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BDOKX: BlackRock ACWI exUS Indx Fnd Invst K Shr (MUTUAL FUND)
Basic Info 11.39 0.01(0.09%) May 16
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 07/01/2011 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 2.04% |
| Expenses | 0.10% |
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Performance Analytics (As of 05/16/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/01/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 12.3 | 10.0 | 10.3 | 11.2 | 4.7 | 4.5 | 5.4 | 15.3 | -16.4 | 7.7 | 10.8 | 21.2 | -13.9 | 26.8 | 3.7 | -5.8 | -4.8 | 14.0 | 19.3 | -19.0 |
| Sharpe Ratio | NA | 1.65 | 0.22 | 0.38 | 0.54 | 0.18 | 0.19 | -0.1 | 0.89 | -0.86 | 0.59 | 0.35 | 1.86 | -1.12 | 3.55 | 0.21 | -0.38 | -0.44 | 1.12 | 1.19 | -0.91 |
| Draw Down(%) | NA | 14.3 | 14.3 | 19.6 | 30.3 | 35.1 | 35.1 | 8.6 | 11.9 | 29.0 | 7.3 | 34.2 | 8.2 | 22.4 | 2.1 | 11.8 | 18.8 | 13.4 | 10.4 | 16.3 | 27.4 |
| Standard Deviation(%) | NA | 20.4 | 16.3 | 15.6 | 15.8 | 16.6 | 17.1 | 12.3 | 12.5 | 20.7 | 13.0 | 29.8 | 10.7 | 13.7 | 7.4 | 17.1 | 15.4 | 11.0 | 12.5 | 16.3 | 37.7 |
| Treynor Ratio | NA | 0.34 | 0.04 | 0.06 | 0.09 | 0.03 | 0.04 | -0.01 | 0.12 | -0.19 | 0.08 | 0.14 | 0.22 | -0.16 | 0.27 | 0.04 | -0.06 | -0.05 | 0.15 | 0.2 | -0.34 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | -0.02 | 0.02 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 |
| Beta | NA | 1.0 | 0.98 | 0.94 | 0.95 | 0.91 | 0.93 | 0.97 | 0.93 | 0.94 | 0.97 | 0.76 | 0.92 | 0.98 | 0.96 | 0.96 | 0.99 | 0.96 | 0.95 | 0.96 | 1.0 |
| RSquared | NA | 0.97 | 0.96 | 0.95 | 0.95 | 0.79 | 0.83 | 0.95 | 0.93 | 0.96 | 0.91 | 0.49 | 0.83 | 0.92 | 0.92 | 0.98 | 0.98 | 0.97 | 0.94 | 0.97 | 0.85 |
| Yield(%) | N/A | 0.0 | 2.0 | 2.8 | 3.3 | 2.7 | N/A | 2.9 | 3.3 | 2.3 | 3.1 | 2.1 | 3.6 | 2.7 | 2.5 | 2.9 | 3.5 | 11.7 | 2.6 | 4.9 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | -22.3 | -9.3 | -0.1 | N/A | N/A | -1.0 | 15.5 | -23.5 | 58.5 | -29.1 | 8.6 | 33.8 | -11.5 | -25.3 | -74.4 | 390.9 | -40.4 | 534.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2011
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