Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKSTX (BlackRock Sustainable Total Return Fund Class K) | NA | 4.33% | 5.57% | NA | NA | NA | NA | … | … |
Data as of 10/07/2025, Common starting date is 10/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKSTX (BlackRock Sustainable Total Return Fund Class K) | 10/19/2021 | 10/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.33 | 5.57 | NA | NA | NA | NA | … | … | 6.59 | 1.53 | 6.33 | -14.67 | 0.45 |
| Sharpe Ratio | NA | 0.26 | 0.33 | NA | NA | NA | NA | … | … | 1.18 | -0.37 | 0.35 | -2.04 | 0.55 |
| Standard Deviation(%) | NA | 5.08 | 6.51 | NA | NA | NA | NA | … | … | 4.88 | 5.72 | 7.68 | 7.91 | 3.96 |
| Draw Down(%) | NA | 3.58 | 7.69 | NA | NA | NA | NA | … | … | 3.00 | 4.44 | 7.69 | 18.68 | 1.69 |
| Yield(%) | 0.00 | 3.69 | 4.44 | 2.54 | 1.27 | 0.85 | 0.64 | … | … | 2.68 | 4.39 | 3.93 | 3.37 | 0.25 |
Data as of 10/07/2025, Common starting date is 10/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKSTX (BlackRock Sustainable Total Return Fund Class K) |
-2.70%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKSTX (BlackRock Sustainable Total Return Fund Class K) |
5.44%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart