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BlackRock GA Dynamic Equity Fund (BGEEX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

The fund will, under normal circumstances, invest at least 80% of its net assets (plus borrowings for investment purposes) in equity securities. It seeks to achieve its investment objective by investing in both equity and fixed-income securities, including money market securities and other short-term securities or instruments, of issuers located around the world. Equity securities include common stock, preferred stock, securities convertible into common stock, ADRs, or securities or other instruments whose price is linked to the value of common stock.

Sharpe ratio is not yet available for BGEEX. 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 GA Dynamic Equity Fund's Sharpe Ratio with other mutual funds in the Global Equities category across multiple time periods, showing how BGEEX'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 Aug 1, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
LVAFXLSV Global Managed Volatility Fund3.40
FMIEXWasatch Global Value Fund Investor Class Shares3.35
VGPMXVanguard Global Capital Cycles Fund3.13
LVAGXLSV Global Value Fund3.10
EPSYXMainStay Epoch Global Equity Yield Fund2.98
PGVFXPolaris Global Value Fund2.97
JGYIXJohn Hancock Global Shareholder Yield Fund2.92
SGMAXSEI Institutional Investments Trust Global Managed Volatility Fund2.68
GMGEXGMO Global Equity Allocation Fund2.66
GWOAXGMO Global Developed Equity Allocation Fund2.63
BGEEXBlackRock GA Dynamic Equity Fund—
Benchmark

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Time Period

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Historical Sharpe Ratio

The chart shows BGEEX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when BGEEX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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