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BIAPX: BlackRock AggrssvGwthPrprdPtfInstttnlShs (MUTUAL FUND)
Basic Info 21.09 0(0.0%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 02/08/2007 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.44% |
| Expenses | 0.27% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/08/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 9.1 | 23.4 | 17.4 | 8.1 | 10.6 | 10.0 | 8.0 | 18.3 | 14.8 | 19.0 | -16.4 | 10.4 | 18.4 | 24.7 | -7.7 | 15.3 | 8.8 | -2.3 | 8.4 | 30.6 | 14.2 | -4.1 | 13.8 | 32.6 | -38.9 | 10.3 |
| Sharpe Ratio | NA | 1.36 | 1.77 | 1.08 | 0.39 | 0.63 | NA | 0.37 | 1.05 | 1.04 | 1.29 | -0.93 | 0.85 | 0.75 | 2.45 | -0.69 | 2.41 | 0.72 | -0.18 | 0.68 | 1.1 | 1.03 | -0.17 | 0.7 | 1.23 | -1.21 | 0.49 |
| Draw Down(%) | NA | 8.6 | 8.6 | 14.9 | 26.4 | 27.1 | NA | 53.4 | 14.9 | 7.1 | 9.4 | 22.9 | 5.1 | 27.1 | 4.5 | 16.4 | 1.9 | 10.1 | 11.5 | 8.6 | 17.5 | 12.4 | 22.9 | 15.9 | 24.9 | 44.6 | 10.6 |
| Standard Deviation(%) | NA | 14.6 | 11.7 | 13.1 | 14.3 | 14.3 | NA | 18.2 | 14.7 | 10.8 | 12.0 | 19.3 | 12.1 | 24.0 | 9.5 | 13.1 | 6.1 | 12.0 | 12.5 | 12.4 | 27.8 | 13.9 | 23.9 | 19.5 | 26.4 | 32.9 | 17.4 |
| Treynor Ratio | NA | 0.2 | 0.22 | 0.17 | 0.07 | 0.15 | NA | 0.1 | 0.2 | 0.14 | 0.21 | -0.24 | 0.13 | 0.6 | 0.34 | -0.13 | 0.19 | 0.15 | -0.03 | 0.12 | 0.39 | 0.15 | -0.05 | 0.16 | 0.43 | -0.7 | 0.1 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.02 | 0.0 | -0.01 | -0.04 | 0.05 | 0.01 | -0.02 | -0.01 | 0.01 | -0.01 | 0.0 | 0.03 | 0.0 | -0.02 | 0.0 | 0.04 | -0.09 | 0.03 |
| Beta | NA | 1.01 | 0.92 | 0.81 | 0.77 | 0.59 | NA | 0.66 | 0.77 | 0.8 | 0.74 | 0.73 | 0.82 | 0.3 | 0.68 | 0.71 | 0.79 | 0.59 | 0.69 | 0.7 | 0.78 | 0.95 | 0.85 | 0.87 | 0.76 | 0.57 | 0.81 |
| RSquared | NA | 0.93 | 0.93 | 0.87 | 0.86 | 0.57 | NA | 0.52 | 0.97 | 0.9 | 0.67 | 0.89 | 0.83 | 0.19 | 0.81 | 0.87 | 0.74 | 0.43 | 0.72 | 0.42 | 0.1 | 0.77 | 0.71 | 0.66 | 0.62 | 0.5 | 0.6 |
| Yield(%) | N/A | 0.0 | 6.4 | 7.2 | 4.5 | 5.2 | 6.5 | N/A | 6.7 | 9.3 | 4.9 | 1.6 | 2.0 | 1.3 | 3.0 | 5.4 | 3.5 | 1.8 | 12.0 | 15.8 | 2.0 | 1.4 | 1.2 | 0.9 | 0.0 | 2.3 | 4.4 |
| Dividend Growth(%) | N/A | -100.0 | -24.0 | 325.3 | 118.1 | N/A | N/A | N/A | -24.0 | 116.3 | 145.7 | -12.9 | 82.3 | -47.6 | -51.5 | 74.5 | 112.4 | -87.3 | -30.4 | 880.9 | 68.0 | 14.3 | 47.4 | N/A | -100.0 | -45.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/08/2007
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