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BIBRX: BlackRock Bond Portfolio BlackRock (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/06/1998 |
Last Dividend Date: | 05/31/2011 |
12-Mo. Yield | 3.50% |
Expenses | - |
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Performance Analytics (As of 07/15/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/06/1998 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.3 | 5.2 | 5.4 | 5.1 | 5.4 | 1.5 | 5.9 | 11.7 | -2.3 | 6.8 | 4.3 | 1.6 | 3.2 | 4.6 | 9.8 | 9.0 | 11.0 | 1.2 | 3.3 |
Sharpe Ratio | NA | 0.55 | 1.07 | 0.97 | 0.93 | 0.92 | 0.93 | 1.38 | 2.35 | -0.54 | 1.2 | 0.41 | -0.24 | 0.63 | 0.91 | 2.25 | 1.45 | 2.09 | -0.58 | 0.94 |
Draw Down(%) | NA | 3.7 | 8.1 | 9.2 | 9.2 | 9.2 | 1.2 | 3.7 | 1.8 | 9.2 | 1.8 | 1.1 | 1.8 | 3.8 | 4.1 | 2.3 | 3.5 | 1.9 | 2.4 | 2.6 |
Standard Deviation(%) | NA | 4.0 | 4.7 | 4.4 | 4.0 | 4.0 | 2.9 | 4.2 | 4.9 | 6.0 | 3.2 | 2.7 | 2.4 | 3.5 | 4.3 | 3.9 | 4.7 | 3.3 | 3.5 | 3.9 |
Treynor Ratio | NA | 0.03 | 0.08 | 0.07 | 0.06 | 0.06 | 0.04 | 0.08 | 0.18 | -0.05 | 0.06 | 0.02 | -0.01 | 0.03 | 0.05 | 0.13 | 0.1 | 0.11 | -0.03 | 0.08 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 |
Beta | NA | 0.68 | 0.62 | 0.65 | 0.67 | 0.65 | 0.64 | 0.7 | 0.64 | 0.63 | 0.65 | 0.65 | 0.59 | 0.7 | 0.77 | 0.67 | 0.69 | 0.63 | 0.63 | 0.47 |
RSquared | NA | 0.72 | 0.72 | 0.76 | 0.79 | 0.78 | 0.84 | 0.74 | 0.82 | 0.68 | 0.87 | 0.79 | 0.81 | 0.89 | 0.85 | 0.85 | 0.83 | 0.83 | 0.84 | 0.52 |
Yield(%) | N/A | 3.5 | 4.6 | 4.7 | 5.0 | N/A | 1.0 | 5.0 | 5.5 | 5.4 | 4.9 | 4.2 | 4.2 | 4.0 | 7.2 | 5.4 | 7.6 | 6.8 | 6.4 | 4.2 |
Dividend Growth(%) | N/A | -26.4 | 0.2 | -15.9 | N/A | N/A | -80.4 | -4.2 | -5.9 | 13.3 | 15.4 | -2.5 | 5.3 | -45.7 | 37.3 | -28.2 | 16.4 | 1.7 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/1998
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