Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIGZ (Blackrock Innovation & Growth Trust) | 2.14% | -7.82% | 7.78% | NA | NA | NA | NA | … | … |
Data as of 01/30/2026, Common starting date is 03/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIGZ (Blackrock Innovation & Growth Trust) | 03/29/2021 | 01/30/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.89 | -7.82 | 7.78 | NA | NA | NA | NA | … | … | 2.14 | 0.86 | 13.42 | 19.45 | -47.76 | -24.83 |
| Sharpe Ratio | NA | -0.39 | 0.19 | NA | NA | NA | NA | … | … | 1.48 | -0.07 | 0.51 | 0.68 | -1.09 | -1.30 |
| Standard Deviation(%) | NA | 27.00 | 23.40 | NA | NA | NA | NA | … | … | 17.95 | 27.66 | 19.13 | 23.38 | 45.11 | 23.95 |
| Draw Down(%) | NA | 31.71 | 31.71 | NA | NA | NA | NA | … | … | 2.87 | 31.71 | 14.02 | 23.43 | 51.72 | 37.82 |
| Yield(%) | 0.00 | 10.55 | 11.01 | 4.22 | 2.11 | 1.41 | 1.06 | … | … | 0.78 | 12.08 | 11.58 | 11.15 | 6.61 | 3.48 |
Data as of 01/30/2026, Common starting date is 03/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIGZ (Blackrock Innovation & Growth Trust) |
-24.55%
Apr 2021 – Apr 2024 |
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 |
|---|---|---|---|---|
| BIGZ (Blackrock Innovation & Growth Trust) |
10.97%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart