Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) | 0.00% | 3.59% | 1.83% | 3.99% | 4.62% | 4.16% | 5.87% | 8.84% |
Data as of 01/16/2025, AR inception is 12/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) | 12/23/1997 | 01/16/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.59 | 1.83 | 3.99 | 4.62 | 4.16 | 5.87 | 8.84 | 0.00 | 1.23 | 15.61 | -11.70 | 8.97 | 9.77 | 23.74 | -13.11 | 16.81 | 0.88 | -0.66 | -11.32 | 22.50 | 18.37 | -14.20 | 11.53 | 37.07 | -43.27 | 19.06 | 31.94 | 32.21 | 24.02 | 49.29 | -3.02 | -17.17 | -8.13 | 129.32 | 1.16 | 0.57 |
| Sharpe Ratio | NA | -0.26 | -0.18 | 0.09 | 0.20 | NA | NA | 0.39 | 0.00 | -0.45 | 0.96 | -0.65 | 0.78 | 0.37 | 2.46 | -1.29 | 1.83 | 0.04 | -0.05 | -0.91 | 1.75 | 1.15 | -0.52 | 0.55 | 1.31 | -1.09 | 0.77 | 1.70 | 2.67 | 1.54 | 4.29 | -0.31 | -1.41 | -0.46 | 6.23 | -0.12 | NA |
| Standard Deviation(%) | NA | 11.51 | 15.13 | 17.16 | 14.84 | NA | NA | 18.72 | NA | 11.81 | 11.95 | 20.23 | 11.42 | 25.52 | 9.07 | 11.24 | 8.88 | 15.98 | 14.05 | 12.46 | 12.82 | 16.03 | 27.36 | 20.98 | 28.25 | 40.35 | 21.05 | 16.94 | 11.27 | 14.97 | 11.32 | 13.35 | 14.01 | 26.36 | 20.25 | 18.50 | NA |
| Draw Down(%) | NA | 10.64 | 24.90 | 30.06 | 30.06 | NA | NA | 60.15 | 0.00 | 10.64 | 12.11 | 26.10 | 6.80 | 30.06 | 5.30 | 18.59 | 3.36 | 13.02 | 16.40 | 17.04 | 10.69 | 15.31 | 27.38 | 17.66 | 24.97 | 56.58 | 15.90 | 20.92 | 9.07 | 16.44 | 10.32 | 26.40 | 27.85 | 42.13 | 7.95 | 29.75 | NA |
| Yield(%) | 0.00 | 1.53 | 1.51 | 1.99 | 3.72 | 3.70 | 6.15 | 13.99 | 0.00 | 1.52 | 1.94 | 1.26 | 2.44 | 2.41 | 3.17 | 5.07 | 15.80 | 4.65 | 0.20 | 11.21 | 0.49 | 1.84 | 1.71 | 1.10 | 1.93 | 0.24 | 20.17 | 17.32 | 3.92 | 1.36 | 0.11 | 0.00 | 0.00 | 0.21 | 0.00 | 2.43 | 0.56 |
Data as of 01/16/2025, AR inception is 12/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) |
-19.76%
Feb 2000 - Feb 2003 |
-5.68%
May 2007 - May 2012 |
0.02%
Oct 2007 - Oct 2017 |
0.31%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) |
41.94%
Mar 2003 - Mar 2006 |
33.76%
Oct 2002 - Oct 2007 |
19.44%
Jan 1998 - Jan 2008 |
13.97%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart