Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIRKX (BlackRock Impact U.S. Equity Fund Class) | 10.11% | 27.74% | 22.07% | 12.98% | 15.57% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIRKX (BlackRock Impact U.S. Equity Fund Class) | 03/29/2016 | 06/09/2026 |
| 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 (%) | -2.84 | 27.74 | 22.07 | 12.98 | 15.57 | NA | NA | … | … | 10.11 | 12.76 | 23.81 | 25.66 | -19.68 | 28.65 | 22.45 | 31.39 | -5.46 | 21.53 | 13.13 |
| Sharpe Ratio | NA | 2.10 | 1.24 | 0.60 | 0.75 | NA | NA | … | … | 1.54 | 0.52 | 1.54 | 1.62 | -0.86 | 2.11 | 0.62 | 2.37 | -0.40 | 2.88 | 1.51 |
| Standard Deviation(%) | NA | 12.57 | 15.29 | 17.41 | 18.58 | NA | NA | … | … | 14.50 | 19.53 | 13.12 | 13.72 | 24.76 | 13.59 | 35.39 | 12.64 | 17.34 | 7.28 | 11.44 |
| Draw Down(%) | NA | 8.42 | 19.40 | 25.80 | 34.65 | NA | NA | … | … | 8.42 | 19.40 | 9.31 | 10.03 | 25.73 | 5.15 | 34.65 | 6.72 | 20.69 | 2.39 | 6.13 |
| Yield(%) | 0.00 | 7.12 | 9.95 | 7.11 | 9.44 | 6.52 | 4.89 | … | … | 0.00 | 7.31 | 18.28 | 1.32 | 1.00 | 7.56 | 4.46 | 3.86 | 7.69 | 6.20 | 3.07 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| BIRKX (BlackRock Impact U.S. Equity Fund Class) |
4.33%
Mar 2017 – Mar 2020 |
9.23%
Sep 2017 – Sep 2022 |
15.50%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIRKX (BlackRock Impact U.S. Equity Fund Class) |
27.44%
Dec 2018 – Dec 2021 |
19.91%
Oct 2016 – Oct 2021 |
15.92%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart