Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIRCX (BlackRock Impact US Equity Fund Inv C Sh) | 9.49% | 27.70% | 20.98% | 11.75% | 14.39% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIRCX (BlackRock Impact US Equity Fund Inv C Sh) | 10/06/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.17 | 27.70 | 20.98 | 11.75 | 14.39 | NA | NA | … | … | 9.49 | 12.52 | 22.55 | 24.28 | -20.48 | 27.25 | 21.27 | 29.82 | -6.39 | 20.31 | 13.19 | 2.12 |
| Sharpe Ratio | NA | 2.33 | 1.28 | 0.57 | 0.70 | NA | NA | … | … | 2.09 | 0.51 | 1.44 | 1.52 | -0.89 | 2.00 | 0.59 | 2.23 | -0.45 | 2.73 | 0.94 | 0.62 |
| Standard Deviation(%) | NA | 12.18 | 15.22 | 17.35 | 18.55 | NA | NA | … | … | 13.97 | 19.43 | 13.11 | 13.72 | 24.71 | 13.60 | 35.36 | 12.70 | 17.35 | 7.24 | 13.86 | 14.78 |
| Draw Down(%) | NA | 8.58 | 19.57 | 26.39 | 34.73 | NA | NA | … | … | 8.58 | 19.57 | 9.37 | 10.28 | 26.28 | 5.25 | 34.73 | 6.82 | 20.83 | 2.41 | 11.47 | 5.68 |
| Yield(%) | 0.00 | 6.28 | 8.98 | 6.19 | 8.05 | 5.70 | 4.27 | … | … | 0.00 | 6.35 | 17.42 | 0.13 | 0.17 | 6.65 | 3.56 | 2.72 | 6.90 | 5.40 | 2.49 | 0.40 |
Data as of 06/05/2026, Common starting date is 10/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIRCX (BlackRock Impact US Equity Fund Inv C Sh) |
3.20%
Mar 2017 – Mar 2020 |
8.08%
Sep 2017 – Sep 2022 |
13.21%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIRCX (BlackRock Impact US Equity Fund Inv C Sh) |
26.06%
Dec 2018 – Dec 2021 |
18.67%
Oct 2016 – Oct 2021 |
14.71%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart