Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCBSX (BLACKROCK TACTICAL OPPORTUNITIES FUND SERVICE) | 4.03% | 6.95% | 7.46% | 4.70% | 3.72% | 4.97% | 4.42% | 5.08% |
Data as of 07/10/2025, AR inception is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCBSX (BLACKROCK TACTICAL OPPORTUNITIES FUND SERVICE) | 06/20/1996 | 07/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 6.95 | 7.46 | 4.70 | 3.72 | 4.97 | 4.42 | 5.08 | 4.03 | 11.41 | 2.66 | 2.29 | 0.22 | 6.59 | 1.50 | 4.36 | 7.79 | -0.08 | -0.84 | 1.96 | 11.44 | 11.97 | -3.49 | 12.47 | 27.34 | -26.80 | 9.51 | 10.11 | 6.31 | 11.16 | 20.31 | -14.46 | -11.68 | -6.52 | 10.71 | 21.59 | 23.47 | 10.36 |
| Sharpe Ratio | NA | 0.60 | 0.65 | 0.41 | 0.35 | NA | NA | 0.33 | 0.76 | 0.72 | -0.28 | 0.12 | 0.03 | 0.84 | 0.02 | 0.61 | 1.31 | -0.04 | -0.13 | 0.41 | 1.74 | 1.52 | -0.25 | 0.95 | 1.62 | -1.25 | 0.59 | 0.85 | 0.61 | 1.25 | 1.69 | -0.94 | -1.00 | -0.73 | 0.64 | 1.49 | 1.71 | 1.98 |
| Standard Deviation(%) | NA | 7.71 | 6.88 | 6.59 | 6.45 | NA | NA | 10.64 | 7.68 | 6.68 | 5.82 | 7.87 | 6.27 | 7.53 | 4.47 | 5.02 | 5.49 | 6.92 | 6.75 | 4.70 | 6.55 | 7.93 | 14.00 | 12.99 | 16.81 | 22.04 | 11.17 | 8.11 | 6.76 | 8.16 | 11.58 | 16.47 | 14.17 | 14.62 | 11.75 | 12.26 | 11.61 | 8.52 |
| Draw Down(%) | NA | 6.74 | 6.74 | 6.74 | 9.06 | NA | NA | 39.38 | 6.06 | 6.74 | 3.64 | 4.63 | 4.58 | 8.97 | 4.72 | 3.55 | 2.78 | 5.29 | 8.01 | 4.62 | 6.50 | 7.90 | 14.34 | 10.99 | 16.64 | 37.25 | 8.39 | 9.72 | 4.95 | 5.44 | 9.45 | 22.71 | 21.47 | 12.52 | 7.96 | 11.39 | 7.05 | 5.22 |
| Yield(%) | 0.00 | 0.00 | 3.73 | 2.74 | 3.13 | 4.35 | 4.19 | 5.14 | 0.00 | 0.00 | 10.88 | 0.00 | 0.00 | 2.71 | 2.72 | 9.38 | 0.85 | 1.47 | 4.59 | 7.28 | 10.09 | 5.89 | 3.24 | 1.57 | 1.87 | 2.70 | 10.50 | 5.75 | 5.88 | 2.02 | 2.32 | 2.79 | 1.70 | 15.73 | 5.58 | 6.73 | 11.01 | 5.69 |
Data as of 07/10/2025, AR inception is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBSX (BLACKROCK TACTICAL OPPORTUNITIES FUND SERVICE) |
-12.06%
Mar 2000 - Mar 2003 |
-3.02%
Mar 1998 - Mar 2003 |
-1.34%
Feb 1999 - Feb 2009 |
2.74%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBSX (BLACKROCK TACTICAL OPPORTUNITIES FUND SERVICE) |
20.35%
Jul 1996 - Jul 1999 |
14.09%
Feb 2009 - Feb 2014 |
8.30%
Feb 2009 - Feb 2019 |
6.67%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart