Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BSIIX (BlackRock Strategic Income Opps Instl) | 3.72% | 6.36% | 4.69% | 3.21% | 3.15% | 3.51% | NA | 3.94% |
Data as of 07/29/2025, AR inception is 02/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSIIX (BlackRock Strategic Income Opps Instl) | 02/08/2008 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 6.36 | 4.69 | 3.21 | 3.15 | 3.51 | NA | 3.94 | 3.72 | 4.81 | 7.40 | -5.61 | 0.99 | 7.25 | 7.67 | -0.39 | 3.86 | 3.62 | -0.31 | 3.91 | 3.28 | 9.93 | -0.75 | 12.96 | 25.24 | -15.24 |
| Sharpe Ratio | NA | 1.18 | 0.48 | 0.32 | 0.53 | NA | NA | 0.89 | 1.31 | -0.55 | 0.86 | -2.56 | 0.20 | 1.55 | 3.35 | -0.93 | 1.94 | 1.04 | -0.23 | 2.44 | 1.89 | 6.29 | -0.32 | 3.21 | 5.17 | -2.99 |
| Standard Deviation(%) | NA | 2.89 | 3.35 | 3.54 | 3.20 | NA | NA | 3.31 | 2.83 | 3.26 | 3.69 | 2.75 | 4.89 | 4.52 | 1.87 | 1.84 | 1.67 | 3.29 | 1.46 | 1.60 | 1.72 | 1.58 | 2.39 | 4.01 | 4.86 | 5.90 |
| Draw Down(%) | NA | 1.88 | 4.32 | 8.47 | 9.91 | NA | NA | 18.77 | 1.88 | 1.91 | 2.37 | 7.83 | 3.27 | 9.91 | 0.61 | 2.22 | 0.70 | 2.82 | 2.25 | 1.09 | 3.00 | 0.92 | 3.64 | 1.77 | 3.09 | 18.77 |
| Yield(%) | 0.00 | 4.00 | 4.32 | 3.71 | 3.48 | 3.64 | 3.36 | 3.96 | 1.57 | 4.38 | 4.55 | 3.77 | 3.09 | 3.04 | 3.71 | 3.23 | 3.51 | 2.94 | 3.07 | 4.37 | 2.64 | 3.57 | 3.82 | 6.30 | 6.97 | 5.06 |
Data as of 07/29/2025, AR inception is 02/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSIIX (BlackRock Strategic Income Opps Instl) |
0.19%
Oct 2020 - Oct 2023 |
1.32%
Mar 2015 - Mar 2020 |
2.28%
Oct 2013 - Oct 2023 |
3.49%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSIIX (BlackRock Strategic Income Opps Instl) |
12.74%
Feb 2009 - Feb 2012 |
10.08%
Nov 2008 - Nov 2013 |
6.06%
Nov 2008 - Nov 2018 |
5.05%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart