Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFRAX (BlackRock Floating Rate Income Strategies Fd Inc) | 0.45% | 4.26% | 7.82% | 5.91% | 4.79% | 3.74% | 1.54% | … | … |
Data as of 06/08/2026, Common starting date is 11/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFRAX (BlackRock Floating Rate Income Strategies Fd Inc) | 11/05/2003 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 4.26 | 7.82 | 5.91 | 4.79 | 3.74 | 1.54 | … | … | 0.45 | 5.65 | 9.07 | 14.59 | -1.92 | 6.16 | 1.73 | 12.36 | -2.18 | 1.45 | 4.91 | -3.97 | 1.83 | 8.40 | 5.89 | -3.98 | 6.15 | 54.13 | -49.10 | -7.28 | 1.26 | -2.47 | 1.62 | 0.31 |
| Sharpe Ratio | NA | 1.08 | 2.52 | 1.20 | 0.57 | NA | NA | … | … | -0.57 | 1.15 | 4.11 | 4.68 | -0.68 | 5.63 | 0.09 | 3.53 | -1.84 | 0.59 | 1.85 | -1.75 | 0.88 | 6.00 | 2.28 | -0.78 | 2.15 | 7.42 | -4.74 | -3.01 | -0.87 | -1.83 | 0.32 | 1.34 |
| Standard Deviation(%) | NA | 1.65 | 1.92 | 2.85 | 5.57 | NA | NA | … | … | 2.19 | 2.42 | 1.33 | 2.35 | 4.94 | 1.09 | 15.78 | 3.08 | 1.94 | 1.35 | 2.53 | 2.29 | 2.07 | 1.40 | 2.58 | 5.15 | 2.81 | 7.28 | 10.53 | 3.48 | 2.47 | 2.59 | 1.98 | 1.08 |
| Draw Down(%) | NA | 2.44 | 3.49 | 9.06 | 29.88 | NA | NA | … | … | 2.44 | 3.49 | 1.00 | 1.89 | 9.06 | 0.72 | 29.88 | 1.10 | 6.13 | 1.32 | 2.59 | 6.81 | 2.99 | 1.76 | 2.88 | 10.25 | 3.82 | 7.86 | 49.44 | 9.23 | 1.89 | 4.57 | 2.69 | 0.36 |
| Yield(%) | 0.00 | 11.90 | 11.31 | 8.87 | 6.42 | 4.92 | 2.89 | … | … | 5.12 | 11.53 | 11.21 | 10.31 | 5.60 | 5.81 | 6.35 | 6.33 | 5.54 | 2.04 | 0.00 | 0.00 | 5.41 | 6.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 11/05/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFRAX (BlackRock Floating Rate Income Strategies Fd Inc) |
-21.82%
Dec 2005 – Dec 2008 |
-13.88%
Dec 2003 – Dec 2008 |
-2.05%
Feb 2006 – Feb 2016 |
-1.53%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFRAX (BlackRock Floating Rate Income Strategies Fd Inc) |
16.27%
Feb 2009 – Feb 2012 |
12.52%
Dec 2008 – Dec 2013 |
6.55%
Feb 2009 – Feb 2019 |
6.31%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart