Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBLWX (BlackRock Limited Duration Income Trust) | 0.27% | 6.36% | 9.46% | 4.03% | 4.79% | 3.77% | 2.44% | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBLWX (BlackRock Limited Duration Income Trust) | 10/02/2003 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.36 | 9.46 | 4.03 | 4.79 | 3.77 | 2.44 | … | … | 0.27 | 9.16 | 9.41 | 13.81 | -11.27 | 4.11 | 6.89 | 16.41 | -2.67 | 4.54 | 2.72 | -6.16 | 3.87 | 8.98 | 8.06 | -4.78 | 7.31 | 31.90 | -32.39 | -5.43 | -0.26 | -4.71 | 0.10 | 1.06 |
| Sharpe Ratio | NA | 1.48 | 1.96 | 0.32 | 0.50 | NA | NA | … | … | -0.35 | 1.97 | 2.14 | 1.95 | -1.50 | 1.52 | 0.43 | 5.44 | -1.43 | 1.81 | 0.52 | -1.88 | 1.72 | 4.17 | 2.78 | -1.05 | 2.40 | 7.42 | -4.47 | -2.71 | -1.44 | -2.51 | -0.26 | 1.25 |
| Standard Deviation(%) | NA | 2.76 | 3.41 | 5.08 | 6.36 | NA | NA | … | … | 3.71 | 3.19 | 2.71 | 5.26 | 8.48 | 2.69 | 15.42 | 2.75 | 2.85 | 2.15 | 4.83 | 3.30 | 2.24 | 2.14 | 2.90 | 4.60 | 3.01 | 4.29 | 7.44 | 3.18 | 2.57 | 2.78 | 3.39 | 2.99 |
| Draw Down(%) | NA | 2.78 | 4.20 | 16.94 | 28.50 | NA | NA | … | … | 2.78 | 4.20 | 1.51 | 4.96 | 15.82 | 2.97 | 28.50 | 0.64 | 5.48 | 1.89 | 4.64 | 8.65 | 3.31 | 3.97 | 3.01 | 10.31 | 3.32 | 4.12 | 33.96 | 7.69 | 2.86 | 5.38 | 5.31 | 0.71 |
| Yield(%) | 0.00 | 9.78 | 9.73 | 7.38 | 6.20 | 4.89 | 3.41 | … | … | 4.06 | 9.64 | 9.43 | 8.89 | 6.56 | 6.94 | 6.89 | 6.62 | 5.66 | 2.41 | 0.00 | 0.00 | 7.29 | 7.26 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBLWX (BlackRock Limited Duration Income Trust) |
-13.92%
Dec 2005 – Dec 2008 |
-9.46%
Dec 2003 – Dec 2008 |
-0.49%
Feb 2006 – Feb 2016 |
-0.11%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBLWX (BlackRock Limited Duration Income Trust) |
12.06%
Sep 2022 – Sep 2025 |
9.68%
Dec 2008 – Dec 2013 |
5.27%
Mar 2009 – Mar 2019 |
5.12%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart