Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PINXX (BlackRock Funds – BlackRock Wealth Liquid Environmentally Aware Fund) NA 4.18% 4.17% NA NA NA NA
Data as of 06/02/2025, Common starting date is 01/20/2021
More Performance Analytics Comparison
Name Start Date End Date
PINXX (BlackRock Funds – BlackRock Wealth Liquid Environmentally Aware Fund) 01/20/2021 06/02/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021
Annualized Return (%) 0.00 4.18 4.17 NA NA NA NA 1.34 4.98 4.83 1.39 0.01
Sharpe Ratio NA 0.72 0.72 NA NA NA NA 0.18 -1.17 0.43 0.02 -0.71
Standard Deviation(%) NA 1.23 1.22 NA NA NA NA 1.05 1.37 1.35 0.55 0.01
Draw Down(%) NA 0.00 0.00 NA NA NA NA 0.00 0.00 0.00 0.00 0.00
Yield(%) 0.34 4.43 4.19 2.52 1.26 0.84 0.63 1.67 4.85 4.71 1.38 0.01
Data as of 06/02/2025, Common starting date is 01/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PINXX (BlackRock Funds – BlackRock Wealth Liquid Environmentally Aware Fund) 2.34%
Feb 2021 – Feb 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PINXX (BlackRock Funds – BlackRock Wealth Liquid Environmentally Aware Fund) 4.18%
Apr 2022 – Apr 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return