Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BREKX (BlackRock International Dividend Fund -) | NA | -7.84% | 11.29% | 5.98% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 01/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BREKX (BlackRock International Dividend Fund -) | 01/29/2018 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.84 | 11.29 | 5.98 | NA | NA | NA | … | … | 0.00 | 2.57 | 15.69 | -10.04 | 13.55 | 9.16 | 23.78 | -15.62 |
| Sharpe Ratio | NA | -2.14 | 0.68 | 0.29 | NA | NA | NA | … | … | 0.00 | -0.09 | 1.01 | -0.57 | 1.19 | 0.35 | 2.46 | -1.60 |
| Standard Deviation(%) | NA | 5.10 | 11.65 | 13.17 | NA | NA | NA | … | … | NA | 11.59 | 11.96 | 20.07 | 11.33 | 25.55 | 9.07 | 11.44 |
| Draw Down(%) | NA | 9.48 | 12.09 | 24.74 | NA | NA | NA | … | … | 0.00 | 9.48 | 12.09 | 24.74 | 5.44 | 30.03 | 5.26 | 17.67 |
| Yield(%) | 0.00 | 1.44 | 2.20 | 3.37 | 2.43 | 1.62 | 1.22 | … | … | 0.00 | 2.91 | 1.99 | 2.80 | 6.74 | 1.86 | 3.23 | 4.98 |
Data as of 09/23/2025, Common starting date is 01/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BREKX (BlackRock International Dividend Fund -) |
0.81%
Sep 2019 – Sep 2022 |
5.48%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BREKX (BlackRock International Dividend Fund -) |
15.34%
Dec 2018 – Dec 2021 |
9.86%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart