BlackRock Index Equity Instl (PNIEX)

Basic Info

BlackRock Index Equity Instl started on 06/20/1996
BlackRock Index Equity Instl is classified as asset class LARGE BLEND
BlackRock Index Equity Instl expense ratio is 0.18%
BlackRock Index Equity Instl rating is
Not Rated

BlackRock Index Equity Instl (PNIEX) Dividend Info

BlackRock Index Equity Instl (PNIEX) dividend growth in the last 12 months is -13.03%

The trailing 12-month yield of BlackRock Index Equity Instl is 1.61%. its dividend history:

DateDividend
12/17/2012 0.164
10/18/2012 0.139
07/19/2012 0.124
04/18/2012 0.131
12/14/2011 0.126
10/20/2011 0.115
07/21/2011 0.119
12/16/2010 0.097
10/21/2010 0.113
07/22/2010 0.098
04/26/2010 0.033
12/16/2009 0.078
10/22/2009 0.096
07/23/2009 0.102
04/23/2009 0.124
12/17/2008 0.107
10/23/2008 0.134
07/17/2008 0.133
04/17/2008 0.156
12/18/2007 0.386
04/19/2007 0.192
12/13/2006 0.091
09/27/2006 0.115
06/28/2006 0.11
03/29/2006 0.105
12/28/2005 0.119
09/28/2005 0.097
06/23/2005 0.091
03/29/2005 0.093
12/20/2004 0.177
09/28/2004 0.083
06/22/2004 0.084
03/29/2004 0.073
12/19/2003 0.09
09/25/2003 0.069
06/26/2003 0.064
03/27/2003 0.07
12/20/2002 0.074
10/31/2002 0.064
09/24/2002 0.06
06/25/2002 0.067
03/25/2002 0.065
12/21/2001 0.057
09/24/2001 0.045
06/25/2001 0.051
03/26/2001 0.046
12/21/2000 0.05
09/25/2000 0.043
06/26/2000 0.047
03/27/2000 0.05
12/22/1999 0.197
09/24/1999 0.062
06/24/1999 0.047
03/25/1999 0.11
12/24/1998 0.052
11/09/1998 0.057
09/24/1998 0.073
06/24/1998 0.058
03/25/1998 0.05
12/24/1997 0.083
11/06/1997 0.038
09/24/1997 0.056
06/24/1997 0.077
03/24/1997 0.065
12/24/1996 0.062
10/02/1996 0.679
09/24/1996 0.093
06/24/1996 0.045

Dividend Growth History for BlackRock Index Equity Instl (PNIEX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2012
2012 $0.558 2.28% 55.00% -
2011 $0.36 1.47% 5.57% 55.00%
2010 $0.341 1.57% -14.75% 27.92%
2009 $0.4 2.24% -24.53% 11.74%
2008 $0.53 1.91% -8.30% 1.30%
2007 $0.578 2.12% 37.29% -0.70%
2006 $0.421 1.73% 5.25% 4.81%
2005 $0.4 1.73% -4.08% 4.87%
2004 $0.417 1.95% 42.32% 3.71%
2003 $0.293 1.67% -11.21% 7.42%
2002 $0.33 1.48% 65.83% 5.39%
2001 $0.199 0.81% 4.74% 9.83%
2000 $0.19 0.68% -54.33% 9.39%
1999 $0.416 1.76% 43.45% 2.28%
1998 $0.29 1.54% -9.09% 4.79%
1997 $0.319 2.24% -63.71% 3.80%
1996 $0.879 6.50% - -2.80%

Dividend Growth Chart for BlackRock Index Equity Instl (PNIEX)

BlackRock Index Equity Instl (PNIEX) Historical Returns And Risk Info

From 06/20/1996 to 04/19/2013, the compound annualized total return (dividend reinvested) of BlackRock Index Equity Instl (PNIEX) is 6.928%. Its cumulative total return (dividend reinvested) is 208.006%.

From 06/20/1996 to 04/19/2013, the Maximum Drawdown of BlackRock Index Equity Instl (PNIEX) is 55.3%.

From 06/20/1996 to 04/19/2013, the Sharpe Ratio of BlackRock Index Equity Instl (PNIEX) is 0.25.

From 06/20/1996 to 04/19/2013, the Annualized Standard Deviation of BlackRock Index Equity Instl (PNIEX) is 20.6%.

From 06/20/1996 to 04/19/2013, the Beta of BlackRock Index Equity Instl (PNIEX) is 1.0.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
06/20/1996		 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return(%) -2.7 14.7 10.7 4.2 7.6 3.9 6.9 9.0 15.8 1.4 14.5 26.4 -37.0 5.4 15.8 4.8 10.7 28.5 -21.9 -12.1 -9.2 20.6 28.5 32.9 13.0
Sharpe Ratio NA 1.12 0.58 0.15 0.32 NA 0.25 2.79 1.24 0.06 0.8 0.97 -0.92 0.15 1.25 0.26 0.88 1.64 -0.89 -0.68 -0.6 0.97 1.25 1.61 1.92
Draw Down(%) NA 8.8 18.8 51.6 55.3 NA 55.3 3.8 9.6 18.8 15.6 27.3 47.8 9.8 7.5 7.0 7.5 13.8 33.1 29.2 16.6 11.8 19.1 10.7 7.2
Standard Deviation(%) NA 13.0 18.5 25.9 20.6 NA 20.6 12.0 12.8 23.5 18.1 27.3 41.1 16.0 10.0 10.3 11.1 16.9 26.0 21.6 22.2 17.9 20.2 18.2 11.6
Treynor Ratio NA 0.15 0.11 0.04 0.07 NA 0.05 0.33 0.17 0.01 0.14 0.26 -0.38 0.02 0.13 0.03 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.0 0.0 0.0 0.01 NA 0.02 -0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.01 NA NA NA NA NA NA NA NA
Beta NA 0.96 0.99 1.0 1.0 NA 1.0 1.02 0.95 0.99 1.0 1.0 1.0 1.01 0.98 1.0 0.98 NA NA NA NA NA NA NA NA
RSquare NA 0.92 0.98 0.99 0.96 NA 0.57 0.99 0.92 1.0 0.99 1.0 1.0 1.0 1.0 1.0 0.89 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 1.6 1.8 1.5 2.5 1.7 N/A 0.0 2.2 1.5 1.6 2.2 1.9 2.1 1.7 1.7 1.9 1.7 1.4 0.8 0.7 1.8 1.5 2.2 6.4
Dividend Growth(%) N/A -13.0 -16.5 -7.4 N/A N/A N/A -100.0 48.6 8.8 -15.0 -24.5 -8.6 38.1 5.0 -2.4 41.4 -9.4 60.0 5.3 -54.8 44.8 -9.4 -63.2 N/A

Return Calculator for BlackRock Index Equity Instl (PNIEX)

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BlackRock Index Equity Instl (PNIEX) Historical Return Chart

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BlackRock Index Equity Instl (PNIEX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/20/1996 to 04/19/2013, the worst annualized return of 3-year rolling returns for BlackRock Index Equity Instl (PNIEX) is -14.91%.
From 06/20/1996 to 04/19/2013, the worst annualized return of 5-year rolling returns for BlackRock Index Equity Instl (PNIEX) is -4.14%.
From 06/20/1996 to 04/19/2013, the worst annualized return of 10-year rolling returns for BlackRock Index Equity Instl (PNIEX) is -2.27%.
From 06/20/1996 to 04/19/2013, the worst annualized return of 20-year rolling returns for BlackRock Index Equity Instl (PNIEX) is NA.

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