Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMEAX (BLACKROCK HIGH EQUITY INCOME FUND INVESTOR A) | 6.61% | 19.08% | 13.06% | 7.80% | 9.18% | 8.88% | 8.61% | … | … |
Data as of 06/03/2026, Common starting date is 04/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMEAX (BLACKROCK HIGH EQUITY INCOME FUND INVESTOR A) | 04/26/1999 | 06/03/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 19.08 | 13.06 | 7.80 | 9.18 | 8.88 | 8.61 | … | … | 6.61 | 16.08 | 7.54 | 9.77 | -2.64 | 21.89 | -1.94 | 21.69 | -6.49 | 17.22 | 6.75 | -2.13 | 12.29 | 39.58 | 10.35 | -9.79 | 24.30 | 35.61 | -35.21 | 20.80 | 18.24 | 14.15 | 17.90 | 47.16 | -38.83 | -14.33 | -9.15 | 155.17 |
| Sharpe Ratio | NA | 1.65 | 0.85 | 0.40 | 0.48 | NA | NA | … | … | 1.11 | 0.93 | 0.41 | 0.52 | -0.22 | 1.97 | -0.07 | 1.99 | -0.62 | 1.95 | 0.43 | -0.14 | 0.86 | 2.83 | 0.70 | -0.35 | 1.12 | 1.13 | -0.89 | 1.05 | 1.05 | 0.88 | 1.15 | 2.65 | -1.75 | -0.64 | -0.34 | 11.84 |
| Standard Deviation(%) | NA | 10.79 | 11.90 | 13.44 | 15.85 | NA | NA | … | … | 12.76 | 14.32 | 9.47 | 11.86 | 18.17 | 11.12 | 33.41 | 10.15 | 12.70 | 8.53 | 15.09 | 15.00 | 14.29 | 13.95 | 14.80 | 27.87 | 21.71 | 31.54 | 40.67 | 16.82 | 14.17 | 13.51 | 14.73 | 17.53 | 22.79 | 26.64 | 39.37 | 24.06 |
| Draw Down(%) | NA | 9.56 | 13.79 | 17.94 | 38.27 | NA | NA | … | … | 9.56 | 13.26 | 6.88 | 10.61 | 17.94 | 5.90 | 38.27 | 6.57 | 15.55 | 2.74 | 16.34 | 14.44 | 10.64 | 6.55 | 12.25 | 27.84 | 16.63 | 23.60 | 49.80 | 11.48 | 14.80 | 8.31 | 12.28 | 11.79 | 43.37 | 36.05 | 48.76 | 9.79 |
| Yield(%) | 0.00 | 6.96 | 7.50 | 6.42 | 8.85 | 8.52 | 9.28 | … | … | 2.59 | 7.59 | 7.39 | 6.68 | 6.10 | 7.25 | 4.21 | 5.17 | 9.18 | 42.54 | 6.36 | 8.03 | 15.98 | 26.12 | 2.64 | 9.49 | 1.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.21 | 1.24 | 26.66 | 20.18 |
Data as of 06/03/2026, Common starting date is 04/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMEAX (BLACKROCK HIGH EQUITY INCOME FUND INVESTOR A) |
-32.79%
Feb 2000 – Feb 2003 |
-11.64%
Feb 2000 – Feb 2005 |
-2.45%
Feb 2000 – Feb 2010 |
3.02%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMEAX (BLACKROCK HIGH EQUITY INCOME FUND INVESTOR A) |
32.70%
Mar 2003 – Mar 2006 |
23.35%
Feb 2009 – Feb 2014 |
14.32%
Feb 2009 – Feb 2019 |
12.89%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart