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BPRIX: BlackRock Inflation Protected Bond Instl (MUTUAL FUND)
Basic Info 9.62 0(0.0%) May 07
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (96%) |
Start Date: | 07/21/2004 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 3.50% |
Expenses | 0.81% |
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Performance Analytics (As of 05/07/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/22/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 0.3 | 0.1 | -1.4 | 2.6 | 1.8 | 3.0 | 3.4 | 3.7 | -11.9 | 5.7 | 11.8 | 8.3 | -2.1 | 3.1 | 4.1 | -2.1 | 2.6 | -8.1 | 6.9 | 11.9 | 5.8 | 11.0 | 0.4 | 12.2 | 1.1 | 1.0 | 5.5 |
Sharpe Ratio | NA | -1.04 | -0.77 | -0.53 | 0.12 | 0.11 | NA | 0.38 | -0.07 | -1.45 | 1.3 | 1.3 | 1.76 | -1.02 | 0.74 | 0.88 | -0.4 | 0.64 | -1.43 | 1.51 | 1.8 | 1.0 | 1.4 | -0.05 | 1.63 | -0.47 | -0.23 | 1.99 |
Draw Down(%) | NA | 2.7 | 6.0 | 14.2 | 14.2 | 14.2 | NA | 14.2 | 6.5 | 13.8 | 2.8 | 10.1 | 2.0 | 3.3 | 1.9 | 4.4 | 5.6 | 3.8 | 10.0 | 2.2 | 2.9 | 5.4 | 3.9 | 13.4 | 3.3 | 3.2 | 3.3 | 1.5 |
Standard Deviation(%) | NA | 4.9 | 6.1 | 7.1 | 7.1 | 5.8 | NA | 6.1 | 6.9 | 9.2 | 4.4 | 8.8 | 3.9 | 3.3 | 3.4 | 4.4 | 5.3 | 4.1 | 5.7 | 4.6 | 6.6 | 5.7 | 7.8 | 10.6 | 5.7 | 4.6 | 5.0 | 5.7 |
Treynor Ratio | NA | -0.06 | -0.05 | -0.04 | 0.01 | 0.01 | NA | 0.03 | -0.01 | -0.13 | 0.07 | 0.16 | 0.09 | -0.04 | 0.03 | 0.04 | -0.02 | 0.03 | -0.09 | 0.08 | 0.14 | 0.06 | 0.12 | -0.01 | 0.1 | -0.02 | -0.01 | 0.12 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 |
Beta | NA | 0.9 | 0.95 | 0.95 | 0.89 | 0.88 | NA | 0.9 | 0.97 | 0.99 | 0.8 | 0.71 | 0.77 | 0.89 | 0.8 | 0.89 | 0.89 | 0.83 | 0.9 | 0.91 | 0.88 | 0.94 | 0.93 | 0.91 | 0.95 | 0.95 | 0.88 | 0.96 |
RSquared | NA | 0.89 | 0.87 | 0.86 | 0.67 | 0.7 | NA | 0.77 | 0.91 | 0.89 | 0.68 | 0.32 | 0.6 | 0.67 | 0.73 | 0.8 | 0.85 | 0.78 | 0.87 | 0.8 | 0.82 | 0.89 | 0.85 | 0.8 | 0.88 | 0.85 | 0.76 | 0.89 |
Yield(%) | N/A | 1.0 | 3.5 | 5.0 | 4.3 | 3.1 | 3.6 | N/A | 3.4 | 5.9 | 6.3 | 1.7 | 2.5 | 2.4 | 2.2 | 1.4 | 2.0 | 2.8 | 2.6 | 3.5 | 4.3 | 5.2 | 2.1 | 5.8 | 4.9 | 4.1 | 5.0 | 2.0 |
Dividend Growth(%) | N/A | -69.7 | -36.5 | 166.7 | 87.9 | N/A | N/A | N/A | -52.2 | -8.0 | 316.7 | -30.8 | 0.0 | 13.0 | 64.3 | -36.4 | -26.7 | -3.2 | -24.4 | -12.8 | -16.1 | 166.7 | -66.1 | 29.2 | 14.3 | -20.8 | 165.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/22/2004
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