Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIREX (BlckRck Rl Est Scrts Fd Instnl Shrs) | 14.50% | 15.00% | 10.88% | 2.97% | 6.72% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIREX (BlckRck Rl Est Scrts Fd Instnl Shrs) | 10/02/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.60 | 15.00 | 10.88 | 2.97 | 6.72 | NA | NA | … | … | 14.50 | 3.08 | 3.75 | 13.57 | -27.58 | 46.24 | -3.59 | 27.74 | -2.95 | 6.19 | 7.72 | 3.65 | 31.49 | 2.73 | 2.21 |
| Sharpe Ratio | NA | 1.02 | 0.49 | 0.05 | 0.24 | NA | NA | … | … | 2.31 | 0.01 | 0.01 | 0.50 | -1.18 | 2.99 | -0.09 | 2.11 | -0.26 | 0.53 | 0.44 | 0.21 | 2.84 | 0.18 | 0.93 |
| Standard Deviation(%) | NA | 13.20 | 16.49 | 18.73 | 21.11 | NA | NA | … | … | 14.43 | 16.63 | 15.48 | 20.01 | 24.76 | 15.46 | 43.72 | 12.44 | 16.58 | 10.47 | 17.12 | 17.56 | 11.08 | 15.35 | 10.24 |
| Draw Down(%) | NA | 8.16 | 18.05 | 34.76 | 41.92 | NA | NA | … | … | 8.16 | 14.72 | 11.31 | 20.67 | 33.21 | 6.84 | 41.92 | 5.76 | 13.46 | 6.51 | 14.61 | 16.35 | 7.47 | 17.41 | 6.01 |
| Yield(%) | 0.00 | 2.28 | 2.94 | 2.50 | 4.00 | 4.58 | 3.44 | … | … | 0.00 | 3.01 | 2.87 | 3.17 | 3.06 | 2.42 | 2.59 | 2.49 | 2.91 | 9.52 | 7.31 | 6.45 | 2.77 | 4.11 | 0.49 |
Data as of 06/10/2026, Common starting date is 10/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIREX (BlckRck Rl Est Scrts Fd Instnl Shrs) |
-5.15%
Dec 2021 – Dec 2024 |
1.17%
Mar 2015 – Mar 2020 |
5.32%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIREX (BlckRck Rl Est Scrts Fd Instnl Shrs) |
21.67%
Dec 2018 – Dec 2021 |
13.17%
Dec 2016 – Dec 2021 |
8.41%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart