95 | 4.88 | 8.41 | 8.53 | 6.11 |
| Draw Down(%) | NA | 7.03 | 11.17 | 20.70 | 22.28 | NA | NA | … | … | 7.03 | 11.17 | 5.07 | 8.28 | 20.70 | 3.81 | 22.28 | 3.04 | 10.99 | 1.58 | 6.14 | 10.42 | 5.04 |
| Yield(%) | 0.00 | 6.41 | 6.08 | 5.20 | 5.16 | 3.55 | 2.67 | … | … | 0.00 | 6.68 | 8.59 | 2.06 | 1.69 | 9.62 | 1.70 | 4.30 | 2.11 | 1.89 | 2.05 | 1.73 | 0.96 |
Data as of 06/05/2026, Common starting date is 05/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDAVX (BlackRock iShares Dynamic Allocation VI) |
1.89%
Apr 2021 – Apr 2024 |
3.19%
Mar 2015 – Mar 2020 |
6.05%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDAVX (BlackRock iShares Dynamic Allocation VI) |
16.01%
Dec 2018 – Dec 2021 |
11.17%
Oct 2016 – Oct 2021 |
9.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart