Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMFLX (BlackRock MuniHoldings Investment Quality Fund) | NA | -14.40% | -0.55% | 1.35% | 3.04% | 4.43% | 4.80% | … | … |
Data as of 05/06/2022, Common starting date is 11/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMFLX (BlackRock MuniHoldings Investment Quality Fund) | 11/19/1998 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.40 | -0.55 | 1.35 | 3.04 | 4.43 | 4.80 | … | … | -14.06 | 1.58 | 6.83 | 10.70 | -0.40 | 6.91 | -0.56 | 4.57 | 20.99 | -9.19 | 16.61 | 19.96 | 0.20 | 23.94 | -12.51 | 1.17 | 4.45 | 3.01 | 4.39 | 7.72 | 14.22 | 5.46 | 22.57 | -19.00 | -2.26 |
| Sharpe Ratio | NA | -3.09 | -0.13 | 0.08 | 0.45 | NA | NA | … | … | -6.53 | 0.78 | 0.48 | 2.69 | -0.93 | 2.38 | -0.20 | 1.65 | 6.51 | -1.27 | 3.72 | 3.67 | 0.02 | 4.09 | -1.06 | -0.57 | 0.43 | 0.29 | 0.71 | 1.28 | 2.71 | 0.71 | 3.36 | -3.37 | -2.02 |
| Standard Deviation(%) | NA | 4.81 | 8.60 | 6.81 | 5.77 | NA | NA | … | … | 5.48 | 3.10 | 13.72 | 3.45 | 1.85 | 2.65 | 3.75 | 2.75 | 3.22 | 7.29 | 4.49 | 5.42 | 5.97 | 5.83 | 12.67 | 3.23 | 2.68 | 2.91 | 4.86 | 5.48 | 4.84 | 4.46 | 5.51 | 6.59 | 10.74 |
| Draw Down(%) | NA | 16.99 | 20.18 | 20.18 | 20.18 | NA | NA | … | … | 14.06 | 3.81 | 20.18 | 2.90 | 3.13 | 1.88 | 8.87 | 4.17 | 2.27 | 17.04 | 4.39 | 5.80 | 12.27 | 4.54 | 23.23 | 4.19 | 2.25 | 3.10 | 8.54 | 8.71 | 6.19 | 6.64 | 7.51 | 20.10 | 4.44 |
| Yield(%) | 0.00 | 3.84 | 3.90 | 4.35 | 4.88 | 5.27 | 5.44 | … | … | 1.30 | 3.88 | 3.48 | 4.33 | 4.86 | 5.93 | 5.56 | 5.50 | 6.29 | 5.54 | 6.33 | 7.05 | 6.32 | 6.39 | 4.71 | 4.70 | 5.29 | 6.30 | 6.51 | 6.18 | 6.56 | 5.76 | 6.08 | 0.00 | 0.00 |
Data as of 05/06/2022, Common starting date is 11/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMFLX (BlackRock MuniHoldings Investment Quality Fund) |
-2.87%
Nov 2005 – Nov 2008 |
-0.25%
Nov 2003 – Nov 2008 |
2.51%
Dec 1998 – Dec 2008 |
4.43%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMFLX (BlackRock MuniHoldings Investment Quality Fund) |
15.99%
May 2000 – May 2003 |
11.62%
Jan 2000 – Jan 2005 |
7.88%
Nov 2008 – Nov 2018 |
8.03%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart