Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMSOX (BlackRock Multi-Sector Opportunities Trust Series I) | NA | 5.83% | -4.61% | -2.30% | NA | NA | NA | … | … |
Data as of 03/01/2024, Common starting date is 04/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMSOX (BlackRock Multi-Sector Opportunities Trust Series I) | 04/13/2018 | 03/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.83 | -4.61 | -2.30 | NA | NA | NA | … | … | 0.41 | 7.40 | -20.52 | 3.35 | -9.49 | 17.50 | -7.80 |
| Sharpe Ratio | NA | 0.79 | -1.43 | -0.47 | NA | NA | NA | … | … | -2.37 | 1.01 | -3.09 | 1.58 | -0.61 | 4.67 | -3.24 |
| Standard Deviation(%) | NA | 2.64 | 4.69 | 8.18 | NA | NA | NA | … | … | 0.49 | 3.15 | 7.11 | 2.10 | 15.99 | 3.45 | 3.75 |
| Draw Down(%) | NA | 2.59 | 23.91 | 35.72 | NA | NA | NA | … | … | 0.09 | 4.33 | 21.86 | 3.62 | 35.72 | 1.89 | 7.98 |
| Yield(%) | 0.00 | 8.95 | 4.79 | 4.52 | 2.35 | 1.57 | 1.17 | … | … | 0.00 | 9.10 | 0.41 | 7.33 | 1.31 | 8.28 | 1.87 |
Data as of 03/01/2024, Common starting date is 04/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMSOX (BlackRock Multi-Sector Opportunities Trust Series I) |
-9.41%
Dec 2019 – Dec 2022 |
-3.67%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMSOX (BlackRock Multi-Sector Opportunities Trust Series I) |
3.20%
Dec 2018 – Dec 2021 |
-1.27%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart