Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWIKX (BlackRock MSCI World Index Fund Class K) | NA | 16.72% | 9.38% | NA | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWIKX (BlackRock MSCI World Index Fund Class K) | 12/01/2015 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.72 | 9.38 | NA | NA | NA | NA | … | … | 16.72 | -8.63 | 22.72 | 8.16 | -2.85 |
| Sharpe Ratio | NA | 2.40 | 0.80 | NA | NA | NA | NA | … | … | 2.30 | -0.65 | 3.44 | 0.55 | -1.89 |
| Standard Deviation(%) | NA | 6.69 | 10.36 | NA | NA | NA | NA | … | … | 6.68 | 15.32 | 6.46 | 14.29 | 15.65 |
| Draw Down(%) | NA | 2.03 | 19.02 | NA | NA | NA | NA | … | … | 2.03 | 19.02 | 1.97 | 11.11 | 4.62 |
| Yield(%) | 0.00 | 0.74 | 5.09 | 3.71 | 1.85 | 1.24 | 0.93 | … | … | 0.74 | 9.76 | 2.72 | 2.46 | 0.64 |
Data as of 12/30/2019, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWIKX (BlackRock MSCI World Index Fund Class K) |
10.00%
Sep 2016 – Sep 2019 |
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 |
|---|---|---|---|---|
| BWIKX (BlackRock MSCI World Index Fund Class K) |
12.88%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart