Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 01/07/2022.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SGLSX (BLACKROCK ENERGY & RESOURCES PORTFOLIO INSTITUTIONAL) | NA | 0.00% | 0.14% | -6.20% | -7.77% | -3.58% | 4.20% | 5.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGLSX (BLACKROCK ENERGY & RESOURCES PORTFOLIO INSTITUTIONAL) | 09/27/2001 | 01/07/2022 |
The return data shown below all have the same latest date: 01/07/2022.
AR inception is since 09/27/2001.
AR inception is since 09/27/2001.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.14 | -6.20 | -7.77 | -3.58 | 4.20 | 5.07 | 0.00 | 0.00 | -1.08 | 9.73 | -28.59 | -5.87 | 32.89 | -38.19 | -25.48 | 14.07 | -9.87 | -14.43 | 24.05 | 79.41 | -53.18 | 32.57 | 5.35 | 57.19 | 48.03 | 60.58 | 5.85 | 18.87 |
| Sharpe Ratio | NA | -1,186.34 | -0.03 | -0.40 | -0.35 | NA | NA | 0.14 | NA | -854.48 | -0.54 | 0.36 | -1.13 | -0.32 | 0.99 | -1.16 | -1.04 | 0.75 | -0.35 | -0.36 | 0.76 | 1.65 | -0.73 | 1.24 | 0.07 | 2.20 | 2.24 | 4.33 | 0.22 | 3.50 |
| Standard Deviation(%) | NA | 0.00 | 12.97 | 18.09 | 23.58 | NA | NA | 30.81 | NA | 0.00 | 2.43 | 22.91 | 26.40 | 20.37 | 32.89 | 33.03 | 24.42 | 18.77 | 28.57 | 40.54 | 31.53 | 47.97 | 73.56 | 23.99 | 28.16 | 25.00 | 21.05 | 13.83 | 21.48 | 26.90 |
| Draw Down(%) | NA | 0.00 | 25.50 | 39.30 | 68.07 | NA | NA | 76.37 | NA | 0.00 | 2.67 | 25.50 | 39.30 | 25.69 | 18.64 | 46.53 | 42.74 | 11.64 | 34.49 | 41.90 | 24.09 | 30.22 | 74.93 | 17.93 | 27.92 | 16.13 | 12.48 | 7.09 | 27.90 | 9.98 |
| Yield(%) | 0.00 | 0.00 | 0.48 | 0.53 | 0.17 | 2.71 | 12.43 | 14.69 | 0.00 | 0.00 | 0.07 | 1.47 | 0.39 | 1.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 3.22 | 1.47 | 0.00 | 14.08 | 17.57 | 26.67 | 18.72 | 5.37 | 2.85 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGLSX (BLACKROCK ENERGY & RESOURCES PORTFOLIO INSTITUTIONAL) |
-25.06%
Jun 2014 - Jun 2017 |
-19.42%
Feb 2011 - Feb 2016 |
-10.04%
Mar 2011 - Mar 2021 |
-4.82%
Apr 2006 - Apr 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGLSX (BLACKROCK ENERGY & RESOURCES PORTFOLIO INSTITUTIONAL) |
63.28%
Apr 2003 - Apr 2006 |
44.63%
Jun 2003 - Jun 2008 |
18.89%
Nov 2001 - Nov 2011 |
8.35%
Nov 2001 - Nov 2016 |
Annualized Rolling Returns Comparison Chart