Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIMWX (Bluerock High Income Institutional Credit Fund – Class I) | 0.19% | 6.80% | 12.27% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/22/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIMWX (Bluerock High Income Institutional Credit Fund – Class I) | 06/22/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 6.80 | 12.27 | NA | NA | NA | NA | … | … | 0.19 | 6.97 | 22.65 | 11.51 | 0.48 |
| Sharpe Ratio | NA | 0.79 | 1.47 | NA | NA | NA | NA | … | … | -0.47 | 0.78 | 2.70 | 1.18 | -0.25 |
| Standard Deviation(%) | NA | 5.33 | 6.17 | NA | NA | NA | NA | … | … | 4.17 | 5.24 | 7.04 | 6.74 | 5.57 |
| Draw Down(%) | NA | 3.61 | 4.22 | NA | NA | NA | NA | … | … | 3.61 | 2.02 | 1.05 | 4.22 | 4.48 |
| Yield(%) | 0.00 | 9.11 | 13.81 | 9.28 | 4.64 | 3.09 | 2.32 | … | … | 2.12 | 9.81 | 19.44 | 14.58 | 2.59 |
Data as of 06/08/2026, Common starting date is 06/22/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIMWX (Bluerock High Income Institutional Credit Fund – Class I) |
12.18%
Oct 2022 – Oct 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 |
|---|---|---|---|---|
| IIMWX (Bluerock High Income Institutional Credit Fund – Class I) |
13.79%
Jan 2023 – Jan 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart