Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFRAX (BlackRock Floating Rate Income Inv A) | 0.03% | 3.60% | 7.08% | 5.22% | 4.42% | 4.15% | 3.88% | … | … |
Data as of 06/05/2026, Common starting date is 12/28/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFRAX (BlackRock Floating Rate Income Inv A) | 12/28/1989 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 3.60 | 7.08 | 5.22 | 4.42 | 4.15 | 3.88 | … | … | 0.03 | 5.38 | 7.99 | 12.35 | -0.67 | 3.83 | 2.32 | 8.61 | -0.69 | 2.08 | 7.26 | 0.71 | 1.19 | 5.10 | 8.30 | 2.13 | 8.17 | 39.97 | -28.72 | 1.73 | 5.59 | 4.61 | 6.39 | 15.29 | -2.55 | -0.32 | 3.87 | 4.74 | 5.48 | 7.43 | 6.13 | 6.91 | 6.26 | 5.79 | 6.06 | 7.89 | 9.72 | 1.00 |
| Sharpe Ratio | NA | 0.83 | 1.61 | 0.99 | 0.72 | NA | NA | … | … | -0.72 | 0.92 | 1.70 | 2.88 | -0.59 | 3.42 | 0.20 | 3.11 | -1.08 | 1.03 | 3.87 | 0.40 | 0.59 | 3.42 | 4.63 | 0.58 | 3.54 | 8.01 | -4.16 | -0.56 | 1.11 | 1.54 | 3.79 | 6.95 | -1.30 | -1.04 | -0.13 | 0.26 | 0.98 | 1.85 | 1.25 | 1.46 | 1.76 | 2.28 | 2.14 | 1.81 | 1.59 | NA |
| Standard Deviation(%) | NA | 2.25 | 2.67 | 2.80 | 3.97 | NA | NA | … | … | 2.31 | 2.72 | 2.57 | 3.05 | 3.59 | 1.11 | 10.24 | 2.29 | 1.93 | 1.38 | 1.82 | 1.69 | 1.98 | 1.48 | 1.79 | 3.62 | 2.29 | 4.98 | 7.12 | 2.51 | 1.96 | 1.52 | 1.43 | 2.10 | 2.84 | 2.72 | 2.70 | 5.18 | 2.05 | 2.02 | 1.97 | 2.00 | 1.81 | 1.59 | 1.65 | 2.18 | 2.65 | 0.00 |
| Draw Down(%) | NA | 1.70 | 2.78 | 6.09 | 20.59 | NA | NA | … | … | 1.70 | 2.78 | 0.93 | 1.67 | 6.09 | 0.50 | 20.59 | 0.90 | 4.14 | 1.08 | 1.60 | 2.60 | 2.41 | 1.38 | 1.79 | 6.06 | 2.75 | 3.67 | 30.73 | 3.24 | 0.42 | 0.93 | 0.43 | 1.08 | 7.11 | 4.02 | 1.32 | 3.12 | 1.08 | 0.23 | 0.61 | 0.08 | 0.15 | 0.08 | 0.08 | 0.08 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.80 | 7.32 | 6.09 | 4.98 | 4.59 | 4.26 | … | … | 1.90 | 6.61 | 7.96 | 8.52 | 4.59 | 3.17 | 3.67 | 4.85 | 4.42 | 3.46 | 3.69 | 3.90 | 4.05 | 3.86 | 4.55 | 4.44 | 4.06 | 6.30 | 5.59 | 6.54 | 6.37 | 4.68 | 3.44 | 4.41 | 4.85 | 6.76 | 8.66 | 6.84 | 6.69 | 6.90 | 6.41 | 6.70 | 6.16 | 5.42 | 5.82 | 7.69 | 9.32 | 1.00 |
Data as of 06/05/2026, Common starting date is 12/28/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFRAX (BlackRock Floating Rate Income Inv A) |
-8.52%
Dec 2005 – Dec 2008 |
-3.15%
Dec 2003 – Dec 2008 |
0.38%
Dec 1998 – Dec 2008 |
2.36%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFRAX (BlackRock Floating Rate Income Inv A) |
15.64%
Dec 2008 – Dec 2011 |
11.97%
Dec 2008 – Dec 2013 |
6.91%
Dec 2008 – Dec 2018 |
6.33%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart
