Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMHDX (BlackRock MuniHoldings Fd Inc) | 2.61% | 10.49% | 3.33% | -1.39% | 1.36% | 4.24% | 4.45% | … | … |
Data as of 06/03/2026, Common starting date is 11/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMHDX (BlackRock MuniHoldings Fd Inc) | 11/19/1998 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 10.49 | 3.33 | -1.39 | 1.36 | 4.24 | 4.45 | … | … | 2.61 | 2.34 | 0.25 | 8.67 | -19.51 | 3.60 | 6.99 | 10.04 | 0.24 | 6.89 | -0.12 | 5.46 | 22.79 | -8.14 | 16.63 | 18.78 | 4.54 | 37.31 | -20.52 | 0.43 | 7.64 | 7.94 | 10.63 | 12.58 | 12.85 | 7.40 | 13.34 | -17.88 | -2.01 |
| Sharpe Ratio | NA | 1.34 | 0.08 | -0.47 | -0.04 | NA | NA | … | … | 0.60 | -0.04 | -0.56 | 0.65 | -2.44 | 1.23 | 0.45 | 3.85 | -0.67 | 2.44 | -0.09 | 1.83 | 7.65 | -1.17 | 4.04 | 3.81 | 0.79 | 6.32 | -1.76 | -0.84 | 1.72 | 2.04 | 2.85 | 3.52 | 3.19 | 1.37 | 2.20 | -4.08 | -2.21 |
| Standard Deviation(%) | NA | 5.06 | 9.08 | 8.29 | 7.74 | NA | NA | … | … | 5.33 | 12.59 | 5.96 | 7.78 | 8.63 | 2.89 | 14.90 | 2.23 | 1.71 | 2.57 | 3.93 | 2.97 | 2.98 | 6.96 | 4.13 | 4.93 | 5.66 | 5.88 | 12.18 | 3.25 | 2.47 | 2.78 | 3.39 | 3.37 | 3.67 | 3.66 | 4.14 | 5.21 | 9.05 |
| Draw Down(%) | NA | 4.22 | 13.06 | 27.47 | 27.47 | NA | NA | … | … | 4.22 | 11.15 | 4.43 | 12.08 | 26.80 | 4.01 | 21.88 | 1.82 | 2.50 | 1.72 | 9.37 | 3.84 | 1.57 | 16.49 | 4.82 | 6.35 | 11.58 | 5.52 | 27.26 | 3.92 | 1.42 | 2.54 | 4.77 | 3.85 | 4.28 | 5.12 | 6.54 | 18.40 | 3.31 |
| Yield(%) | 0.00 | 5.86 | 4.80 | 3.72 | 4.05 | 5.57 | 5.36 | … | … | 2.34 | 5.42 | 4.75 | 3.48 | 3.97 | 4.19 | 4.29 | 4.89 | 5.30 | 4.83 | 5.62 | 5.94 | 6.92 | 6.13 | 6.73 | 7.36 | 6.87 | 7.96 | 5.38 | 5.14 | 5.79 | 6.99 | 7.31 | 7.22 | 6.70 | 6.20 | 6.74 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| XMHDX (BlackRock MuniHoldings Fd Inc) |
-6.29%
Oct 2019 – Oct 2022 |
-2.26%
Jul 2020 – Jul 2025 |
1.21%
Jul 2015 – Jul 2025 |
3.44%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMHDX (BlackRock MuniHoldings Fd Inc) |
19.47%
Dec 2008 – Dec 2011 |
12.81%
Dec 2008 – Dec 2013 |
9.73%
Dec 2008 – Dec 2018 |
9.20%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart