Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEDCX (BlackRock Equity Dividend Fund Investor) | NA | 0.00% | 6.16% | 5.26% | 8.14% | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 09/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEDCX (BlackRock Equity Dividend Fund Investor) | 09/14/2011 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 6.16 | 5.26 | 8.14 | NA | NA | … | … | 0.00 | 0.00 | -3.66 | 26.46 | -7.91 | 15.82 | 15.34 | -1.18 | 8.42 | 23.79 | 11.15 | 7.07 |
| Sharpe Ratio | NA | -1,584.56 | 0.82 | 0.46 | 0.71 | NA | NA | … | … | NA | -1,582.96 | -0.76 | 2.28 | -0.64 | 1.54 | 1.15 | -0.08 | 0.79 | 2.34 | 1.01 | 1.07 |
| Standard Deviation(%) | NA | 0.00 | 6.79 | 9.54 | 10.90 | NA | NA | … | … | NA | 0.00 | 5.10 | 10.95 | 14.52 | 9.89 | 13.20 | 14.89 | 10.67 | 10.16 | 11.10 | 24.07 |
| Draw Down(%) | NA | 0.00 | 6.04 | 18.06 | 18.06 | NA | NA | … | … | NA | 0.00 | 5.37 | 6.04 | 18.06 | 5.21 | 10.18 | 11.58 | 7.81 | 5.45 | 8.57 | 8.66 |
| Yield(%) | 0.00 | 0.00 | 4.69 | 7.40 | 8.60 | 6.21 | 4.66 | … | … | 0.00 | 0.00 | 0.00 | 14.32 | 10.96 | 14.19 | 8.15 | 15.19 | 5.95 | 1.59 | 1.65 | 0.51 |
Data as of 01/07/2022, Common starting date is 09/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEDCX (BlackRock Equity Dividend Fund Investor) |
2.14%
Aug 2018 – Aug 2021 |
5.38%
Dec 2016 – Dec 2021 |
8.25%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEDCX (BlackRock Equity Dividend Fund Investor) |
14.74%
Nov 2011 – Nov 2014 |
12.28%
Jan 2013 – Jan 2018 |
8.48%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart