Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRMPX (BlackRock Moderate Prepared Ptf InvstrR) | 4.89% | 14.19% | 10.64% | 3.61% | 5.69% | 6.04% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRMPX (BlackRock Moderate Prepared Ptf InvstrR) | 02/08/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.60 | 14.19 | 10.64 | 3.61 | 5.69 | 6.04 | NA | … | … | 4.89 | 12.76 | 8.22 | 11.57 | -15.20 | 3.18 | 10.63 | 16.07 | -4.23 | 9.52 | 5.23 | -0.08 | 6.88 | 17.85 | 12.47 | -0.81 | 12.33 | 27.29 | -28.66 | 7.20 |
| Sharpe Ratio | NA | 1.97 | 1.02 | 0.17 | 0.50 | NA | NA | … | … | 1.58 | 1.16 | 0.66 | 0.97 | -1.34 | 0.41 | 0.76 | 3.21 | -0.81 | 2.59 | 0.90 | -0.02 | 0.88 | 2.40 | 1.50 | -0.06 | 1.02 | 1.63 | -1.46 | 0.49 |
| Standard Deviation(%) | NA | 7.13 | 8.19 | 9.11 | 8.49 | NA | NA | … | … | 9.10 | 8.51 | 6.97 | 8.20 | 12.43 | 7.72 | 13.63 | 4.54 | 6.96 | 3.44 | 5.60 | 6.93 | 7.82 | 7.43 | 8.33 | 13.32 | 12.04 | 16.66 | 20.28 | 10.19 |
| Draw Down(%) | NA | 5.89 | 8.31 | 23.41 | 23.41 | NA | NA | … | … | 5.89 | 8.31 | 3.87 | 7.61 | 19.63 | 4.85 | 16.77 | 1.79 | 9.21 | 1.16 | 4.53 | 6.29 | 5.60 | 5.04 | 7.34 | 13.91 | 9.34 | 16.38 | 33.18 | 6.43 |
| Yield(%) | 0.00 | 5.47 | 3.97 | 2.78 | 3.19 | 4.35 | 3.80 | … | … | 0.00 | 5.67 | 3.08 | 2.75 | 2.14 | 1.82 | 0.88 | 2.39 | 6.61 | 2.18 | 1.46 | 8.53 | 10.48 | 6.45 | 1.49 | 2.18 | 2.13 | 2.27 | 3.01 | 3.39 |
Data as of 06/05/2026, Common starting date is 02/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRMPX (BlackRock Moderate Prepared Ptf InvstrR) |
-3.33%
Jun 2007 – Jun 2010 |
1.26%
Sep 2017 – Sep 2022 |
3.25%
Oct 2013 – Oct 2023 |
3.58%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRMPX (BlackRock Moderate Prepared Ptf InvstrR) |
18.74%
Feb 2009 – Feb 2012 |
15.94%
Feb 2009 – Feb 2014 |
9.88%
Feb 2009 – Feb 2019 |
7.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart