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BDBKX: BlackRock Small Cap index Fund Class K (MUTUAL FUND)
Basic Info 24.92 0.26(1.05%) July 09
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 04/07/2011 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 2.07% |
| Expenses | 0.37% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/07/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.6 | 1.8 | 9.0 | 9.0 | 8.5 | 6.3 | 7.8 | 8.5 | 15.4 | -20.6 | 7.7 | 19.6 | 25.6 | -10.9 | 14.7 | 21.4 | -4.3 | 4.7 | 39.1 | 16.3 | -12.0 |
| Sharpe Ratio | NA | 0.01 | 0.23 | 0.26 | 0.27 | 0.21 | 0.29 | 0.09 | 0.56 | -0.78 | 0.33 | 0.45 | 1.53 | -0.67 | 1.19 | 1.15 | -0.26 | 0.29 | 2.65 | 0.95 | -0.43 |
| Draw Down(%) | NA | 23.8 | 29.3 | 29.3 | 35.9 | 41.7 | 41.7 | 11.2 | 18.0 | 26.9 | 17.4 | 41.7 | 9.4 | 26.9 | 6.3 | 15.8 | 16.0 | 12.8 | 5.1 | 12.5 | 29.3 |
| Standard Deviation(%) | NA | 26.5 | 25.1 | 22.7 | 23.6 | 23.7 | 23.0 | 21.1 | 19.9 | 28.2 | 23.4 | 43.0 | 15.8 | 18.2 | 11.9 | 18.4 | 16.7 | 16.3 | 14.8 | 17.2 | 37.6 |
| Treynor Ratio | NA | 0.0 | 0.05 | 0.06 | 0.06 | 0.05 | 0.06 | 0.02 | 0.11 | -0.22 | 0.07 | 0.18 | 0.24 | -0.12 | 0.13 | 0.2 | -0.04 | 0.04 | 0.37 | 0.16 | -0.15 |
| Alpha | NA | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.04 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 1.0 | 1.07 | 1.06 | 1.08 | 1.06 | 1.06 | 1.2 | 1.05 | 1.02 | 1.18 | 1.05 | 1.0 | 1.0 | 1.13 | 1.08 | 1.07 | 1.11 | 1.06 | 1.05 | 1.05 |
| RSquared | NA | 0.98 | 0.95 | 0.95 | 0.94 | 0.95 | 0.95 | 0.94 | 0.95 | 0.97 | 0.9 | 0.98 | 0.86 | 0.87 | 0.93 | 0.97 | 0.97 | 0.95 | 0.95 | 0.97 | 0.98 |
| Yield(%) | N/A | 0.0 | 2.1 | 1.9 | 2.0 | 3.0 | N/A | 2.1 | 1.8 | 1.1 | 1.3 | 1.3 | 4.2 | 3.7 | 3.5 | 5.5 | 3.4 | 9.7 | 4.0 | 3.1 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 31.5 | -11.1 | -50.5 | N/A | N/A | 31.5 | 24.1 | -4.5 | 18.0 | -63.3 | -2.8 | 16.5 | -23.5 | 47.3 | -66.8 | 212.8 | 45.1 | 146.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2011
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See SMALL BLEND Asset Class Trend Rankings |
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