Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDMAX (BlackRock Global Long Shrt Eq Fd A Shrs) | 13.05% | 22.22% | 21.84% | 12.78% | 8.20% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDMAX (BlackRock Global Long Shrt Eq Fd A Shrs) | 12/26/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.16 | 22.22 | 21.84 | 12.78 | 8.20 | NA | NA | … | … | 13.05 | 18.09 | 21.12 | 14.27 | 1.48 | 3.20 | -0.09 | -1.01 | 1.86 | 12.57 | -7.14 | -1.19 | 0.79 | 17.08 | 0.50 |
| Sharpe Ratio | NA | 2.56 | 2.56 | 1.50 | 1.07 | NA | NA | … | … | 4.07 | 2.03 | 2.42 | 1.84 | 0.01 | 0.58 | -0.05 | -0.59 | 0.10 | 3.05 | -1.59 | -0.27 | 0.18 | 3.33 | 11.39 |
| Standard Deviation(%) | NA | 6.76 | 6.92 | 6.50 | 5.80 | NA | NA | … | … | 6.30 | 7.54 | 7.22 | 5.81 | 6.01 | 5.44 | 6.47 | 4.22 | 4.94 | 3.92 | 4.62 | 4.50 | 4.21 | 5.11 | 4.59 |
| Draw Down(%) | NA | 3.61 | 4.15 | 6.64 | 9.70 | NA | NA | … | … | 2.62 | 3.61 | 4.15 | 2.33 | 5.07 | 5.72 | 6.83 | 6.05 | 5.00 | 1.59 | 9.83 | 4.81 | 4.80 | 2.72 | 0.00 |
| Yield(%) | 0.00 | 8.83 | 11.02 | 6.83 | 4.63 | 3.43 | 2.57 | … | … | 0.00 | 9.64 | 14.30 | 7.61 | 0.00 | 1.27 | 0.04 | 6.13 | 0.86 | 0.00 | 0.00 | 1.51 | 0.11 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDMAX (BlackRock Global Long Shrt Eq Fd A Shrs) |
-2.62%
Jan 2014 – Jan 2017 |
0.28%
Mar 2015 – Mar 2020 |
1.63%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDMAX (BlackRock Global Long Shrt Eq Fd A Shrs) |
21.49%
May 2023 – May 2026 |
12.25%
May 2021 – May 2026 |
7.87%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart