Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRMBX (BLACKROCK HIGH EQUITY INCOME FUND INVESTOR B) | NA | 13.84% | 6.97% | 11.39% | 7.56% | 11.89% | NA | … | … |
Data as of 02/01/2018, Common starting date is 04/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRMBX (BLACKROCK HIGH EQUITY INCOME FUND INVESTOR B) | 04/30/1998 | 02/01/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.84 | 6.97 | 11.39 | 7.56 | 11.89 | NA | … | … | 0.00 | -38.90 | -1.45 | -12.40 | -6.59 | 7.75 | 6.73 | -20.36 | 21.93 | 34.60 | -35.69 | 19.94 | 17.39 | 13.36 | 16.94 | 46.14 | -39.49 | -15.53 | -34.34 | 186.03 | 28.44 |
| Sharpe Ratio | NA | -0.96 | -1.09 | -1.02 | -0.84 | NA | NA | … | … | 0.00 | -0.93 | -2.15 | -1.60 | -1.09 | -0.38 | -0.78 | -1.26 | 0.15 | 0.51 | -1.35 | -0.12 | -0.35 | -0.57 | -0.18 | 1.54 | -2.60 | -1.40 | -1.09 | 6.77 | 1.66 |
| Standard Deviation(%) | NA | 62.27 | 38.72 | 34.16 | 31.80 | NA | NA | … | … | NA | 62.46 | 16.50 | 19.33 | 22.92 | 28.20 | 15.21 | 30.97 | 21.68 | 31.54 | 40.68 | 16.79 | 14.19 | 13.51 | 14.68 | 17.48 | 22.75 | 26.62 | 52.96 | 27.01 | 25.15 |
| Draw Down(%) | NA | 47.23 | 53.62 | 61.74 | 61.74 | NA | NA | … | … | 0.00 | 47.23 | 16.39 | 21.26 | 19.97 | 22.96 | 12.40 | 29.92 | 16.75 | 23.67 | 49.96 | 11.54 | 14.83 | 8.41 | 12.65 | 11.88 | 43.67 | 36.40 | 62.90 | 9.82 | 32.38 |
| Yield(%) | 0.00 | 51.70 | 20.97 | 20.38 | 12.03 | 20.87 | 23.96 | … | … | 0.00 | 52.44 | 7.52 | 9.53 | 17.56 | 28.35 | 2.69 | 9.81 | 1.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.57 | 26.97 | 0.00 | 0.00 |
Data as of 02/01/2018, Common starting date is 04/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRMBX (BLACKROCK HIGH EQUITY INCOME FUND INVESTOR B) |
-33.11%
Feb 2000 – Feb 2003 |
-12.17%
Feb 2000 – Feb 2005 |
-3.09%
Feb 2000 – Feb 2010 |
2.30%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRMBX (BLACKROCK HIGH EQUITY INCOME FUND INVESTOR B) |
47.21%
Aug 1998 – Aug 2001 |
22.42%
Feb 2009 – Feb 2014 |
17.52%
Aug 1998 – Aug 2008 |
14.05%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison Chart