Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BASLX (Blackrock Funds V – Sustainable Low Duration Bond Fund) NA 6.24% NA NA NA NA NA
Data as of 08/23/2024, Common starting date is 10/18/2021
More Performance Analytics Comparison
Name Start Date End Date
BASLX (Blackrock Funds V – Sustainable Low Duration Bond Fund) 10/18/2021 08/23/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021
Annualized Return (%) 0.00 6.24 NA NA NA NA NA 2.85 4.88 -5.31 -0.25
Sharpe Ratio NA 1.06 NA NA NA NA NA 0.38 0.21 -2.50 -1.48
Standard Deviation(%) NA 2.29 NA NA NA NA NA 2.03 3.03 2.69 0.84
Draw Down(%) NA 0.92 NA NA NA NA NA 0.75 1.61 7.28 0.47
Yield(%) 0.00 3.48 2.69 1.61 0.81 0.54 0.40 1.94 3.35 3.07 0.15
Data as of 08/23/2024, Common starting date is 10/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BASLX (Blackrock Funds V – Sustainable Low Duration Bond Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BASLX (Blackrock Funds V – Sustainable Low Duration Bond Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return