Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGEEX (BlackRock GA Enhanced Equity Fund) | NA | 16.75% | 19.96% | 12.26% | NA | NA | NA | … | … |
Data as of 10/03/2025, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGEEX (BlackRock GA Enhanced Equity Fund) | 06/06/2017 | 10/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.75 | 19.96 | 12.26 | NA | NA | NA | … | … | 14.23 | 18.90 | 17.84 | -17.58 | 18.28 | 21.51 | 26.95 | -13.31 | 11.57 |
| Sharpe Ratio | NA | 0.79 | 1.07 | 0.61 | NA | NA | NA | … | … | 0.93 | 1.21 | 1.15 | -0.77 | 1.37 | 0.63 | 2.30 | -0.90 | 2.70 |
| Standard Deviation(%) | NA | 16.35 | 15.18 | 16.76 | NA | NA | NA | … | … | 17.61 | 12.59 | 12.42 | 24.74 | 13.36 | 33.60 | 11.06 | 16.45 | 7.54 |
| Draw Down(%) | NA | 17.03 | 17.03 | 25.96 | NA | NA | NA | … | … | 17.03 | 9.96 | 10.68 | 25.39 | 5.99 | 34.83 | 6.26 | 22.94 | 3.24 |
| Yield(%) | 0.00 | 1.90 | 1.97 | 3.55 | 2.96 | 1.97 | 1.48 | … | … | 0.77 | 2.40 | 1.17 | 0.59 | 10.12 | 1.05 | 2.02 | 2.65 | 2.95 |
Data as of 10/03/2025, Common starting date is 06/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEEX (BlackRock GA Enhanced Equity Fund) |
3.51%
Apr 2021 – Apr 2024 |
4.44%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEEX (BlackRock GA Enhanced Equity Fund) |
22.20%
Dec 2018 – Dec 2021 |
15.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart