Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBMEX (BlackRock Health Sciences Trust) | -4.67% | 13.05% | 5.54% | 3.93% | 7.20% | 7.61% | 6.18% | … | … |
Data as of 06/03/2026, Common starting date is 05/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBMEX (BlackRock Health Sciences Trust) | 05/03/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 13.05 | 5.54 | 3.93 | 7.20 | 7.61 | 6.18 | … | … | -4.67 | 15.29 | 3.64 | 3.54 | -4.13 | 10.68 | 17.57 | 23.93 | 4.68 | 15.38 | -13.46 | -5.90 | 25.40 | 34.89 | 12.94 | -4.38 | -1.53 | 18.90 | -22.10 | 9.77 | -1.03 | 10.52 |
| Sharpe Ratio | NA | 1.05 | 0.31 | 0.04 | 0.21 | NA | NA | … | … | -0.57 | 0.83 | 0.00 | -0.01 | -0.33 | 0.14 | 0.60 | 1.91 | 0.21 | 1.80 | -0.88 | -0.29 | 1.76 | 3.04 | 1.19 | -0.22 | -0.11 | 1.17 | -0.89 | 0.58 | -0.24 | 1.10 |
| Standard Deviation(%) | NA | 12.90 | 12.35 | 37.09 | 28.80 | NA | NA | … | … | 14.89 | 14.94 | 9.71 | 9.81 | 16.94 | 78.36 | 28.66 | 11.79 | 15.76 | 8.19 | 15.58 | 20.19 | 14.46 | 11.45 | 10.93 | 19.67 | 14.47 | 16.02 | 25.80 | 11.46 | 18.61 | 12.49 |
| Draw Down(%) | NA | 9.81 | 14.43 | 42.23 | 42.23 | NA | NA | … | … | 9.81 | 12.80 | 9.41 | 8.16 | 15.48 | 42.23 | 27.57 | 7.46 | 14.99 | 4.49 | 16.04 | 21.49 | 9.85 | 6.50 | 6.32 | 18.41 | 13.71 | 14.35 | 32.90 | 6.48 | 12.71 | 6.65 |
| Yield(%) | 0.00 | 8.11 | 6.73 | 5.90 | 6.35 | 6.92 | 5.73 | … | … | 2.98 | 7.62 | 6.11 | 5.92 | 5.34 | 5.38 | 5.82 | 6.69 | 5.61 | 1.29 | 0.00 | 0.43 | 12.31 | 10.96 | 4.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBMEX (BlackRock Health Sciences Trust) |
-10.04%
Feb 2006 – Feb 2009 |
-1.67%
May 2007 – May 2012 |
3.27%
Jul 2015 – Jul 2025 |
5.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBMEX (BlackRock Health Sciences Trust) |
27.52%
Jul 2012 – Jul 2015 |
17.72%
Jul 2010 – Jul 2015 |
11.72%
Dec 2011 – Dec 2021 |
9.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart