Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BLDAX (BlackRock Low Duration Bd Inv A) | 2.58% | 5.13% | 4.36% | 1.83% | 1.91% | 2.03% | 2.33% | 3.10% |
Data as of 07/18/2025, AR inception is 03/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLDAX (BlackRock Low Duration Bd Inv A) | 03/28/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.13 | 4.36 | 1.83 | 1.91 | 2.03 | 2.33 | 3.10 | 2.58 | 5.06 | 5.40 | -4.97 | -0.33 | 3.25 | 4.50 | 0.89 | 1.72 | 1.67 | 0.49 | 1.19 | 0.99 | 4.84 | 1.87 | 4.90 | 13.95 | -9.30 | 5.33 | 3.71 | 1.26 | 0.93 | 1.63 | 5.44 | 7.32 | 7.73 | 3.58 | 6.13 | 5.57 | 4.98 |
| Sharpe Ratio | NA | 0.97 | 0.39 | -0.11 | 0.23 | NA | NA | 0.71 | 0.91 | 0.67 | 0.59 | -2.42 | -0.44 | 0.90 | 2.02 | -0.41 | 1.03 | 1.27 | 0.45 | 1.07 | 0.80 | 3.97 | 1.27 | 2.79 | 4.56 | -2.49 | 1.05 | 0.17 | -0.70 | -0.03 | 0.50 | 2.06 | 1.79 | 1.66 | 0.10 | 1.24 | 1.01 | 1.28 |
| Standard Deviation(%) | NA | 2.02 | 2.54 | 2.19 | 2.03 | NA | NA | 2.07 | 1.94 | 2.15 | 2.98 | 2.66 | 0.82 | 3.31 | 1.50 | 1.22 | 1.03 | 1.15 | 1.02 | 1.09 | 1.19 | 1.21 | 1.45 | 1.72 | 3.04 | 4.11 | 2.09 | 1.70 | 1.43 | 1.43 | 1.82 | 2.08 | 2.76 | 2.11 | 2.16 | 2.15 | 1.86 | 2.30 |
| Draw Down(%) | NA | 0.98 | 3.23 | 7.82 | 7.82 | NA | NA | 12.91 | 0.88 | 0.98 | 1.52 | 7.11 | 0.95 | 7.39 | 0.52 | 0.58 | 0.31 | 0.52 | 0.60 | 0.57 | 1.76 | 0.51 | 1.46 | 1.21 | 1.63 | 12.91 | 0.88 | 0.71 | 0.73 | 1.51 | 1.28 | 1.28 | 1.61 | 0.67 | 0.70 | 1.08 | 0.51 | 0.61 |
| Yield(%) | 0.00 | 3.93 | 4.01 | 2.77 | 2.36 | 2.29 | 2.61 | 3.26 | 1.79 | 4.28 | 3.81 | 2.83 | 1.05 | 1.82 | 2.46 | 2.23 | 1.92 | 1.45 | 1.53 | 1.91 | 1.79 | 2.29 | 2.48 | 2.53 | 4.59 | 4.24 | 4.21 | 3.73 | 3.23 | 1.62 | 2.79 | 3.66 | 5.56 | 5.65 | 5.51 | 5.27 | 5.24 | 4.16 |
Data as of 07/18/2025, AR inception is 03/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLDAX (BlackRock Low Duration Bd Inv A) |
-1.22%
Oct 2019 - Oct 2022 |
0.15%
Nov 2003 - Nov 2008 |
0.78%
Oct 2012 - Oct 2022 |
1.49%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLDAX (BlackRock Low Duration Bd Inv A) |
7.00%
Nov 2008 - Nov 2011 |
6.42%
Oct 1996 - Oct 2001 |
4.47%
Aug 1996 - Aug 2006 |
4.18%
May 1996 - May 2011 |
Annualized Rolling Returns Comparison Chart