Sortino ratio is not yet available for BATVX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar mutual funds
The table compares BlackRock Allocation Target Shares's Sortino Ratio with other mutual funds in the Municipal Bonds category across multiple time periods, showing how BATVX's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 6, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| ATOIX | abrdn Ultra Short Municipal Income Fund | 17.32 | |||
| DFABX | DFA Short-Term Selective State Municipal Bond Portfolio | 13.05 | |||
| FHMIX | Federated Hermes Conservative Municipal Microshort Fund | 11.49 | |||
| TFCYX | SEI Institutional Managed Trust Tax-Free Conservative Income Fund | 10.90 | |||
| DFCMX | DFA California Short Term Municipal Bond Portfolio | 10.84 | |||
| DNYMX | DFA NY Municipal Bond Portfolio | 10.74 | |||
| USMTX | JPMorgan Ultra-Short Municipal Fund | 10.44 | |||
| APUSX | Cavanal Hill Ultra Short Tax-Free Income Fund | 9.99 | |||
| SMAIX | Allspring Ultra Short-Term Municipal Income Fund | 9.43 | |||
| USMSX | JPMorgan Ultra-Short Municipal Fund | 9.23 | |||
| BATVX | BlackRock Allocation Target Shares | — |
Historical Sortino Ratio
The chart shows BATVX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when BATVX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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