Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIRAX (BlackRock Impact US Equity Fund Inv A Sh) | 10.27% | 27.71% | 21.85% | 12.59% | 15.21% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIRAX (BlackRock Impact US Equity Fund Inv A Sh) | 10/06/2015 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.08 | 27.71 | 21.85 | 12.59 | 15.21 | NA | NA | … | … | 10.27 | 18.67 | 23.45 | 25.25 | -19.93 | 28.08 | 22.10 | 30.80 | -5.65 | 21.22 | 13.94 | 2.33 |
| Sharpe Ratio | NA | 2.08 | 1.22 | 0.58 | 0.73 | NA | NA | … | … | 1.52 | 0.84 | 1.52 | 1.59 | -0.87 | 2.07 | 0.62 | 2.32 | -0.41 | 2.82 | 0.99 | 0.68 |
| Standard Deviation(%) | NA | 12.54 | 15.29 | 17.39 | 18.56 | NA | NA | … | … | 14.46 | 18.96 | 13.08 | 13.72 | 24.74 | 13.56 | 35.33 | 12.66 | 17.32 | 7.32 | 13.88 | 14.86 |
| Draw Down(%) | NA | 8.48 | 19.48 | 26.03 | 34.65 | NA | NA | … | … | 8.48 | 19.48 | 9.35 | 10.08 | 25.92 | 5.18 | 34.65 | 6.75 | 20.74 | 2.40 | 11.37 | 5.66 |
| Yield(%) | 0.00 | 6.87 | 9.68 | 6.80 | 8.98 | 6.43 | 4.82 | … | … | 0.00 | 7.05 | 18.06 | 1.00 | 0.76 | 7.13 | 4.21 | 3.51 | 7.43 | 5.96 | 2.93 | 0.61 |
Data as of 06/08/2026, Common starting date is 10/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIRAX (BlackRock Impact US Equity Fund Inv A Sh) |
4.01%
Mar 2017 – Mar 2020 |
8.84%
Sep 2017 – Sep 2022 |
14.04%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIRAX (BlackRock Impact US Equity Fund Inv A Sh) |
26.94%
Dec 2018 – Dec 2021 |
19.50%
Oct 2016 – Oct 2021 |
15.54%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart