Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BKMIX (BlackRock Multi-Asset Income Portfolio C) 2.52% 9.36% 9.61% 4.30% NA NA NA
Data as of 06/10/2026, Common starting date is 02/09/2017
More Performance Analytics Comparison
Name Start Date End Date
BKMIX (BlackRock Multi-Asset Income Portfolio C) 02/09/2017 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
Annualized Return (%) -1.03 9.36 9.61 4.30 NA NA NA 2.52 11.90 7.37 11.26 -11.52 7.31 6.54 14.04 -3.51 4.28
Sharpe Ratio NA 1.35 1.12 0.29 NA NA NA 0.64 1.49 0.75 1.24 -1.52 1.72 0.58 3.75 -1.11 1.90
Standard Deviation(%) NA 5.50 5.91 6.40 NA NA NA 6.84 6.08 5.00 6.20 8.58 4.23 10.89 3.35 4.41 2.18
Draw Down(%) NA 4.99 5.82 16.49 NA NA NA 4.99 5.67 3.08 5.82 16.49 2.49 19.73 1.24 6.91 1.01
Yield(%) 0.00 6.89 6.69 5.37 4.72 3.15 2.36 2.58 6.90 6.21 6.11 4.50 5.57 4.41 5.40 5.12 1.86
Data as of 06/10/2026, Common starting date is 02/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BKMIX (BlackRock Multi-Asset Income Portfolio C) -0.54%
Sep 2019 – Sep 2022
1.44%
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
BKMIX (BlackRock Multi-Asset Income Portfolio C) 11.45%
Sep 2022 – Sep 2025
6.90%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return