Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMCRX (Blkrk Flx Eqty R) | 8.55% | 27.85% | 25.23% | 11.16% | 15.21% | 11.51% | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMCRX (Blkrk Flx Eqty R) | 08/03/2010 | 06/11/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.88 | 27.85 | 25.23 | 11.16 | 15.21 | 11.51 | NA | … | … | 8.55 | 21.09 | 31.92 | 39.09 | -30.54 | 10.57 | 24.99 | 33.11 | -3.08 | 22.66 | 9.55 | 0.87 | 0.46 | 23.26 | 10.51 | -5.96 | 14.30 |
| Sharpe Ratio | NA | 1.69 | 1.18 | 0.41 | 0.62 | NA | NA | … | … | 1.07 | 0.78 | 1.62 | 2.24 | -1.06 | 0.56 | 0.68 | 2.24 | -0.22 | 1.82 | 0.64 | 0.05 | 0.05 | 2.31 | 0.76 | -0.21 | 2.37 |
| Standard Deviation(%) | NA | 16.25 | 19.30 | 21.77 | 21.57 | NA | NA | … | … | 18.30 | 23.54 | 17.42 | 16.00 | 30.30 | 18.79 | 36.02 | 14.13 | 19.93 | 12.12 | 14.56 | 15.53 | 9.41 | 10.04 | 13.79 | 28.25 | 15.90 |
| Draw Down(%) | NA | 14.83 | 23.33 | 37.80 | 37.80 | NA | NA | … | … | 12.55 | 23.19 | 12.61 | 10.32 | 33.54 | 11.34 | 31.79 | 7.50 | 23.16 | 6.34 | 13.61 | 11.93 | 13.18 | 5.50 | 11.21 | 27.71 | 8.15 |
| Yield(%) | 0.00 | 6.93 | 11.68 | 6.06 | 8.51 | 7.37 | 6.42 | … | … | 0.00 | 7.14 | 23.04 | 0.99 | 0.03 | 0.00 | 0.00 | 4.56 | 7.86 | 6.54 | 0.31 | 6.63 | 15.80 | 0.92 | 0.54 | 0.24 | 0.68 |
Data as of 06/11/2026, Common starting date is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMCRX (Blkrk Flx Eqty R) |
-1.35%
Dec 2019 – Dec 2022 |
2.39%
Feb 2011 – Feb 2016 |
7.13%
Sep 2012 – Sep 2022 |
9.91%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMCRX (Blkrk Flx Eqty R) |
30.49%
Dec 2022 – Dec 2025 |
20.27%
Jun 2016 – Jun 2021 |
15.52%
May 2016 – May 2026 |
11.89%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart