Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHV (BlackRock Virginia MBT) | 15.52% | 22.63% | 8.95% | -3.88% | -0.90% | 2.04% | 2.57% | … | … |
Data as of 06/04/2026, Common starting date is 04/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHV (BlackRock Virginia MBT) | 04/26/2002 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.68 | 22.63 | 8.95 | -3.88 | -0.90 | 2.04 | 2.57 | … | … | 15.52 | 0.75 | 5.65 | -1.04 | -36.08 | 19.07 | -1.52 | 12.51 | -6.34 | 16.95 | -18.66 | 27.33 | 19.49 | -21.59 | 0.70 | 20.42 | 2.93 | 25.78 | -6.85 | -9.78 | 20.43 | 18.56 | 5.15 | 9.80 | 5.39 |
| Sharpe Ratio | NA | 1.12 | 0.42 | -0.30 | -0.11 | NA | NA | … | … | 2.54 | -0.15 | 0.20 | -0.43 | -1.15 | 0.74 | -0.05 | 0.75 | -0.27 | 0.61 | -0.63 | 1.16 | 1.19 | -1.25 | 0.04 | 1.16 | 0.14 | 0.74 | -0.16 | -0.65 | 0.93 | 0.93 | 0.25 | 0.59 | 0.43 |
| Standard Deviation(%) | NA | 14.69 | 12.41 | 20.46 | 23.56 | NA | NA | … | … | 13.26 | 14.46 | 10.17 | 10.88 | 32.64 | 25.91 | 33.10 | 14.74 | 28.24 | 26.93 | 29.79 | 23.55 | 16.30 | 17.36 | 17.07 | 17.56 | 20.26 | 34.68 | 49.35 | 19.96 | 18.45 | 17.44 | 16.44 | 15.32 | 16.01 |
| Draw Down(%) | NA | 8.76 | 16.84 | 55.57 | 55.57 | NA | NA | … | … | 6.36 | 8.76 | 5.09 | 24.45 | 47.67 | 12.56 | 25.88 | 6.51 | 27.89 | 13.81 | 26.31 | 11.78 | 6.63 | 33.52 | 15.34 | 9.19 | 14.66 | 19.74 | 37.66 | 18.43 | 5.77 | 11.29 | 18.61 | 10.46 | 8.81 |
| Yield(%) | 0.00 | 5.78 | 4.83 | 2.84 | 3.00 | 4.08 | 4.22 | … | … | 2.19 | 5.64 | 4.33 | 3.01 | 2.81 | 3.25 | 3.30 | 3.79 | 4.36 | 4.91 | 3.95 | 5.24 | 5.95 | 4.59 | 4.73 | 5.77 | 5.26 | 6.90 | 5.85 | 4.47 | 5.33 | 5.43 | 5.37 | 5.59 | 3.31 |
Data as of 06/04/2026, Common starting date is 04/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHV (BlackRock Virginia MBT) |
-15.63%
Oct 2020 – Oct 2023 |
-9.80%
Oct 2018 – Oct 2023 |
-3.00%
May 2013 – May 2023 |
-0.09%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHV (BlackRock Virginia MBT) |
16.33%
Apr 2004 – Apr 2007 |
11.79%
Aug 2003 – Aug 2008 |
9.72%
Sep 2002 – Sep 2012 |
7.28%
Jun 2002 – Jun 2017 |
Annualized Rolling Returns Comparison Chart