Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFRIX (BlackRock Floating Rate Income Instl) | 0.22% | 3.98% | 7.38% | 5.52% | 4.74% | 4.47% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFRIX (BlackRock Floating Rate Income Instl) | 07/09/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 3.98 | 7.38 | 5.52 | 4.74 | 4.47 | NA | … | … | 0.22 | 5.67 | 8.24 | 12.62 | -0.42 | 4.08 | 2.58 | 8.91 | -0.38 | 2.61 | 7.58 | 1.13 | 1.52 | 5.40 | 8.65 | 1.83 | 4.72 |
| Sharpe Ratio | NA | 0.87 | 1.68 | 1.07 | 0.78 | NA | NA | … | … | -0.59 | 1.02 | 1.80 | 2.93 | -0.51 | 3.22 | 0.22 | 3.16 | -0.91 | 1.27 | 3.93 | 0.62 | 0.75 | 3.59 | 4.73 | 0.50 | 5.92 |
| Standard Deviation(%) | NA | 2.36 | 2.73 | 2.85 | 4.04 | NA | NA | … | … | 2.46 | 2.76 | 2.57 | 3.08 | 3.66 | 1.26 | 10.37 | 2.36 | 1.95 | 1.54 | 1.88 | 1.78 | 2.00 | 1.49 | 1.83 | 3.62 | 1.67 |
| Draw Down(%) | NA | 1.64 | 2.75 | 5.98 | 20.55 | NA | NA | … | … | 1.64 | 2.75 | 0.93 | 1.67 | 5.98 | 0.50 | 20.55 | 0.80 | 4.10 | 1.15 | 1.47 | 2.49 | 2.41 | 1.35 | 1.66 | 5.98 | 0.58 |
| Yield(%) | 0.00 | 6.06 | 7.57 | 6.33 | 5.27 | 4.88 | 3.96 | … | … | 1.98 | 6.88 | 8.19 | 8.77 | 4.83 | 3.41 | 3.91 | 5.14 | 4.72 | 4.07 | 3.99 | 4.21 | 4.37 | 4.14 | 4.89 | 4.23 | 1.89 |
Data as of 06/04/2026, Common starting date is 07/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFRIX (BlackRock Floating Rate Income Instl) |
-0.83%
Mar 2017 – Mar 2020 |
0.92%
Mar 2015 – Mar 2020 |
3.09%
Sep 2012 – Sep 2022 |
4.40%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFRIX (BlackRock Floating Rate Income Instl) |
9.54%
Jun 2022 – Jun 2025 |
8.01%
Mar 2020 – Mar 2025 |
5.07%
Dec 2015 – Dec 2025 |
4.74%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart