Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMCIX (BLACKROCK HIGH EQUITY INCOME FUND INSTITUTIONAL) | 7.20% | 9.49% | 9.85% | 12.11% | 7.08% | 10.40% | 9.27% | 8.89% |
Data as of 07/03/2025, AR inception is 10/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMCIX (BLACKROCK HIGH EQUITY INCOME FUND INSTITUTIONAL) | 10/19/1999 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.96 | 9.49 | 9.85 | 12.11 | 7.08 | 10.40 | 9.27 | 8.89 | 7.20 | 6.41 | 10.05 | -2.24 | 22.34 | -1.52 | 22.00 | -6.25 | 17.55 | 7.19 | -1.74 | 12.71 | 40.18 | 10.87 | -9.35 | 24.90 | 36.29 | -34.88 | 21.35 | 18.79 | 14.62 | 18.33 | 47.79 | -38.71 | -13.94 | -8.72 | 62.97 |
| Sharpe Ratio | NA | 0.40 | 0.38 | 0.76 | 0.33 | NA | NA | 0.35 | 0.48 | -0.02 | 0.49 | -0.20 | 2.00 | -0.05 | 2.04 | -0.60 | 2.02 | 0.46 | -0.12 | 0.89 | 2.88 | 0.73 | -0.34 | 1.14 | 1.15 | -0.88 | 1.10 | 1.10 | 0.92 | 1.18 | 2.69 | -1.75 | -0.62 | -0.33 | 51.73 |
| Standard Deviation(%) | NA | 14.64 | 13.62 | 13.95 | 16.37 | NA | NA | 21.02 | 18.22 | 9.30 | 11.86 | 18.15 | 11.13 | 33.48 | 10.11 | 12.71 | 8.43 | 15.08 | 14.98 | 14.31 | 13.92 | 14.85 | 27.87 | 21.70 | 31.53 | 40.68 | 16.81 | 14.15 | 13.52 | 14.69 | 17.53 | 22.78 | 26.63 | 39.26 | 19.59 |
| Draw Down(%) | NA | 13.69 | 14.20 | 17.82 | 38.24 | NA | NA | 72.64 | 13.20 | 6.90 | 10.51 | 17.82 | 5.81 | 38.24 | 6.60 | 15.46 | 2.72 | 16.30 | 14.37 | 10.62 | 6.51 | 12.18 | 27.68 | 16.54 | 23.51 | 49.69 | 11.43 | 14.76 | 8.28 | 12.11 | 11.76 | 43.19 | 35.83 | 48.56 | 3.88 |
| Yield(%) | 0.00 | 6.73 | 6.89 | 8.10 | 7.72 | 11.21 | 11.20 | 10.46 | 2.79 | 7.01 | 6.92 | 6.34 | 7.54 | 4.39 | 4.62 | 8.08 | 38.89 | 6.30 | 7.42 | 15.39 | 25.27 | 3.33 | 9.44 | 2.02 | 0.27 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.71 | 26.46 | 12.80 |
Data as of 07/03/2025, AR inception is 10/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMCIX (BLACKROCK HIGH EQUITY INCOME FUND INSTITUTIONAL) |
-32.53%
Feb 2000 - Feb 2003 |
-11.29%
Feb 2000 - Feb 2005 |
-2.03%
Feb 2000 - Feb 2010 |
3.47%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMCIX (BLACKROCK HIGH EQUITY INCOME FUND INSTITUTIONAL) |
33.26%
Mar 2003 - Mar 2006 |
23.94%
Feb 2009 - Feb 2014 |
14.79%
Feb 2009 - Feb 2019 |
13.37%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart