Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIBDX (BlackRock Gbl Dividend Incm Ptf inst) | 9.64% | 23.16% | 15.89% | 4.25% | 6.70% | 7.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIBDX (BlackRock Gbl Dividend Incm Ptf inst) | 04/08/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 23.16 | 15.89 | 4.25 | 6.70 | 7.05 | NA | … | … | 9.64 | 19.33 | 9.67 | 16.59 | -17.38 | 0.79 | 3.14 | 22.80 | -10.46 | 19.82 | 6.03 | 2.65 | 2.64 | 19.64 | 10.30 | 8.13 | 7.82 | 23.88 | -25.10 |
| Sharpe Ratio | NA | 1.78 | 1.00 | 0.11 | 0.32 | NA | NA | … | … | 1.47 | 1.07 | 0.60 | 1.13 | -0.90 | 0.04 | 0.10 | 2.21 | -0.99 | 2.10 | 0.48 | 0.20 | 0.28 | 2.04 | 0.98 | 0.46 | 0.62 | 1.33 | -1.26 |
| Standard Deviation(%) | NA | 12.04 | 12.85 | 16.07 | 16.14 | NA | NA | … | … | 15.14 | 15.43 | 10.13 | 11.51 | 21.05 | 18.43 | 29.23 | 9.64 | 12.00 | 9.16 | 12.04 | 13.32 | 9.51 | 9.60 | 10.55 | 17.76 | 12.54 | 17.95 | 26.38 |
| Draw Down(%) | NA | 10.38 | 15.07 | 35.23 | 35.23 | NA | NA | … | … | 10.38 | 15.07 | 5.36 | 10.63 | 27.27 | 16.57 | 33.15 | 5.59 | 18.04 | 4.77 | 7.25 | 10.30 | 9.41 | 7.12 | 8.15 | 12.03 | 9.70 | 20.74 | 35.06 |
| Yield(%) | 0.00 | 18.58 | 10.72 | 5.48 | 6.02 | 6.23 | 5.00 | … | … | 0.00 | 19.97 | 8.28 | 2.27 | 1.67 | 1.73 | 2.40 | 9.07 | 5.90 | 7.62 | 2.59 | 4.28 | 5.10 | 2.97 | 2.73 | 2.40 | 2.08 | 4.12 | 2.78 |
Data as of 06/04/2026, Common starting date is 04/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIBDX (BlackRock Gbl Dividend Incm Ptf inst) |
-6.31%
Sep 2019 – Sep 2022 |
-2.77%
Sep 2017 – Sep 2022 |
2.90%
Oct 2013 – Oct 2023 |
4.19%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIBDX (BlackRock Gbl Dividend Incm Ptf inst) |
19.97%
Feb 2009 – Feb 2012 |
17.27%
Feb 2009 – Feb 2014 |
11.21%
Feb 2009 – Feb 2019 |
8.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart