Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKBDX (BlackRock Global Dividend Portfolio Clas) | 6.58% | 19.83% | 14.90% | 7.98% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/14/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKBDX (BlackRock Global Dividend Portfolio Clas) | 06/14/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.62 | 19.83 | 14.90 | 7.98 | NA | NA | NA | … | … | 6.58 | 19.45 | 9.79 | 16.65 | -13.56 | 17.66 | 6.97 | 22.89 | -10.41 | 19.95 | 4.19 |
| Sharpe Ratio | NA | 1.80 | 1.00 | 0.42 | NA | NA | NA | … | … | 1.47 | 1.08 | 0.60 | 1.13 | -0.73 | 1.56 | 0.23 | 2.24 | -0.99 | 3.21 | 0.55 |
| Standard Deviation(%) | NA | 12.01 | 12.90 | 14.58 | NA | NA | NA | … | … | 15.13 | 15.38 | 10.29 | 11.65 | 20.55 | 11.32 | 29.13 | 9.56 | 11.99 | 6.04 | 13.61 |
| Draw Down(%) | NA | 10.36 | 15.05 | 24.36 | NA | NA | NA | … | … | 10.36 | 15.05 | 5.33 | 10.67 | 24.36 | 4.95 | 33.18 | 5.59 | 17.99 | 2.80 | 7.02 |
| Yield(%) | 0.00 | 18.59 | 10.77 | 9.04 | 8.81 | 5.87 | 4.41 | … | … | 0.00 | 19.99 | 8.36 | 2.35 | 5.31 | 18.05 | 6.01 | 9.12 | 5.96 | 7.58 | 1.88 |
Data as of 06/05/2026, Common starting date is 06/14/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKBDX (BlackRock Global Dividend Portfolio Clas) |
-0.48%
Mar 2017 – Mar 2020 |
1.85%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKBDX (BlackRock Global Dividend Portfolio Clas) |
19.28%
Sep 2022 – Sep 2025 |
11.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart