Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFMSX (BlackRock Low Duration Bd Instl) | 0.52% | 4.09% | 5.29% | 2.15% | 2.35% | 2.24% | 2.71% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFMSX (BlackRock Low Duration Bd Instl) | 06/20/1996 | 06/04/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.09 | 5.29 | 2.15 | 2.35 | 2.24 | 2.71 | … | … | 0.52 | 6.21 | 5.21 | 5.78 | -5.62 | -0.30 | 3.51 | 4.77 | 1.17 | 1.98 | 1.89 | 0.93 | 1.45 | 1.34 | 5.21 | 2.33 | 5.95 | 14.38 | -8.95 | 5.69 | 4.06 | 1.52 | 1.34 | 1.88 | 5.99 | 7.72 | 8.28 | 4.09 | 6.65 | 6.07 | 4.67 |
| Sharpe Ratio | NA | 0.92 | 0.97 | -0.16 | 0.34 | NA | NA | … | … | -0.51 | 1.69 | 0.71 | 0.72 | -2.47 | -0.35 | 0.96 | 2.45 | -0.18 | 1.26 | 1.39 | 0.75 | 1.25 | 1.14 | 4.00 | 1.46 | 2.93 | 4.66 | -2.44 | 1.21 | 0.38 | -0.52 | 0.23 | 0.62 | 2.26 | 1.96 | 1.80 | 0.32 | 1.42 | 1.21 | 2.31 |
| Standard Deviation(%) | NA | 2.12 | 2.28 | 2.42 | 2.15 | NA | NA | … | … | 2.41 | 1.98 | 2.23 | 2.97 | 2.87 | 0.93 | 3.38 | 1.35 | 1.18 | 1.06 | 1.20 | 1.20 | 1.15 | 1.14 | 1.30 | 1.57 | 2.00 | 3.07 | 4.06 | 2.11 | 1.73 | 1.44 | 1.54 | 1.87 | 2.14 | 2.74 | 2.25 | 2.27 | 2.25 | 1.96 | 2.31 |
| Draw Down(%) | NA | 1.52 | 1.52 | 7.60 | 7.60 | NA | NA | … | … | 1.52 | 0.88 | 0.98 | 1.39 | 6.82 | 1.05 | 7.39 | 0.62 | 0.45 | 0.42 | 0.52 | 0.65 | 0.64 | 1.74 | 0.62 | 1.51 | 1.08 | 1.60 | 12.69 | 0.85 | 0.71 | 0.71 | 1.38 | 1.23 | 1.29 | 1.58 | 0.63 | 0.70 | 1.04 | 0.51 | 0.51 |
| Yield(%) | 0.00 | 4.24 | 4.44 | 3.29 | 2.77 | 2.57 | 2.94 | … | … | 1.49 | 4.64 | 4.54 | 4.06 | 2.20 | 1.24 | 2.06 | 2.71 | 2.51 | 2.18 | 1.77 | 1.86 | 2.26 | 2.13 | 2.66 | 2.83 | 3.55 | 4.98 | 4.60 | 4.56 | 4.08 | 3.48 | 1.93 | 3.14 | 4.09 | 6.03 | 6.17 | 6.00 | 5.77 | 5.72 | 3.17 |
Data as of 06/04/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFMSX (BlackRock Low Duration Bd Instl) |
-1.05%
Feb 2020 – Feb 2023 |
0.47%
Nov 2003 – Nov 2008 |
1.06%
Oct 2012 – Oct 2022 |
1.77%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFMSX (BlackRock Low Duration Bd Instl) |
7.65%
Nov 2008 – Nov 2011 |
6.92%
Oct 1996 – Oct 2001 |
4.90%
Aug 1996 – Aug 2006 |
4.59%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart