Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSVAX (BlackRock Sustainable U.S. Value Equity Fund Investor A Shares) | NA | 93.14% | 30.36% | 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 |
|---|---|---|
| BSVAX (BlackRock Sustainable U.S. Value Equity Fund Investor A 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 (%) | 119.72 | 93.14 | 30.36 | NA | NA | NA | NA | … | … | 101.59 | 2.53 | 10.59 | -8.68 | 1.91 |
| Sharpe Ratio | NA | 1.08 | 0.54 | NA | NA | NA | NA | … | … | 4.65 | -0.34 | 0.48 | -0.48 | 0.64 |
| Standard Deviation(%) | NA | 80.35 | 48.10 | NA | NA | NA | NA | … | … | 134.39 | 12.00 | 13.24 | 20.93 | 15.30 |
| Draw Down(%) | NA | 16.62 | 17.42 | NA | NA | NA | NA | … | … | 13.66 | 9.94 | 12.17 | 21.46 | 7.01 |
| Yield(%) | 0.00 | 88.15 | 33.68 | 19.41 | 9.70 | 6.47 | 4.85 | … | … | 91.93 | 1.75 | 1.79 | 1.73 | 0.21 |
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 |
|---|---|---|---|---|
| BSVAX (BlackRock Sustainable U.S. Value Equity Fund Investor A Shares) |
-0.28%
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 |
|---|---|---|---|---|
| BSVAX (BlackRock Sustainable U.S. Value Equity Fund Investor A Shares) |
6.76%
Nov 2021 – Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart