Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMSIX (BlackRock Secured Credit Portfolio Fd Cl) | 3.17% | 7.32% | 6.49% | 2.74% | 3.33% | 4.07% | NA | 4.28% |
Data as of 06/30/2025, AR inception is 03/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMSIX (BlackRock Secured Credit Portfolio Fd Cl) | 03/02/2010 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 7.32 | 6.49 | 2.74 | 3.33 | 4.07 | NA | 4.28 | 3.17 | 5.01 | 9.37 | -9.44 | -2.01 | 6.96 | 12.06 | -0.98 | 5.55 | 7.34 | 0.41 | 2.47 | 5.84 | 9.79 | 3.47 | 6.77 |
| Sharpe Ratio | NA | 1.38 | 0.75 | 0.18 | 0.45 | NA | NA | 0.87 | 1.07 | -0.48 | 1.19 | -2.13 | -0.74 | 0.73 | 5.43 | -1.03 | 2.78 | 2.72 | 0.16 | 0.95 | 2.88 | 4.56 | 1.13 | 2.31 |
| Standard Deviation(%) | NA | 3.01 | 4.08 | 3.84 | 4.20 | NA | NA | 3.73 | 3.13 | 3.31 | 4.33 | 5.10 | 2.77 | 9.18 | 1.96 | 2.24 | 1.78 | 2.62 | 2.36 | 2.57 | 2.02 | 2.15 | 3.05 | 3.47 |
| Draw Down(%) | NA | 2.23 | 6.46 | 17.40 | 18.60 | NA | NA | 18.60 | 2.23 | 2.01 | 3.17 | 13.72 | 4.63 | 18.60 | 0.39 | 3.17 | 0.98 | 1.69 | 3.64 | 3.19 | 2.70 | 0.88 | 1.67 | 2.73 |
| Yield(%) | 0.00 | 4.79 | 5.37 | 4.34 | 4.36 | 4.72 | 3.65 | 4.87 | 1.79 | 5.48 | 6.01 | 3.86 | 3.36 | 4.29 | 5.27 | 4.89 | 4.13 | 4.26 | 4.21 | 4.67 | 4.74 | 7.35 | 5.54 | 3.82 |
Data as of 06/30/2025, AR inception is 03/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMSIX (BlackRock Secured Credit Portfolio Fd Cl) |
-2.34%
Sep 2019 - Sep 2022 |
0.44%
Oct 2017 - Oct 2022 |
2.40%
Oct 2013 - Oct 2023 |
4.10%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMSIX (BlackRock Secured Credit Portfolio Fd Cl) |
7.29%
Apr 2010 - Apr 2013 |
6.29%
Feb 2016 - Feb 2021 |
5.30%
Jun 2011 - Jun 2021 |
4.14%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart