Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) | 4.24% | 8.48% | 7.86% | 4.90% | 3.96% | 5.34% | 4.78% | 5.56% |
Data as of 07/07/2025, AR inception is 06/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) | 06/29/1993 | 07/07/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 8.48 | 7.86 | 4.90 | 3.96 | 5.34 | 4.78 | 5.56 | 4.24 | 11.74 | 2.95 | 2.49 | 0.50 | 6.91 | 1.66 | 4.70 | 8.06 | 0.17 | -0.54 | 2.34 | 11.88 | 12.27 | -3.21 | 12.67 | 27.76 | -26.68 | 9.83 | 10.39 | 6.61 | 11.57 | 20.64 | -14.20 | -11.45 | -6.24 | 11.03 | 21.99 | 23.82 | 14.56 | 20.96 | -7.09 | 6.34 |
| Sharpe Ratio | NA | 0.63 | 0.68 | 0.45 | 0.39 | NA | NA | 0.37 | 0.78 | 0.77 | -0.23 | 0.14 | 0.08 | 0.88 | 0.06 | 0.68 | 1.35 | -0.01 | -0.09 | 0.49 | 1.81 | 1.56 | -0.23 | 0.97 | 1.64 | -1.25 | 0.61 | 0.88 | 0.66 | 1.30 | 1.72 | -0.93 | -0.99 | -0.70 | 0.66 | 1.52 | 1.74 | 1.14 | 2.90 | -1.40 | 1.67 |
| Standard Deviation(%) | NA | 7.75 | 6.89 | 6.59 | 6.45 | NA | NA | 10.38 | 7.73 | 6.72 | 5.78 | 7.89 | 6.24 | 7.53 | 4.48 | 4.98 | 5.54 | 6.81 | 6.73 | 4.71 | 6.55 | 7.89 | 13.97 | 13.00 | 16.83 | 21.99 | 11.26 | 8.17 | 6.78 | 8.17 | 11.58 | 16.46 | 14.19 | 14.70 | 11.76 | 12.28 | 11.59 | 9.61 | 5.91 | 7.15 | 6.41 |
| Draw Down(%) | NA | 6.79 | 6.79 | 6.79 | 8.94 | NA | NA | 39.21 | 5.98 | 6.79 | 3.53 | 4.60 | 4.55 | 8.94 | 4.55 | 3.53 | 2.77 | 5.27 | 7.84 | 4.60 | 6.48 | 7.81 | 14.17 | 11.02 | 16.68 | 37.16 | 8.38 | 9.70 | 4.88 | 5.36 | 9.36 | 22.64 | 21.33 | 12.35 | 7.93 | 11.38 | 7.03 | 5.22 | 5.34 | 11.75 | 3.74 |
| Yield(%) | 0.00 | 0.00 | 3.79 | 2.78 | 3.28 | 4.63 | 4.45 | 5.94 | 0.00 | 0.00 | 11.02 | 0.00 | 0.00 | 2.81 | 3.31 | 9.62 | 0.92 | 1.71 | 4.87 | 7.59 | 10.43 | 6.18 | 3.51 | 1.78 | 2.20 | 2.86 | 10.75 | 6.01 | 6.18 | 2.33 | 2.63 | 3.04 | 1.98 | 16.01 | 5.87 | 7.04 | 11.33 | 1.44 | 3.39 | 2.09 | 2.07 |
Data as of 07/07/2025, AR inception is 06/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) |
-11.81%
Mar 2000 - Mar 2003 |
-2.74%
Mar 1998 - Mar 2003 |
-1.05%
Feb 1999 - Feb 2009 |
3.04%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) |
21.18%
Mar 1995 - Mar 1998 |
18.37%
Dec 1994 - Dec 1999 |
8.61%
Feb 2009 - Feb 2019 |
6.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart