Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBIGX (BlackRock Innovation & Growth Trust) | NA | -8.13% | -8.35% | NA | NA | NA | NA | … | … |
Data as of 02/19/2025, Common starting date is 12/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBIGX (BlackRock Innovation & Growth Trust) | 12/13/2021 | 02/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | -8.13 | -8.35 | NA | NA | NA | NA | … | … | 1.19 | -5.87 | 2.38 | -47.50 | 2.50 |
| Sharpe Ratio | NA | -1.00 | -0.56 | NA | NA | NA | NA | … | … | 0.40 | -0.81 | -0.12 | -1.41 | 2.33 |
| Standard Deviation(%) | NA | 15.57 | 23.12 | NA | NA | NA | NA | … | … | 16.48 | 15.52 | 16.35 | 34.58 | 29.22 |
| Draw Down(%) | NA | 15.88 | 36.05 | NA | NA | NA | NA | … | … | 4.19 | 16.24 | 23.17 | 49.40 | 3.78 |
| Yield(%) | 0.00 | 0.00 | 3.90 | 2.20 | 1.10 | 0.73 | 0.55 | … | … | 0.00 | 0.00 | 3.42 | 7.22 | 1.83 |
Data as of 02/19/2025, Common starting date is 12/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBIGX (BlackRock Innovation & Growth Trust) |
-10.33%
Jan 2022 – Jan 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 |
|---|---|---|---|---|
| XBIGX (BlackRock Innovation & Growth Trust) |
-10.33%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart