Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BIAPX (BlackRock AggrssvGwthPrprdPtfInstttnlShs) 12.30% 26.70% 18.58% 8.76% 10.85% 10.06% NA
Data as of 06/04/2026, Common starting date is 02/08/2007
More Performance Analytics Comparison
Name Start Date End Date
BIAPX (BlackRock AggrssvGwthPrprdPtfInstttnlShs) 02/08/2007 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
Annualized Return (%) 0.43 26.70 18.58 8.76 10.85 10.06 NA 12.30 18.33 14.84 18.98 -16.41 10.36 18.37 24.72 -7.66 15.30 8.84 -2.28 8.39 30.55 14.23 -4.11 13.84 32.61 -38.94 10.30
Sharpe Ratio NA 2.21 1.21 0.45 0.65 NA NA 2.09 1.05 1.04 1.29 -0.93 0.85 0.75 2.45 -0.69 2.41 0.72 -0.18 0.68 1.10 1.03 -0.17 0.70 1.23 -1.21 0.49
Standard Deviation(%) NA 11.33 12.99 14.23 14.22 NA NA 14.15 14.73 10.78 11.99 19.30 12.08 23.96 9.50 13.06 6.10 11.97 12.50 12.37 27.76 13.92 23.85 19.54 26.37 32.85 17.36
Draw Down(%) NA 8.64 14.88 26.36 27.13 NA NA 8.64 14.88 7.10 9.38 22.88 5.12 27.13 4.55 16.42 1.87 10.10 11.46 8.61 17.51 12.44 22.90 15.95 24.85 44.64 10.61
Yield(%) 0.00 6.37 7.20 4.49 5.23 6.47 5.04 0.00 6.69 9.35 4.90 1.63 2.04 1.30 3.03 5.44 3.53 1.78 12.01 15.77 2.03 1.39 1.16 0.89 0.00 2.30 4.42
Data as of 06/04/2026, Common starting date is 02/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIAPX (BlackRock AggrssvGwthPrprdPtfInstttnlShs) -8.70%
Jun 2007 – Jun 2010
-1.49%
May 2007 – May 2012
4.48%
Oct 2013 – Oct 2023
4.91%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIAPX (BlackRock AggrssvGwthPrprdPtfInstttnlShs) 22.75%
Feb 2009 – Feb 2012
20.34%
Feb 2009 – Feb 2014
12.85%
Feb 2009 – Feb 2019
11.58%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return