Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFRKX (BlackRock Floating Rate Income Port Clas) | 0.44% | 4.37% | 7.32% | 5.64% | 4.92% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFRKX (BlackRock Floating Rate Income Port Clas) | 03/29/2016 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 4.37 | 7.32 | 5.64 | 4.92 | NA | NA | … | … | 0.44 | 5.77 | 8.46 | 12.63 | -0.33 | 4.28 | 2.50 | 8.92 | -0.70 | 3.67 | 6.80 |
| Sharpe Ratio | NA | 0.82 | 1.60 | 1.10 | 0.82 | NA | NA | … | … | -0.38 | 1.03 | 1.82 | 2.89 | -0.49 | 3.30 | 0.22 | 3.23 | -1.11 | 2.15 | 5.04 |
| Standard Deviation(%) | NA | 2.38 | 2.73 | 2.88 | 4.02 | NA | NA | … | … | 2.55 | 2.81 | 2.66 | 3.13 | 3.59 | 1.29 | 10.31 | 2.30 | 1.89 | 1.41 | 1.73 |
| Draw Down(%) | NA | 1.74 | 2.72 | 6.04 | 20.59 | NA | NA | … | … | 1.74 | 2.72 | 0.93 | 1.67 | 6.04 | 0.60 | 20.59 | 0.90 | 4.12 | 0.59 | 1.19 |
| Yield(%) | 0.00 | 6.65 | 7.79 | 6.51 | 5.38 | 3.69 | 2.77 | … | … | 2.52 | 6.98 | 8.31 | 8.87 | 4.90 | 3.49 | 4.03 | 5.15 | 4.30 | 4.09 | 3.37 |
Data as of 06/10/2026, Common starting date is 03/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFRKX (BlackRock Floating Rate Income Port Clas) |
-0.61%
Mar 2017 – Mar 2020 |
2.22%
Jun 2017 – Jun 2022 |
4.98%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFRKX (BlackRock Floating Rate Income Port Clas) |
9.69%
Jun 2022 – Jun 2025 |
8.08%
Mar 2020 – Mar 2025 |
5.01%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart