Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIMAX (Bluerock High Income Institutional Credit Fund – Class A) | -0.60% | 5.80% | 11.90% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/22/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIMAX (Bluerock High Income Institutional Credit Fund – Class A) | 06/22/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 5.80 | 11.90 | NA | NA | NA | NA | … | … | -0.60 | 6.68 | 22.63 | 11.48 | 0.48 |
| Sharpe Ratio | NA | 0.75 | 1.46 | NA | NA | NA | NA | … | … | -0.55 | 0.74 | 2.72 | 1.17 | -0.25 |
| Standard Deviation(%) | NA | 5.23 | 6.14 | NA | NA | NA | NA | … | … | 4.09 | 5.18 | 7.00 | 6.77 | 5.55 |
| Draw Down(%) | NA | 3.61 | 4.22 | NA | NA | NA | NA | … | … | 3.61 | 2.02 | 1.05 | 4.22 | 4.48 |
| Yield(%) | 0.00 | 8.89 | 13.73 | 9.22 | 4.61 | 3.07 | 2.31 | … | … | 2.05 | 9.59 | 19.41 | 14.60 | 2.59 |
Data as of 06/09/2026, Common starting date is 06/22/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIMAX (Bluerock High Income Institutional Credit Fund – Class A) |
12.08%
Oct 2022 – Oct 2025 |
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 |
|---|---|---|---|---|
| IIMAX (Bluerock High Income Institutional Credit Fund – Class A) |
13.68%
Jan 2023 – Jan 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart