Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSD (BlackRock Strategic Municipal Trust) | NA | 23.85% | 11.38% | 5.56% | 8.66% | 5.26% | 6.76% | … | … |
Data as of 04/14/2021, Common starting date is 08/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSD (BlackRock Strategic Municipal Trust) | 08/26/1999 | 04/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.68 | 23.85 | 11.38 | 5.56 | 8.66 | 5.26 | 6.76 | … | … | 4.60 | 6.97 | 23.74 | -7.96 | 7.25 | 2.96 | 4.74 | 24.16 | -12.64 | 14.66 | 19.23 | 10.94 | 56.43 | -37.23 | -20.64 | 16.02 | 26.00 | 5.66 | 13.80 | 8.03 | 4.80 | 17.50 | -15.55 |
| Sharpe Ratio | NA | 2.05 | 0.54 | 0.29 | 0.61 | NA | NA | … | … | 1.32 | 0.24 | 2.85 | -1.53 | 0.83 | 0.23 | 0.56 | 3.54 | -0.90 | 1.24 | 1.49 | 0.79 | 2.89 | -1.04 | -1.15 | 0.96 | 1.92 | 0.39 | 1.08 | 0.56 | 0.19 | 0.88 | -1.95 |
| Standard Deviation(%) | NA | 10.29 | 17.77 | 15.19 | 13.22 | NA | NA | … | … | 13.28 | 28.47 | 7.84 | 6.05 | 7.98 | 12.20 | 8.45 | 6.82 | 14.09 | 11.90 | 12.86 | 13.78 | 19.48 | 36.65 | 20.63 | 13.29 | 12.40 | 12.06 | 12.09 | 12.39 | 13.47 | 15.24 | 21.43 |
| Draw Down(%) | NA | 6.89 | 31.93 | 31.93 | 31.93 | NA | NA | … | … | 6.28 | 31.93 | 6.03 | 12.22 | 9.55 | 15.04 | 6.14 | 4.18 | 23.91 | 8.94 | 8.07 | 14.37 | 13.89 | 53.52 | 26.10 | 9.66 | 9.89 | 15.06 | 10.28 | 10.72 | 9.19 | 12.22 | 17.74 |
| Yield(%) | 0.41 | 5.84 | 5.37 | 4.82 | 6.76 | 4.77 | 6.14 | … | … | 1.66 | 4.79 | 5.54 | 5.11 | 5.76 | 5.86 | 6.09 | 7.38 | 5.84 | 5.94 | 7.18 | 7.31 | 9.33 | 5.75 | 5.46 | 6.48 | 7.03 | 6.49 | 6.68 | 6.42 | 5.63 | 7.26 | 1.55 |
Data as of 04/14/2021, Common starting date is 08/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSD (BlackRock Strategic Municipal Trust) |
-16.70%
Dec 2005 – Dec 2008 |
-5.11%
Dec 2003 – Dec 2008 |
2.96%
Jan 2007 – Jan 2017 |
4.75%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSD (BlackRock Strategic Municipal Trust) |
27.43%
Dec 2008 – Dec 2011 |
15.69%
Dec 2008 – Dec 2013 |
10.60%
Dec 2008 – Dec 2018 |
7.59%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart