Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBGRX (BlackRock Energy and Resources Trust) | 28.31% | 40.95% | 16.67% | 17.81% | 6.22% | 1.53% | 1.22% | … | … |
Data as of 06/08/2026, Common starting date is 02/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBGRX (BlackRock Energy and Resources Trust) | 02/04/2005 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 40.95 | 16.67 | 17.81 | 6.22 | 1.53 | 1.22 | … | … | 28.31 | 12.01 | 3.25 | 5.44 | 37.42 | 38.05 | -29.64 | 11.46 | -22.67 | -2.77 | 16.23 | -33.11 | -12.23 | 21.59 | -1.85 | -8.25 | 11.20 | 54.21 | -51.64 | 19.80 | 1.77 | 16.05 |
| Sharpe Ratio | NA | 2.39 | 0.81 | 0.72 | 0.20 | NA | NA | … | … | 3.64 | 0.47 | -0.03 | 0.09 | 1.29 | 1.63 | -0.56 | 0.64 | -1.22 | -0.26 | 0.68 | -1.33 | -0.72 | 1.63 | -0.10 | -0.26 | 0.45 | 1.40 | -0.82 | 0.89 | -0.09 | 0.89 |
| Standard Deviation(%) | NA | 16.76 | 17.60 | 21.20 | 25.19 | NA | NA | … | … | 20.97 | 19.59 | 14.31 | 19.65 | 28.09 | 23.31 | 53.18 | 15.55 | 19.80 | 13.05 | 23.44 | 24.93 | 17.07 | 13.19 | 19.70 | 32.44 | 24.93 | 38.73 | 63.86 | 18.82 | 19.02 | 17.42 |
| Draw Down(%) | NA | 9.02 | 16.59 | 23.71 | 65.68 | NA | NA | … | … | 9.02 | 16.59 | 11.05 | 13.99 | 23.71 | 13.95 | 58.92 | 16.96 | 29.97 | 17.86 | 15.73 | 37.37 | 28.42 | 6.11 | 24.99 | 33.87 | 19.02 | 24.63 | 68.60 | 13.76 | 18.49 | 12.01 |
| Yield(%) | 0.00 | 8.59 | 7.21 | 7.85 | 3.89 | 2.97 | 2.26 | … | … | 3.35 | 8.36 | 5.91 | 5.64 | 5.30 | 5.49 | 5.10 | 5.83 | 2.34 | 0.45 | 0.00 | 0.64 | 10.31 | 15.64 | 1.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 02/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBGRX (BlackRock Energy and Resources Trust) |
-20.81%
Oct 2017 – Oct 2020 |
-16.99%
Mar 2015 – Mar 2020 |
-9.10%
Oct 2010 – Oct 2020 |
-6.84%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBGRX (BlackRock Energy and Resources Trust) |
37.18%
Oct 2020 – Oct 2023 |
23.73%
Oct 2020 – Oct 2025 |
7.80%
Mar 2016 – Mar 2026 |
3.68%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart