Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGPAX (BlackRock GNMA Inv A) | 0.77% | 3.33% | 0.59% | -1.60% | 0.40% | 1.40% | 2.57% | 3.47% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGPAX (BlackRock GNMA Inv A) | 05/28/1998 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 05/28/1998.
AR inception is since 05/28/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 3.33 | 0.59 | -1.60 | 0.40 | 1.40 | 2.57 | 3.47 | 0.77 | 0.35 | 4.91 | -12.72 | -1.36 | 3.96 | 6.23 | 0.31 | 1.05 | 1.28 | 0.70 | 5.90 | -2.87 | 3.77 | 6.49 | 7.06 | 7.70 | 8.38 | 6.70 | 3.80 | 2.13 | 3.48 | 2.74 | 7.82 | 9.49 | 11.64 | -0.40 | 3.76 |
| Sharpe Ratio | NA | -0.53 | -0.49 | -0.68 | -0.28 | NA | NA | 0.45 | -0.12 | -1.05 | 0.08 | -1.63 | -0.80 | 1.31 | 2.21 | -0.35 | 0.18 | 0.53 | 0.24 | 2.20 | -0.64 | 1.73 | 1.94 | 2.28 | 1.99 | 1.18 | 1.01 | 0.17 | -0.02 | 0.79 | 0.60 | 2.39 | 1.76 | 1.87 | -0.90 | 1.31 |
| Standard Deviation(%) | NA | 5.63 | 7.74 | 6.28 | 4.82 | NA | NA | 4.10 | 6.12 | 5.97 | 8.28 | 8.70 | 1.72 | 2.83 | 2.18 | 2.87 | 2.38 | 2.02 | 2.79 | 2.68 | 4.52 | 2.16 | 3.32 | 3.05 | 3.81 | 6.30 | 3.68 | 3.06 | 2.55 | 3.20 | 3.40 | 2.81 | 4.14 | 4.05 | 4.01 | 2.41 |
| Draw Down(%) | NA | 5.47 | 12.31 | 18.55 | 18.55 | NA | NA | 18.55 | 2.86 | 4.48 | 8.95 | 16.94 | 1.79 | 2.83 | 0.75 | 2.44 | 1.65 | 2.82 | 1.53 | 0.92 | 5.81 | 1.26 | 1.74 | 2.49 | 2.08 | 3.00 | 2.41 | 2.41 | 1.70 | 3.12 | 2.10 | 1.87 | 1.97 | 2.83 | 3.65 | 0.92 |
| Yield(%) | 0.00 | 2.17 | 2.50 | 2.07 | 2.45 | 2.96 | 3.58 | 4.22 | 0.00 | 2.97 | 3.12 | 2.02 | 1.58 | 2.94 | 3.32 | 3.52 | 3.01 | 2.51 | 2.19 | 2.11 | 3.24 | 5.35 | 4.44 | 6.19 | 7.36 | 4.35 | 5.00 | 4.50 | 4.50 | 4.40 | 5.47 | 5.17 | 7.92 | 6.29 | 5.59 | 3.41 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGPAX (BlackRock GNMA Inv A) |
-6.07%
Oct 2020 - Oct 2023 |
-1.57%
Oct 2017 - Oct 2022 |
-0.19%
Oct 2013 - Oct 2023 |
1.46%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGPAX (BlackRock GNMA Inv A) |
10.02%
Jan 2000 - Jan 2003 |
7.79%
Jul 2007 - Jul 2012 |
6.57%
Jan 2000 - Jan 2010 |
5.63%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart