Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHEIX (BlackRock High Equity Income Fund Class K) | 7.67% | 20.63% | 13.72% | 8.57% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHEIX (BlackRock High Equity Income Fund Class K) | 04/22/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 20.63 | 13.72 | 8.57 | NA | NA | NA | … | … | 7.67 | 16.40 | 7.88 | 10.10 | -1.61 | 23.09 | 28.01 |
| Sharpe Ratio | NA | 1.68 | 0.87 | 0.44 | NA | NA | NA | … | … | 1.12 | 0.94 | 0.45 | 0.55 | -0.17 | 2.07 | 2.10 |
| Standard Deviation(%) | NA | 10.77 | 11.92 | 13.45 | NA | NA | NA | … | … | 12.72 | 14.39 | 9.51 | 11.86 | 18.13 | 11.13 | 20.18 |
| Draw Down(%) | NA | 9.51 | 13.69 | 17.78 | NA | NA | NA | … | … | 9.51 | 13.17 | 6.91 | 10.50 | 17.78 | 5.80 | 10.75 |
| Yield(%) | 0.00 | 7.22 | 7.80 | 6.92 | 5.82 | 3.88 | 2.91 | … | … | 2.68 | 7.87 | 7.69 | 6.97 | 7.02 | 8.22 | 5.39 |
Data as of 06/04/2026, Common starting date is 04/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHEIX (BlackRock High Equity Income Fund Class K) |
5.13%
Mar 2022 – Mar 2025 |
7.98%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHEIX (BlackRock High Equity Income Fund Class K) |
15.09%
Jul 2020 – Jul 2023 |
13.72%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart