Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALSX (BlackRock U.S. Insights Lon/Shr Eq Inv A) | 0.10% | 9.74% | NA | NA | NA | NA | NA | … | … |
Data as of 02/03/2026, Common starting date is 12/01/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALSX (BlackRock U.S. Insights Lon/Shr Eq Inv A) | 12/01/2023 | 02/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.74 | NA | NA | NA | NA | NA | … | … | 0.10 | 11.14 | 1.65 | 1.77 |
| Sharpe Ratio | NA | 0.64 | NA | NA | NA | NA | NA | … | … | -3.84 | 0.74 | -0.23 | 4.54 |
| Standard Deviation(%) | NA | 10.75 | NA | NA | NA | NA | NA | … | … | 0.35 | 11.17 | 8.49 | 4.91 |
| Draw Down(%) | NA | 11.34 | NA | NA | NA | NA | NA | … | … | 0.00 | 12.07 | 7.78 | 0.39 |
| Yield(%) | 0.00 | 8.25 | 8.75 | 5.25 | 2.63 | 1.75 | 1.31 | … | … | 0.00 | 8.37 | 11.69 | 8.29 |
Data as of 02/03/2026, Common starting date is 12/01/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALSX (BlackRock U.S. Insights Lon/Shr Eq Inv A) |
0.00%
NA |
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 |
|---|---|---|---|---|
| BALSX (BlackRock U.S. Insights Lon/Shr Eq Inv A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart