Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.58% | -0.10% | 4.77% | 3.33% | 3.82% | 6.21% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLACKROCK RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | 21.58 | -0.10 | 4.77 | 3.33 | 3.82 | 6.21 | … | … | 0.53 | 8.84 | 6.86 | -14.37 | 4.44 | 18.67 | 1.37 | -5.36 | 15.13 | 5.77 | -6.17 | 0.79 | 14.00 | 8.16 | -1.64 | 0.79 | 19.57 | -4.78 | 18.40 | 16.77 | 15.32 | 13.61 | 17.57 | 2.52 | 7.46 |
| Sharpe Ratio | NA | 0.38 | -0.41 | 0.19 | 0.19 | NA | NA | … | … | 0.04 | 0.24 | 0.33 | -1.62 | 0.45 | 1.89 | -0.01 | -0.88 | 2.62 | 0.98 | -1.14 | 0.13 | 2.18 | 1.42 | -0.16 | 0.06 | 1.91 | -1.04 | 1.15 | 1.30 | 1.90 | 1.41 | 3.31 | 0.34 | 1.49 |
| Standard Deviation(%) | NA | 9.26 | 9.06 | 9.36 | 7.84 | NA | NA | … | … | 10.63 | 9.28 | 7.93 | 9.75 | 9.88 | 9.73 | 5.12 | 7.57 | 5.53 | 5.70 | 5.42 | 6.10 | 6.42 | 5.72 | 10.66 | 10.91 | 10.22 | 5.49 | 13.36 | 10.37 | 6.93 | 9.00 | 5.10 | 4.17 | 3.47 |
| Draw Down(%) | NA | 6.48 | 18.75 | 21.83 | 21.83 | NA | NA | … | … | 0.91 | 6.47 | 7.35 | 14.78 | 6.12 | 8.48 | 5.37 | 11.97 | 2.17 | 4.23 | 8.21 | 6.12 | 4.92 | 4.52 | 11.34 | 10.86 | 5.50 | 6.65 | 10.76 | 14.66 | 5.95 | 10.43 | 2.02 | 4.35 | 2.23 |
| Yield(%) | NA | 3.47 | 3.63 | 3.71 | 3.15 | NA | NA | … | … | NA | 0.99 | 3.02 | 2.78 | 4.29 | 5.49 | 2.53 | 2.97 | 0.54 | 2.90 | 2.57 | 3.83 | 2.04 | 3.41 | 2.37 | 1.73 | 2.63 | 3.17 | 13.40 | 10.45 | 3.06 | 1.58 | 3.41 | 2.45 | 5.26 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLACKROCK RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.23%
Apr 2021 – Apr 2024 |
-0.48%
Feb 2018 – Feb 2023 |
1.64%
Oct 2013 – Oct 2023 |
3.13%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLACKROCK RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
21.55%
Oct 2004 – Oct 2007 |
17.28%
Oct 2002 – Oct 2007 |
10.67%
Apr 2001 – Apr 2011 |
8.85%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart