Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRICX (BlackRock Retirement Income 2030 Fund Institutional) | 2.65% | 9.57% | 9.46% | 4.12% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRICX (BlackRock Retirement Income 2030 Fund Institutional) | 08/03/2020 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | 9.57 | 9.46 | 4.12 | NA | NA | NA | … | … | 2.65 | 11.61 | 7.11 | 11.12 | -11.74 | 6.92 | 6.76 |
| Sharpe Ratio | NA | 1.23 | 1.03 | 0.25 | NA | NA | NA | … | … | 0.56 | 1.38 | 0.67 | 1.18 | -1.54 | 1.59 | 3.33 |
| Standard Deviation(%) | NA | 5.76 | 6.12 | 6.54 | NA | NA | NA | … | … | 7.08 | 6.35 | 5.17 | 6.36 | 8.59 | 4.33 | 5.08 |
| Draw Down(%) | NA | 5.14 | 6.01 | 16.61 | NA | NA | NA | … | … | 5.14 | 5.70 | 3.16 | 6.01 | 16.53 | 2.58 | 2.60 |
| Yield(%) | 0.00 | 8.78 | 8.67 | 6.84 | 4.24 | 2.82 | 2.12 | … | … | 3.60 | 8.85 | 8.72 | 7.99 | 6.74 | 7.25 | 3.09 |
Data as of 06/08/2026, Common starting date is 08/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRICX (BlackRock Retirement Income 2030 Fund Institutional) |
0.42%
Apr 2021 – Apr 2024 |
4.16%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRICX (BlackRock Retirement Income 2030 Fund Institutional) |
11.15%
Sep 2022 – Sep 2025 |
5.76%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart