Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBIBX (BLACKROCK TACTICAL OPPORTUNITIES FUND INVESTOR B) | NA | 4.92% | 0.83% | 2.59% | 2.94% | 5.10% | 3.21% | … | … |
Data as of 01/25/2018, Common starting date is 03/11/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBIBX (BLACKROCK TACTICAL OPPORTUNITIES FUND INVESTOR B) | 03/11/1997 | 01/25/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.92 | 0.83 | 2.59 | 2.94 | 5.10 | 3.21 | … | … | 0.00 | 6.96 | -1.11 | -1.79 | 1.01 | 10.45 | 11.00 | -4.30 | 11.78 | 26.30 | -27.65 | 8.58 | 9.08 | 5.47 | 10.12 | 19.22 | -15.23 | -12.54 | -7.24 | 9.69 | 20.48 | 14.98 |
| Sharpe Ratio | NA | 0.80 | 0.10 | 0.39 | 0.23 | NA | NA | … | … | 0.00 | 1.16 | -0.19 | -0.27 | 0.21 | 1.60 | 1.39 | -0.31 | 0.90 | 1.56 | -1.29 | 0.50 | 0.71 | 0.49 | 1.14 | 1.61 | -0.99 | -1.06 | -0.77 | 0.55 | 1.40 | 1.26 |
| Standard Deviation(%) | NA | 5.32 | 6.29 | 6.10 | 11.72 | NA | NA | … | … | 2.15 | 5.50 | 6.88 | 6.77 | 4.71 | 6.52 | 7.93 | 13.89 | 12.97 | 16.82 | 22.07 | 11.13 | 8.14 | 6.78 | 8.02 | 11.49 | 16.47 | 14.21 | 14.73 | 11.78 | 12.28 | 12.06 |
| Draw Down(%) | NA | 2.87 | 12.06 | 12.06 | 38.94 | NA | NA | … | … | 0.00 | 2.87 | 5.41 | 8.48 | 4.91 | 6.57 | 8.00 | 14.61 | 10.93 | 16.77 | 37.68 | 8.38 | 9.82 | 4.97 | 5.61 | 9.54 | 23.12 | 22.01 | 13.00 | 8.18 | 11.52 | 6.55 |
| Yield(%) | 0.00 | 0.59 | 1.18 | 3.81 | 3.08 | 4.57 | 3.83 | … | … | 0.00 | 0.59 | 0.00 | 3.01 | 6.40 | 9.58 | 4.82 | 2.47 | 0.89 | 0.51 | 2.04 | 9.59 | 4.88 | 5.14 | 1.11 | 1.38 | 1.93 | 0.85 | 14.98 | 4.74 | 5.85 | 9.48 |
Data as of 01/25/2018, Common starting date is 03/11/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBIBX (BLACKROCK TACTICAL OPPORTUNITIES FUND INVESTOR B) |
-12.82%
Mar 2000 – Mar 2003 |
-3.88%
Mar 1998 – Mar 2003 |
-2.23%
Feb 1999 – Feb 2009 |
1.84%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBIBX (BLACKROCK TACTICAL OPPORTUNITIES FUND INVESTOR B) |
17.83%
Feb 2009 – Feb 2012 |
13.14%
Feb 2009 – Feb 2014 |
6.40%
Mar 2003 – Mar 2013 |
5.15%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart