Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMHEX (BlackRock Massachusetts Tax-Exempt) | NA | -22.06% | -4.16% | -2.05% | 0.03% | -0.06% | NA | … | … |
Data as of 01/07/2022, Common starting date is 03/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMHEX (BlackRock Massachusetts Tax-Exempt) | 03/27/2003 | 01/07/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.06 | -4.16 | -2.05 | 0.03 | -0.06 | NA | … | … | 0.00 | -21.63 | 2.87 | 10.26 | -1.16 | 3.79 | -4.31 | 0.19 | 18.00 | -6.62 | 6.04 | 12.52 | -4.06 | 26.08 | -23.89 | -5.76 | 2.28 | -1.09 | -1.22 | 1.16 |
| Sharpe Ratio | NA | -0.84 | -0.27 | -0.20 | -0.03 | NA | NA | … | … | NA | -1.05 | 0.19 | 2.80 | -1.18 | 1.11 | -1.07 | 0.05 | 6.07 | -1.12 | 1.60 | 1.69 | -0.69 | 3.70 | -1.63 | -1.92 | -0.27 | -0.76 | -0.40 | 0.17 |
| Standard Deviation(%) | NA | 26.20 | 17.19 | 13.42 | 9.94 | NA | NA | … | … | NA | 29.84 | 13.96 | 3.15 | 2.11 | 2.85 | 4.22 | 3.00 | 2.96 | 5.96 | 3.77 | 7.39 | 6.02 | 7.02 | 15.20 | 4.60 | 3.79 | 4.29 | 5.38 | 4.97 |
| Draw Down(%) | NA | 23.26 | 23.26 | 23.26 | 23.26 | NA | NA | … | … | NA | 22.53 | 19.31 | 2.62 | 4.06 | 1.91 | 10.64 | 5.25 | 2.00 | 13.82 | 4.02 | 6.21 | 12.94 | 5.64 | 32.74 | 9.10 | 3.85 | 5.73 | 8.75 | 7.30 |
| Yield(%) | 0.00 | 1.57 | 3.09 | 2.91 | 2.58 | 1.70 | 1.29 | … | … | 0.00 | 1.57 | 3.60 | 3.84 | 3.94 | 1.56 | 0.00 | 0.41 | 5.95 | 5.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/07/2022, Common starting date is 03/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMHEX (BlackRock Massachusetts Tax-Exempt) |
-9.81%
Dec 2005 – Dec 2008 |
-6.44%
Dec 2003 – Dec 2008 |
-0.52%
Aug 2003 – Aug 2013 |
-0.17%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMHEX (BlackRock Massachusetts Tax-Exempt) |
10.82%
Dec 2008 – Dec 2011 |
6.15%
Dec 2008 – Dec 2013 |
4.57%
Dec 2008 – Dec 2018 |
2.01%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart