Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGDVX (BlackRock GA Disciplined Volatility Equi) | NA | 10.40% | 17.02% | 10.16% | NA | NA | NA | … | … |
Data as of 10/03/2025, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGDVX (BlackRock GA Disciplined Volatility Equi) | 06/06/2017 | 10/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.40 | 17.02 | 10.16 | NA | NA | NA | … | … | 7.24 | 12.65 | 17.57 | -12.35 | 16.85 | 11.55 | 19.70 | -6.10 | 5.39 |
| Sharpe Ratio | NA | 0.25 | 1.15 | 0.64 | NA | NA | NA | … | … | 0.53 | 1.11 | 1.65 | -0.88 | 1.62 | 0.44 | 2.42 | -0.61 | 1.60 |
| Standard Deviation(%) | NA | 11.69 | 10.39 | 11.42 | NA | NA | NA | … | … | 12.77 | 8.15 | 8.53 | 15.74 | 10.35 | 25.72 | 7.55 | 12.39 | 5.54 |
| Draw Down(%) | NA | 9.40 | 9.40 | 21.07 | NA | NA | NA | … | … | 9.40 | 4.46 | 7.28 | 20.96 | 5.40 | 28.99 | 3.27 | 14.56 | 3.19 |
| Yield(%) | 0.00 | 6.33 | 5.27 | 4.70 | 3.54 | 2.36 | 1.77 | … | … | 4.38 | 3.16 | 2.68 | 2.98 | 6.45 | 2.64 | 5.37 | 1.65 | 0.80 |
Data as of 10/03/2025, Common starting date is 06/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGDVX (BlackRock GA Disciplined Volatility Equi) |
2.16%
Sep 2019 – Sep 2022 |
3.93%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGDVX (BlackRock GA Disciplined Volatility Equi) |
17.65%
Sep 2022 – Sep 2025 |
13.37%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart