Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALPX (Blckrk Lc Cr P A) | 1.42% | 5.08% | 5.90% | 2.17% | 3.76% | 5.57% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALPX (Blckrk Lc Cr P A) | 12/27/2007 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 5.08 | 5.90 | 2.17 | 3.76 | 5.57 | NA | … | … | 1.42 | 8.18 | 1.94 | 5.15 | -1.71 | -0.70 | 2.79 | 7.16 | 5.13 | 6.87 | 3.94 | -1.73 | 10.12 | 31.94 | 14.27 | 3.73 | 13.32 | 13.85 | -31.20 | -0.68 |
| Sharpe Ratio | NA | 0.86 | 0.75 | -0.10 | 0.45 | NA | NA | … | … | 0.27 | 1.34 | -0.53 | 0.36 | -0.69 | -0.19 | 0.25 | 2.98 | 0.85 | 2.20 | 0.83 | -0.18 | 0.79 | 2.61 | 1.09 | 0.14 | 0.63 | 0.58 | -0.91 | -6.07 |
| Standard Deviation(%) | NA | 2.82 | 3.51 | 3.98 | 4.74 | NA | NA | … | … | 3.05 | 3.97 | 3.17 | 4.17 | 4.59 | 3.78 | 10.20 | 1.91 | 4.42 | 2.83 | 4.48 | 10.06 | 12.80 | 12.22 | 13.18 | 26.18 | 21.13 | 23.65 | 35.27 | 9.90 |
| Draw Down(%) | NA | 1.51 | 2.58 | 7.46 | 11.54 | NA | NA | … | … | 1.51 | 2.58 | 1.56 | 3.52 | 4.30 | 6.25 | 11.54 | 0.75 | 3.74 | 2.48 | 2.57 | 6.79 | 9.09 | 6.53 | 11.99 | 25.67 | 17.15 | 24.58 | 45.87 | 0.78 |
| Yield(%) | 0.00 | 4.15 | 2.85 | 1.83 | 2.24 | 5.87 | 4.29 | … | … | 0.00 | 4.33 | 1.94 | 2.00 | 1.05 | 0.25 | 0.00 | 3.48 | 1.89 | 5.12 | 0.93 | 43.21 | 2.41 | 0.00 | 0.00 | 0.00 | 0.00 | 2.08 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALPX (Blckrk Lc Cr P A) |
-0.43%
May 2020 – May 2023 |
1.47%
Dec 2019 – Dec 2024 |
2.84%
Dec 2014 – Dec 2024 |
4.81%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALPX (Blckrk Lc Cr P A) |
21.19%
Sep 2011 – Sep 2014 |
19.15%
Feb 2009 – Feb 2014 |
11.98%
Feb 2009 – Feb 2019 |
8.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart