Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBUIX (BlackRock Utility and Infrastructure Trust) | 14.83% | 24.46% | 15.66% | 9.60% | 9.07% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBUIX (BlackRock Utility and Infrastructure Trust) | 11/29/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.57 | 24.46 | 15.66 | 9.60 | 9.07 | NA | NA | … | … | 14.83 | 20.78 | 7.15 | 7.56 | -7.76 | 15.12 | 15.95 | 26.58 | -7.83 | 10.83 | -0.41 | -12.74 | 16.05 | 8.42 | 1.33 | 2.47 |
| Sharpe Ratio | NA | 2.15 | 0.98 | 0.48 | 0.49 | NA | NA | … | … | 2.95 | 1.18 | 0.32 | 0.31 | -0.47 | 1.24 | 0.49 | 3.16 | -0.94 | 1.58 | -0.05 | -0.96 | 1.72 | 0.88 | 0.15 | 4.49 |
| Standard Deviation(%) | NA | 11.19 | 13.17 | 14.48 | 15.56 | NA | NA | … | … | 13.32 | 15.18 | 10.90 | 12.78 | 19.75 | 12.14 | 31.70 | 7.95 | 9.81 | 6.45 | 13.48 | 13.24 | 9.34 | 9.48 | 8.61 | 7.16 |
| Draw Down(%) | NA | 5.44 | 15.24 | 20.25 | 33.94 | NA | NA | … | … | 5.44 | 12.67 | 7.77 | 15.24 | 20.25 | 6.96 | 33.94 | 4.48 | 10.81 | 3.34 | 12.57 | 19.30 | 8.58 | 11.36 | 8.09 | 0.94 |
| Yield(%) | 0.00 | 10.67 | 8.20 | 6.76 | 6.36 | 5.42 | 4.06 | … | … | 2.70 | 11.41 | 6.39 | 6.35 | 5.63 | 6.10 | 6.61 | 7.76 | 3.99 | 2.07 | 0.00 | 0.53 | 7.09 | 3.60 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBUIX (BlackRock Utility and Infrastructure Trust) |
-2.72%
Feb 2015 – Feb 2018 |
-1.04%
Mar 2015 – Mar 2020 |
4.35%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBUIX (BlackRock Utility and Infrastructure Trust) |
19.10%
Dec 2018 – Dec 2021 |
11.68%
Feb 2021 – Feb 2026 |
9.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart