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BIAPX: BlackRock AggrssvGwthPrprdPtfInstttnlShs (MUTUAL FUND)
Basic Info 16.74 0.18(1.09%) May 03
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (65%) |
Start Date: | 02/08/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.96% |
Expenses | 0.27% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/08/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 5.0 | 17.8 | 3.9 | 9.6 | 8.2 | 10.9 | 7.0 | 19.2 | -16.1 | 15.0 | 19.5 | 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 | 1.08 | 1.24 | 0.08 | 0.48 | 0.51 | NA | 0.33 | 1.24 | -0.88 | 1.35 | 0.79 | 2.45 | -0.69 | 2.41 | 0.72 | -0.18 | 0.68 | 1.1 | 1.03 | -0.17 | 0.7 | 1.23 | -1.21 | 0.5 |
Draw Down(%) | NA | 4.1 | 9.4 | 23.2 | 27.1 | 27.1 | NA | 53.4 | 9.4 | 22.8 | 5.0 | 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 | 9.7 | 11.6 | 14.7 | 16.4 | 14.0 | NA | 18.7 | 12.1 | 20.0 | 11.1 | 24.3 | 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 | 0.16 | 0.21 | 0.02 | 0.16 | 0.13 | NA | 0.1 | 0.25 | -0.3 | 0.23 | 0.55 | 0.34 | -0.13 | 0.19 | 0.15 | -0.03 | 0.12 | 0.39 | 0.15 | -0.05 | 0.16 | 0.43 | -0.7 | 0.11 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | NA | 0.0 | 0.01 | -0.02 | -0.01 | 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 | 0.65 | 0.67 | 0.59 | 0.47 | 0.54 | NA | 0.63 | 0.61 | 0.59 | 0.66 | 0.35 | 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 | 0.63 | 0.48 | 0.51 | 0.39 | 0.47 | NA | 0.47 | 0.45 | 0.53 | 0.64 | 0.25 | 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 | 4.6 | 4.0 | 4.3 | 5.6 | 8.0 | N/A | 4.9 | 1.9 | 6.6 | 2.4 | 3.0 | 5.4 | 3.6 | 1.8 | 12.0 | 15.8 | 2.1 | 1.4 | 1.1 | 0.9 | 0.0 | 2.3 | 4.4 |
Dividend Growth(%) | N/A | -100.0 | 112.5 | 51.5 | -44.9 | N/A | N/A | N/A | 112.5 | -68.9 | 221.9 | -3.0 | -52.2 | 72.5 | 110.5 | -87.1 | -30.3 | 859.1 | 69.2 | 18.2 | 37.5 | N/A | -100.0 | -45.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/08/2007
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