Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPRIX (BlackRock Inflation Protected Bond Instl) | 4.01% | 5.28% | 1.57% | 1.19% | 2.32% | 2.50% | 3.28% | 3.58% |
Data as of 07/01/2025, AR inception is 07/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPRIX (BlackRock Inflation Protected Bond Instl) | 07/21/2004 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 5.28 | 1.57 | 1.19 | 2.32 | 2.50 | 3.28 | 3.58 | 4.01 | 1.57 | 3.75 | -11.54 | 4.22 | 11.56 | 8.27 | -2.09 | 3.10 | 4.11 | -2.10 | 2.64 | -8.11 | 6.93 | 11.89 | 5.83 | 11.02 | 0.41 | 12.21 | 1.10 | 1.02 | 5.53 |
| Sharpe Ratio | NA | 0.33 | -0.23 | -0.14 | 0.16 | NA | NA | 0.37 | 0.91 | -1.08 | -0.07 | -1.40 | 0.93 | 1.44 | 1.76 | -1.02 | 0.74 | 0.88 | -0.40 | 0.64 | -1.43 | 1.51 | 1.80 | 1.00 | 1.40 | -0.05 | 1.63 | -0.47 | -0.23 | 1.99 |
| Standard Deviation(%) | NA | 4.89 | 6.58 | 6.23 | 5.66 | NA | NA | 5.99 | 5.44 | 4.64 | 6.93 | 9.24 | 4.53 | 7.82 | 3.90 | 3.33 | 3.36 | 4.41 | 5.34 | 4.11 | 5.68 | 4.60 | 6.60 | 5.74 | 7.81 | 10.56 | 5.70 | 4.64 | 4.99 | 5.71 |
| Draw Down(%) | NA | 3.96 | 9.40 | 15.19 | 15.19 | NA | NA | 15.19 | 3.22 | 3.87 | 6.51 | 13.70 | 3.22 | 10.05 | 2.02 | 3.34 | 1.95 | 4.36 | 5.61 | 3.81 | 9.96 | 2.21 | 2.94 | 5.37 | 3.94 | 13.43 | 3.28 | 3.24 | 3.31 | 1.50 |
| Yield(%) | 0.00 | 2.73 | 3.53 | 3.90 | 3.14 | 3.20 | 3.63 | 3.88 | 1.50 | 3.27 | 3.46 | 6.37 | 4.88 | 1.43 | 2.43 | 2.43 | 2.22 | 1.22 | 1.96 | 2.87 | 2.64 | 3.57 | 4.40 | 5.05 | 2.11 | 5.98 | 4.92 | 4.13 | 5.06 | 1.99 |
Data as of 07/01/2025, AR inception is 07/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPRIX (BlackRock Inflation Protected Bond Instl) |
-2.62%
Dec 2012 - Dec 2015 |
-0.47%
Nov 2012 - Nov 2017 |
0.65%
Sep 2012 - Sep 2022 |
2.47%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPRIX (BlackRock Inflation Protected Bond Instl) |
11.99%
Oct 2008 - Oct 2011 |
8.68%
May 2007 - May 2012 |
4.95%
Aug 2004 - Aug 2014 |
4.55%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart