Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XBITX (BlackRock Multi-Sector Income Trust) 0.51% 3.82% 7.93% 3.48% 4.89% NA NA
Data as of 06/08/2026, Common starting date is 03/01/2013
More Performance Analytics Comparison
Name Start Date End Date
XBITX (BlackRock Multi-Sector Income Trust) 03/01/2013 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
Annualized Return (%) -0.45 3.82 7.93 3.48 4.89 NA NA 0.51 6.46 8.85 10.94 -8.75 4.77 15.45 5.48 -3.14 11.65 0.44 -5.35 9.49 3.35
Sharpe Ratio NA 0.31 1.19 0.20 0.47 NA NA -0.36 0.95 1.64 1.35 -1.45 1.52 0.85 0.77 -1.10 3.93 0.04 -1.56 3.57 0.93
Standard Deviation(%) NA 3.74 3.96 4.83 7.13 NA NA 3.66 3.78 3.18 5.43 7.06 3.12 17.71 5.23 4.12 2.81 5.65 3.45 2.65 4.30
Draw Down(%) NA 2.88 3.59 13.86 33.71 NA NA 2.88 3.23 1.96 4.86 13.33 2.71 32.38 3.84 4.97 2.16 5.87 8.08 3.50 9.14
Yield(%) 0.00 10.39 10.24 8.03 7.02 5.30 3.98 4.45 10.25 10.14 10.07 7.70 8.13 8.57 8.07 7.12 3.90 0.00 0.00 7.84 3.69
Data as of 06/08/2026, Common starting date is 03/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XBITX (BlackRock Multi-Sector Income Trust) -4.29%
Mar 2017 – Mar 2020
-3.30%
Mar 2015 – Mar 2020
3.10%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XBITX (BlackRock Multi-Sector Income Trust) 12.36%
Mar 2020 – Mar 2023
11.09%
Mar 2020 – Mar 2025
5.52%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return