Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BILPX (Blkrk Lc Cr Inst) | 5.60% | 6.96% | 4.29% | 2.64% | 3.73% | 7.82% | NA | 4.78% |
Data as of 07/03/2025, AR inception is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BILPX (Blkrk Lc Cr Inst) | 12/27/2007 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 6.96 | 4.29 | 2.64 | 3.73 | 7.82 | NA | 4.78 | 5.60 | 1.69 | 5.38 | -1.29 | -0.36 | 3.10 | 7.28 | 5.48 | 7.14 | 4.30 | -1.56 | 10.39 | 32.30 | 14.64 | 4.04 | 13.65 | 13.99 | -30.91 | -0.68 |
| Sharpe Ratio | NA | 0.84 | 0.20 | 0.14 | 0.45 | NA | NA | 0.25 | 1.56 | -1.54 | 0.27 | -0.59 | -0.10 | 0.28 | 3.13 | 0.94 | 2.36 | 0.93 | -0.16 | 0.81 | 2.63 | 1.11 | 0.15 | 0.64 | 0.59 | -0.90 | -6.07 |
| Standard Deviation(%) | NA | 4.20 | 4.09 | 4.19 | 5.02 | NA | NA | 14.70 | 4.96 | 3.18 | 4.23 | 4.57 | 3.73 | 10.13 | 1.88 | 4.43 | 2.77 | 4.40 | 10.05 | 12.84 | 12.27 | 13.30 | 26.16 | 21.33 | 23.70 | 35.36 | 9.90 |
| Draw Down(%) | NA | 2.64 | 3.80 | 7.23 | 11.58 | NA | NA | 46.78 | 2.64 | 1.57 | 3.46 | 4.31 | 6.16 | 11.58 | 0.62 | 3.60 | 2.38 | 2.37 | 6.71 | 9.07 | 6.60 | 11.96 | 25.48 | 17.07 | 24.52 | 45.67 | 0.78 |
| Yield(%) | 0.00 | 1.59 | 1.61 | 1.06 | 5.33 | 7.76 | 4.16 | 4.89 | 0.00 | 1.59 | 2.06 | 1.14 | 0.45 | 0.00 | 3.54 | 2.03 | 5.22 | 1.15 | 42.44 | 2.38 | 0.00 | 0.07 | 0.00 | 0.00 | 2.26 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 12/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BILPX (Blkrk Lc Cr Inst) |
-0.13%
May 2020 - May 2023 |
1.68%
Dec 2019 - Dec 2024 |
3.07%
Dec 2014 - Dec 2024 |
5.10%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BILPX (Blkrk Lc Cr Inst) |
21.49%
Sep 2011 - Sep 2014 |
19.48%
Feb 2009 - Feb 2014 |
12.29%
Feb 2009 - Feb 2019 |
8.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart