Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BKMIX (BlackRock Multi-Asset Income Portfolio C) 3.40% 10.41% 10.04% 4.52% NA NA NA
Data as of 06/04/2026, Common starting date is 02/09/2017
More Performance Analytics Comparison
Name Start Date End Date
BKMIX (BlackRock Multi-Asset Income Portfolio C) 02/09/2017 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
Annualized Return (%) 0.09 10.41 10.04 4.52 NA NA NA 3.40 11.90 7.37 11.26 -11.52 7.31 6.54 14.04 -3.51 4.28
Sharpe Ratio NA 1.66 1.23 0.32 NA NA NA 0.90 1.49 0.75 1.24 -1.52 1.72 0.58 3.75 -1.11 1.90
Standard Deviation(%) NA 5.38 5.87 6.37 NA NA NA 6.67 6.08 5.00 6.20 8.58 4.23 10.89 3.35 4.41 2.18
Draw Down(%) NA 4.99 5.82 16.49 NA NA NA 4.99 5.67 3.08 5.82 16.49 2.49 19.73 1.24 6.91 1.01
Yield(%) 0.00 6.32 6.51 5.27 4.67 3.11 2.33 2.02 6.90 6.21 6.11 4.50 5.57 4.41 5.40 5.12 1.86
Data as of 06/04/2026, Common starting date is 02/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BKMIX (BlackRock Multi-Asset Income Portfolio C) -0.54%
Sep 2019 – Sep 2022
1.44%
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
BKMIX (BlackRock Multi-Asset Income Portfolio C) 11.45%
Sep 2022 – Sep 2025
6.90%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return