Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBSZX (BlackRock Science and Technology Trust II) | 37.16% | 60.43% | 17.53% | -1.99% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBSZX (BlackRock Science and Technology Trust II) | 06/27/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.24 | 60.43 | 17.53 | -1.99 | NA | NA | NA | … | … | 37.16 | 8.86 | 8.13 | 36.83 | -59.84 | 7.04 | 78.31 | 4.95 |
| Sharpe Ratio | NA | 2.40 | 0.59 | -0.21 | NA | NA | NA | … | … | 3.41 | 0.25 | 0.25 | 1.47 | -1.51 | 0.27 | 1.78 | 0.40 |
| Standard Deviation(%) | NA | 22.12 | 20.60 | 27.02 | NA | NA | NA | … | … | 25.51 | 24.21 | 18.02 | 22.73 | 40.68 | 26.16 | 43.58 | 21.39 |
| Draw Down(%) | NA | 10.35 | 28.18 | 64.76 | NA | NA | NA | … | … | 9.61 | 28.18 | 15.19 | 14.18 | 60.71 | 19.16 | 41.95 | 12.49 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 0.20 | 0.15 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 2.50 |
Data as of 06/03/2026, Common starting date is 06/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBSZX (BlackRock Science and Technology Trust II) |
-19.66%
Aug 2021 – Aug 2024 |
-7.32%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBSZX (BlackRock Science and Technology Trust II) |
16.75%
Dec 2022 – Dec 2025 |
3.34%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart