Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVDAX (BlackRock iShares Dynamic Allocation VI) | 9.42% | 21.18% | 15.13% | 7.75% | 9.30% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVDAX (BlackRock iShares Dynamic Allocation VI) | 05/02/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 21.18 | 15.13 | 7.75 | 9.30 | NA | NA | … | … | 9.42 | 9.82 | 11.58 | 15.61 | -14.80 | 12.06 | 14.67 | 21.80 | -4.94 | 15.12 | 6.49 | -3.88 | 1.17 |
| Sharpe Ratio | NA | 2.16 | 1.22 | 0.49 | 0.69 | NA | NA | … | … | 1.89 | 0.55 | 0.93 | 1.38 | -1.06 | 1.35 | 0.72 | 2.53 | -0.64 | 3.02 | 0.74 | -0.45 | 0.29 |
| Standard Deviation(%) | NA | 8.97 | 9.95 | 11.00 | 11.27 | NA | NA | … | … | 11.32 | 12.77 | 8.52 | 8.76 | 15.30 | 8.90 | 20.01 | 8.05 | 9.99 | 4.81 | 8.45 | 8.59 | 6.07 |
| Draw Down(%) | NA | 7.03 | 11.07 | 20.57 | 22.31 | NA | NA | … | … | 7.03 | 11.07 | 5.03 | 8.21 | 20.57 | 3.86 | 22.25 | 3.03 | 10.85 | 1.58 | 6.03 | 10.32 | 5.03 |
| Yield(%) | 0.00 | 6.55 | 6.26 | 5.37 | 5.35 | 3.71 | 2.78 | … | … | 0.00 | 6.85 | 8.74 | 2.27 | 1.86 | 9.85 | 1.90 | 3.91 | 2.32 | 2.11 | 2.27 | 1.83 | 1.08 |
Data as of 06/04/2026, Common starting date is 05/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVDAX (BlackRock iShares Dynamic Allocation VI) |
2.18%
Apr 2021 – Apr 2024 |
3.33%
Mar 2015 – Mar 2020 |
6.27%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVDAX (BlackRock iShares Dynamic Allocation VI) |
16.10%
Dec 2018 – Dec 2021 |
11.36%
Dec 2016 – Dec 2021 |
9.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart