Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BROIX (BlackRock Glbl Opprtnts Prtf Insti Cl) | 19.66% | 15.71% | 13.91% | 10.44% | 6.48% | 8.04% | NA | 6.23% |
Data as of 06/06/2025, AR inception is 02/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BROIX (BlackRock Glbl Opprtnts Prtf Insti Cl) | 02/03/2006 | 06/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 15.71 | 13.91 | 10.44 | 6.48 | 8.04 | NA | 6.23 | 19.66 | 6.03 | 19.44 | -13.48 | 7.37 | 7.34 | 21.61 | -15.05 | 24.19 | 3.23 | 0.58 | -4.30 | 30.17 | 14.87 | -12.15 | 10.31 | 35.40 | -38.87 | 22.05 | 11.81 |
| Sharpe Ratio | NA | 0.80 | 0.62 | 0.60 | 0.29 | NA | NA | 0.26 | 2.32 | -0.04 | 1.20 | -0.69 | 0.56 | 0.23 | 1.94 | -1.22 | 3.20 | 0.21 | 0.04 | -0.35 | 2.30 | 1.01 | -0.47 | 0.50 | 1.20 | -1.02 | 1.11 | 0.78 |
| Standard Deviation(%) | NA | 17.14 | 16.25 | 16.31 | 16.60 | NA | NA | 19.43 | 20.86 | 12.82 | 12.75 | 21.71 | 13.09 | 30.16 | 10.40 | 13.41 | 7.40 | 14.41 | 14.29 | 12.46 | 13.09 | 14.81 | 26.11 | 20.27 | 29.43 | 39.06 | 17.21 | 12.56 |
| Draw Down(%) | NA | 14.05 | 18.90 | 31.37 | 36.22 | NA | NA | 54.45 | 14.05 | 9.05 | 10.67 | 28.24 | 8.65 | 35.06 | 8.84 | 22.90 | 2.09 | 13.90 | 14.62 | 12.60 | 9.08 | 13.57 | 26.33 | 16.30 | 24.60 | 50.55 | 12.08 | 15.97 |
| Yield(%) | 0.00 | 2.67 | 3.12 | 3.16 | 2.56 | 3.15 | 2.63 | 2.77 | 0.00 | 2.97 | 3.13 | 2.81 | 3.43 | 1.80 | 3.18 | 2.21 | 0.88 | 2.15 | 0.78 | 1.71 | 0.00 | 1.45 | 0.17 | 0.72 | 1.83 | 0.04 | 6.10 | 0.85 |
Data as of 06/06/2025, AR inception is 02/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BROIX (BlackRock Glbl Opprtnts Prtf Insti Cl) |
-10.11%
Mar 2006 - Mar 2009 |
-3.31%
Oct 2007 - Oct 2012 |
3.28%
Mar 2010 - Mar 2020 |
1.80%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BROIX (BlackRock Glbl Opprtnts Prtf Insti Cl) |
20.40%
Feb 2009 - Feb 2012 |
19.27%
Feb 2009 - Feb 2014 |
10.54%
Feb 2009 - Feb 2019 |
9.09%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart