Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BISTX (BlackRock Sustainable Total Return Fund Institutional) | NA | 4.29% | 5.53% | NA | NA | NA | NA | … | … |
Data as of 10/07/2025, Common starting date is 10/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BISTX (BlackRock Sustainable Total Return Fund Institutional) | 10/19/2021 | 10/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.29 | 5.53 | NA | NA | NA | NA | … | … | 6.56 | 1.50 | 6.28 | -14.71 | 0.44 |
| Sharpe Ratio | NA | 0.25 | 0.32 | NA | NA | NA | NA | … | … | 1.18 | -0.37 | 0.34 | -2.05 | 0.54 |
| Standard Deviation(%) | NA | 5.04 | 6.49 | NA | NA | NA | NA | … | … | 4.83 | 5.70 | 7.67 | 7.91 | 3.95 |
| Draw Down(%) | NA | 3.59 | 7.72 | NA | NA | NA | NA | … | … | 3.00 | 4.44 | 7.72 | 18.71 | 1.69 |
| Yield(%) | 0.00 | 3.64 | 4.40 | 2.51 | 1.26 | 0.84 | 0.63 | … | … | 2.65 | 4.34 | 3.89 | 3.34 | 0.24 |
Data as of 10/07/2025, Common starting date is 10/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BISTX (BlackRock Sustainable Total Return Fund Institutional) |
-2.74%
Dec 2021 – Dec 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 |
|---|---|---|---|---|
| BISTX (BlackRock Sustainable Total Return Fund Institutional) |
5.40%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart