Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKT (BlackRock Income Closed Fund) | 6.39% | 5.55% | 3.44% | -1.15% | 2.00% | 3.08% | 3.73% | 2.34% |
Data as of 07/18/2025, AR inception is 07/22/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKT (BlackRock Income Closed Fund) | 07/22/1988 | 07/18/2025 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 5.55 | 3.44 | -1.15 | 2.00 | 3.08 | 3.73 | 2.34 | 6.39 | 3.31 | 7.67 | -21.58 | -0.52 | 7.27 | 14.81 | -2.59 | 2.60 | 4.36 | 5.73 | 5.41 | -5.60 | 7.04 | 13.55 | 12.34 | 13.26 | 11.98 | -3.60 | 7.28 | -9.17 | 4.38 | 3.13 | 20.81 | 21.42 | 24.96 | -17.12 | -1.77 | 10.78 | 0.00 | 4.08 | -23.44 | -5.88 | -20.00 | 18.06 | 4.35 | -9.21 | -5.00 |
| Sharpe Ratio | NA | 0.25 | 0.01 | -0.29 | 0.06 | NA | NA | 0.01 | 0.93 | -0.03 | 0.32 | -1.67 | -0.05 | 0.59 | 2.37 | -0.59 | 0.29 | 0.66 | 1.02 | 0.83 | -0.55 | 0.75 | 1.48 | 1.42 | 1.02 | 0.45 | -0.54 | 0.43 | -0.96 | 0.25 | 0.17 | 1.40 | 1.51 | 1.31 | -1.52 | -0.38 | 0.37 | -0.16 | 0.00 | -1.02 | -0.49 | -1.09 | 0.85 | -0.06 | -0.80 | -1.27 |
| Standard Deviation(%) | NA | 9.44 | 11.68 | 11.29 | 9.70 | NA | NA | 14.54 | 9.80 | 10.01 | 12.75 | 13.82 | 10.72 | 11.86 | 5.63 | 6.78 | 6.81 | 6.29 | 5.61 | 6.48 | 10.20 | 9.37 | 9.16 | 8.65 | 12.91 | 24.27 | 12.48 | 9.04 | 11.92 | 13.85 | 14.53 | 14.02 | 12.83 | 15.89 | 13.44 | 13.90 | 18.87 | 22.80 | 24.13 | 25.95 | 16.53 | 20.54 | 16.47 | 20.33 | 18.83 | 12.84 |
| Draw Down(%) | NA | 8.08 | 18.68 | 35.78 | 35.78 | NA | NA | 48.86 | 5.84 | 7.94 | 15.09 | 27.12 | 11.30 | 10.45 | 2.45 | 6.36 | 3.53 | 5.73 | 2.03 | 4.15 | 12.14 | 5.04 | 3.68 | 4.39 | 6.72 | 19.12 | 10.99 | 6.30 | 19.22 | 19.04 | 17.18 | 6.87 | 6.70 | 5.33 | 19.64 | 6.90 | 5.66 | 11.32 | 15.25 | 30.88 | 18.42 | 22.73 | 6.58 | 15.07 | 11.69 | 7.50 |
| Yield(%) | 0.75 | 8.78 | 21.92 | 12.37 | 8.78 | 7.67 | 7.01 | 3.63 | 5.33 | 8.66 | 8.44 | 8.10 | 6.71 | 6.75 | 7.22 | 5.90 | 5.10 | 5.15 | 5.85 | 6.47 | 6.23 | 6.69 | 6.01 | 4.67 | 4.83 | 5.12 | 5.88 | 6.82 | 7.12 | 8.18 | 7.76 | 13.46 | 8.45 | 9.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 07/22/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKT (BlackRock Income Closed Fund) |
-16.77%
Dec 1991 - Dec 1994 |
-9.71%
Dec 1991 - Dec 1996 |
-3.97%
Nov 1989 - Nov 1999 |
0.05%
Aug 1988 - Aug 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKT (BlackRock Income Closed Fund) |
22.42%
Feb 2000 - Feb 2003 |
14.83%
Feb 2000 - Feb 2005 |
8.93%
Feb 2000 - Feb 2010 |
8.05%
Dec 1999 - Dec 2014 |
Annualized Rolling Returns Comparison Chart