Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRESX (BLACKROCK INTERNATIONAL DIVIDEND FUND SERVICE) | NA | 7.25% | 13.32% | 7.61% | 6.41% | 3.44% | 8.22% | 9.48% |
Data as of 01/07/2022, AR inception is 12/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRESX (BLACKROCK INTERNATIONAL DIVIDEND FUND SERVICE) | 12/23/1997 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.25 | 13.32 | 7.61 | 6.41 | 3.44 | 8.22 | 9.48 | 0.00 | 8.87 | 8.85 | 23.41 | -13.29 | 16.31 | 0.48 | -0.90 | -11.43 | 21.98 | 17.77 | -14.52 | 11.20 | 36.70 | -43.48 | 18.44 | 31.55 | 31.83 | 23.70 | 48.82 | -3.31 | -17.53 | -8.50 | 128.14 | 1.29 | 0.52 |
| Sharpe Ratio | NA | 0.92 | 0.79 | 0.48 | 0.43 | NA | NA | 0.43 | NA | 1.42 | 0.33 | 2.43 | -1.30 | 1.81 | 0.02 | -0.07 | -0.92 | 1.71 | 1.11 | -0.53 | 0.53 | 1.30 | -1.10 | 0.74 | 1.67 | 2.62 | 1.52 | 4.27 | -0.33 | -1.45 | -0.48 | 6.16 | -0.08 | NA |
| Standard Deviation(%) | NA | 7.83 | 16.27 | 14.15 | 14.22 | NA | NA | 19.36 | NA | 9.78 | 25.61 | 9.05 | 11.25 | 8.68 | 16.00 | 14.06 | 12.44 | 12.84 | 16.03 | 27.38 | 20.99 | 28.23 | 40.38 | 21.03 | 16.95 | 11.30 | 14.97 | 11.26 | 13.36 | 13.93 | 26.32 | 20.29 | 25.23 | NA |
| Draw Down(%) | NA | 3.76 | 30.06 | 30.06 | 30.06 | NA | NA | 60.42 | NA | 3.76 | 30.06 | 5.27 | 18.72 | 3.28 | 13.09 | 16.51 | 17.21 | 10.73 | 15.41 | 27.54 | 17.71 | 25.01 | 56.69 | 15.91 | 20.95 | 9.11 | 16.45 | 10.37 | 26.47 | 28.16 | 42.30 | 7.77 | 35.87 | NA |
| Yield(%) | 0.00 | 0.24 | 1.79 | 5.04 | 4.90 | 3.90 | 9.44 | 13.93 | 0.00 | 0.25 | 1.68 | 3.08 | 5.09 | 16.13 | 4.28 | 0.00 | 11.38 | 0.42 | 1.33 | 1.30 | 0.75 | 1.60 | 0.00 | 20.38 | 17.45 | 3.97 | 1.20 | 0.11 | 0.00 | 0.00 | 0.21 | 0.00 | 2.40 | 0.52 |
Data as of 01/07/2022, AR inception is 12/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRESX (BLACKROCK INTERNATIONAL DIVIDEND FUND SERVICE) |
-20.06%
Feb 2000 - Feb 2003 |
-6.04%
May 2007 - May 2012 |
-0.34%
Oct 2007 - Oct 2017 |
3.29%
Dec 2006 - Dec 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRESX (BLACKROCK INTERNATIONAL DIVIDEND FUND SERVICE) |
41.54%
Mar 2003 - Mar 2006 |
33.37%
Oct 2002 - Oct 2007 |
19.05%
Jan 1998 - Jan 2008 |
13.55%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart