Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBHQX (BlackRock Total Return Inv B) | NA | 3.03% | 0.97% | 2.22% | 3.13% | 4.02% | 4.56% | … | … |
Data as of 02/01/2018, Common starting date is 10/28/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBHQX (BlackRock Total Return Inv B) | 10/28/1988 | 02/01/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.03 | 0.97 | 2.22 | 3.13 | 4.02 | 4.56 | … | … | 0.00 | 3.12 | 2.76 | -0.47 | 7.15 | -1.25 | 8.92 | 3.40 | 9.05 | 15.21 | -12.21 | 3.79 | 6.01 | 4.22 | 4.60 | 8.97 | 13.45 | 6.24 | 8.60 | -3.28 | 7.27 | 7.55 | 1.71 | 18.61 | -5.79 | 11.58 | 5.25 | 16.19 | 6.17 | 12.76 | -0.31 |
| Sharpe Ratio | NA | 1.00 | 0.23 | 0.67 | 0.69 | NA | NA | … | … | 0.00 | 0.98 | 0.85 | -0.14 | 2.75 | -0.39 | 3.62 | 0.79 | 2.09 | 2.71 | -1.65 | 0.21 | 0.90 | 0.68 | 0.97 | 1.88 | 3.06 | 0.83 | 1.05 | -1.33 | 0.77 | 1.04 | -0.34 | 3.14 | -1.52 | 1.23 | 0.67 | 3.29 | 0.21 | 1.77 | -1.77 |
| Standard Deviation(%) | NA | 2.34 | 3.00 | 3.02 | 4.27 | NA | NA | … | … | NA | 2.55 | 2.99 | 3.58 | 2.60 | 3.29 | 2.47 | 4.25 | 4.29 | 5.59 | 7.94 | 3.59 | 3.02 | 3.01 | 3.74 | 4.40 | 4.04 | 4.79 | 4.36 | 4.88 | 5.13 | 3.87 | 5.21 | 4.70 | 5.75 | 7.69 | 4.21 | 3.77 | 4.22 | 3.99 | 4.13 |
| Draw Down(%) | NA | 1.22 | 3.85 | 5.64 | 20.51 | NA | NA | … | … | 0.00 | 1.22 | 3.85 | 3.12 | 1.26 | 5.64 | 1.23 | 2.12 | 4.03 | 5.76 | 20.51 | 2.91 | 1.68 | 1.95 | 3.99 | 4.27 | 2.18 | 3.62 | 3.89 | 5.46 | 4.01 | 2.36 | 5.38 | 2.47 | 9.07 | 7.00 | 3.27 | 1.33 | 2.90 | 2.43 | 2.15 |
| Yield(%) | 0.00 | 1.98 | 2.10 | 2.34 | 2.92 | 3.80 | 4.30 | … | … | 0.00 | 2.15 | 2.08 | 2.51 | 3.04 | 2.32 | 2.99 | 3.00 | 3.65 | 5.09 | 4.34 | 3.86 | 6.20 | 6.14 | 3.85 | 7.42 | 8.31 | 4.63 | 6.05 | 5.36 | 5.49 | 5.91 | 5.68 | 6.72 | 5.75 | 10.44 | 6.49 | 7.40 | 7.56 | 8.38 | 1.66 |
Data as of 02/01/2018, Common starting date is 10/28/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBHQX (BlackRock Total Return Inv B) |
-2.24%
Nov 2005 – Nov 2008 |
0.19%
Feb 2004 – Feb 2009 |
3.16%
Jan 2008 – Jan 2018 |
4.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBHQX (BlackRock Total Return Inv B) |
13.00%
Sep 1990 – Sep 1993 |
10.37%
Jan 1989 – Jan 1994 |
7.91%
Dec 1988 – Dec 1998 |
7.61%
Mar 1989 – Mar 2004 |
Annualized Rolling Returns Comparison Chart