Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBMZX (BlackRock Health Sciences Trust II) | -7.84% | 1.68% | -6.11% | -12.17% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBMZX (BlackRock Health Sciences Trust II) | 02/04/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 1.68 | -6.11 | -12.17 | NA | NA | NA | … | … | -7.84 | 5.36 | -8.26 | -4.53 | -29.13 | -13.86 | 52.51 |
| Sharpe Ratio | NA | 0.06 | -0.62 | -0.84 | NA | NA | NA | … | … | -1.17 | 0.16 | -1.08 | -0.70 | -1.30 | -0.76 | 2.30 |
| Standard Deviation(%) | NA | 13.55 | 14.51 | 16.70 | NA | NA | NA | … | … | 16.03 | 15.82 | 13.73 | 12.58 | 23.59 | 18.23 | 25.48 |
| Draw Down(%) | NA | 13.03 | 28.45 | 55.34 | NA | NA | NA | … | … | 13.03 | 21.00 | 13.25 | 20.79 | 34.59 | 23.61 | 19.83 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBMZX (BlackRock Health Sciences Trust II) |
-16.75%
Jun 2021 – Jun 2024 |
-11.91%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBMZX (BlackRock Health Sciences Trust II) |
0.31%
Mar 2020 – Mar 2023 |
-3.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
