Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BROAX (BlackRock Global Opportunites Ptfl Inv A) | 8.40% | 19.77% | 17.72% | 8.27% | 8.85% | 7.44% | 6.88% | … | … |
Data as of 06/08/2026, Common starting date is 02/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BROAX (BlackRock Global Opportunites Ptfl Inv A) | 02/06/2006 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.72 | 19.77 | 17.72 | 8.27 | 8.85 | 7.44 | 6.88 | … | … | 8.40 | 32.13 | 6.52 | 19.11 | -13.70 | 7.07 | 7.05 | 21.37 | -15.27 | 23.76 | 2.97 | 0.36 | -4.63 | 29.91 | 14.53 | -12.43 | 10.07 | 35.15 | -39.17 | 21.85 | 11.70 |
| Sharpe Ratio | NA | 1.09 | 0.98 | 0.35 | 0.44 | NA | NA | … | … | 0.87 | 1.81 | 0.23 | 1.22 | -0.70 | 0.54 | 0.22 | 1.92 | -1.24 | 3.13 | 0.19 | 0.02 | -0.37 | 2.29 | 0.99 | -0.48 | 0.49 | 1.18 | -1.02 | 1.09 | 0.76 |
| Standard Deviation(%) | NA | 15.50 | 14.96 | 16.21 | 16.57 | NA | NA | … | … | 19.14 | 16.23 | 12.84 | 12.79 | 21.69 | 13.08 | 30.20 | 10.36 | 13.45 | 7.40 | 14.31 | 14.29 | 12.43 | 13.04 | 14.77 | 26.04 | 20.38 | 29.78 | 39.32 | 17.19 | 12.65 |
| Draw Down(%) | NA | 11.11 | 14.04 | 31.65 | 36.59 | NA | NA | … | … | 11.11 | 14.04 | 8.47 | 10.73 | 28.34 | 8.83 | 35.09 | 8.82 | 23.08 | 2.11 | 14.02 | 14.63 | 12.72 | 9.15 | 13.66 | 26.38 | 16.47 | 24.72 | 50.82 | 12.18 | 15.98 |
| Yield(%) | 0.00 | 7.20 | 5.15 | 3.70 | 3.65 | 3.20 | 3.34 | … | … | 0.00 | 8.64 | 3.48 | 2.89 | 2.63 | 3.15 | 1.59 | 2.96 | 2.04 | 0.71 | 1.88 | 0.49 | 1.43 | 0.00 | 1.15 | 0.11 | 0.34 | 1.55 | 0.00 | 5.78 | 0.72 |
Data as of 06/08/2026, Common starting date is 02/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BROAX (BlackRock Global Opportunites Ptfl Inv A) |
-10.43%
Mar 2006 – Mar 2009 |
-3.61%
Oct 2007 – Oct 2012 |
3.00%
Mar 2010 – Mar 2020 |
1.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BROAX (BlackRock Global Opportunites Ptfl Inv A) |
24.06%
Sep 2022 – Sep 2025 |
18.98%
Feb 2009 – Feb 2014 |
10.27%
Feb 2009 – Feb 2019 |
8.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart