Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHE (BlackRock Massachusetts Tax-Exempt Trust) | NA | -63.81% | -28.41% | -18.10% | -6.24% | -2.69% | -0.25% | … | … |
Data as of 04/19/2021, Common starting date is 07/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHE (BlackRock Massachusetts Tax-Exempt Trust) | 07/23/1993 | 04/19/2021 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.77 | -63.81 | -28.41 | -18.10 | -6.24 | -2.69 | -0.25 | … | … | -66.77 | 5.62 | 18.05 | -19.73 | -1.97 | 6.28 | -6.76 | 21.61 | -20.54 | 1.71 | 9.86 | 10.75 | 42.69 | -29.86 | -9.10 | -3.01 | -16.26 | 6.42 | 13.20 | -0.88 | 6.67 | 10.87 | -22.69 | 6.73 | 14.95 | 8.99 | 7.23 | -33.06 | 3.33 |
| Sharpe Ratio | NA | -0.54 | -0.42 | -0.34 | -0.16 | NA | NA | … | … | -0.44 | 0.21 | -0.42 | -3.61 | -1.40 | -1.50 | -1.86 | 0.18 | -2.25 | -1.01 | -0.58 | -0.48 | 1.13 | -2.05 | -3.07 | -2.20 | -2.79 | -1.08 | -0.50 | -1.59 | -0.95 | -3.66 | 0.14 | 2.48 | -2.09 | 0.64 | -2.71 | -1.22 | 0.59 |
| Standard Deviation(%) | NA | 119.92 | 70.34 | 55.35 | 40.69 | NA | NA | … | … | 219.96 | 25.52 | 12.28 | 11.44 | 15.22 | 18.50 | 13.61 | 16.79 | 17.36 | 16.89 | 15.02 | 16.41 | 21.27 | 24.08 | 10.18 | 11.59 | 13.37 | 12.24 | 12.14 | 13.03 | 15.52 | 15.79 | 16.33 | 16.12 | 15.15 | 17.19 | 20.21 | 25.66 | 13.03 |
| Draw Down(%) | NA | 71.86 | 71.86 | 71.86 | 71.86 | NA | NA | … | … | 71.86 | 22.63 | 3.73 | 20.98 | 6.77 | 21.80 | 13.62 | 6.85 | 28.34 | 12.12 | 9.03 | 8.33 | 7.07 | 42.82 | 15.56 | 12.68 | 17.92 | 14.98 | 9.90 | 16.13 | 11.11 | 8.00 | 25.83 | 7.56 | 4.50 | 9.37 | 12.63 | 38.40 | 5.51 |
| Yield(%) | 0.00 | 4.42 | 3.88 | 3.85 | 4.89 | 4.73 | 5.36 | … | … | 1.63 | 3.77 | 4.36 | 3.90 | 4.54 | 4.97 | 4.88 | 6.34 | 4.99 | 5.49 | 6.38 | 6.81 | 7.93 | 4.98 | 4.46 | 5.69 | 5.60 | 6.72 | 6.10 | 5.82 | 6.10 | 6.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/19/2021, Common starting date is 07/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHE (BlackRock Massachusetts Tax-Exempt Trust) |
-28.81%
Mar 2018 – Mar 2021 |
-18.21%
Mar 2016 – Mar 2021 |
-5.98%
Mar 2011 – Mar 2021 |
-2.91%
Mar 2006 – Mar 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHE (BlackRock Massachusetts Tax-Exempt Trust) |
28.54%
Nov 2008 – Nov 2011 |
13.83%
Dec 1999 – Dec 2004 |
9.52%
Nov 2008 – Nov 2018 |
7.59%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart