Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSUVX (BlackRock Sustainable U.S. Value Equity Fund Institutional Shares) | NA | 11.41% | 8.71% | NA | NA | NA | NA | … | … |
Data as of 05/09/2025, Common starting date is 10/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSUVX (BlackRock Sustainable U.S. Value Equity Fund Institutional Shares) | 10/19/2021 | 05/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 26.52 | 11.41 | 8.71 | NA | NA | NA | NA | … | … | 16.20 | 2.80 | 10.86 | -8.49 | 1.98 |
| Sharpe Ratio | NA | 0.18 | 0.21 | NA | NA | NA | NA | … | … | 1.16 | -0.32 | 0.50 | -0.47 | 0.67 |
| Standard Deviation(%) | NA | 27.66 | 20.60 | NA | NA | NA | NA | … | … | 43.31 | 12.02 | 13.24 | 20.88 | 15.03 |
| Draw Down(%) | NA | 16.53 | 17.26 | NA | NA | NA | NA | … | … | 13.64 | 9.94 | 12.06 | 21.39 | 6.91 |
| Yield(%) | 0.00 | 88.35 | 33.93 | 19.58 | 9.79 | 6.53 | 4.89 | … | … | 92.03 | 2.05 | 2.05 | 1.92 | 0.26 |
Data as of 05/09/2025, 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 |
|---|---|---|---|---|
| BSUVX (BlackRock Sustainable U.S. Value Equity Fund Institutional Shares) |
-0.01%
Apr 2022 – Apr 2025 |
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 |
|---|---|---|---|---|
| BSUVX (BlackRock Sustainable U.S. Value Equity Fund Institutional Shares) |
7.00%
Nov 2021 – Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart