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BIMPX: BlackRock Moderate Prepared Ptf Instttnl (MUTUAL FUND)
Basic Info 12.15 0.04(0.33%) April 25
Asset Class: | Tactical Allocation |
MyPlanIQ Rating: | (88%) |
Start Date: | 12/27/2006 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.74% |
Expenses | 0.61% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/27/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -0.1 | 7.2 | -0.0 | 5.0 | 5.1 | 8.0 | 5.5 | 12.4 | -20.0 | 14.9 | 14.7 | 16.7 | -3.8 | 9.7 | 6.3 | 0.3 | 7.5 | 18.4 | 13.1 | -0.3 | 12.8 | 28.0 | -28.4 | 9.9 | -0.4 |
Sharpe Ratio | NA | -0.66 | 0.39 | -0.2 | 0.32 | 0.47 | NA | 0.43 | 0.95 | -1.44 | 1.66 | 1.08 | 3.36 | -0.73 | 2.51 | 1.06 | 0.03 | 0.95 | 2.48 | 1.56 | -0.03 | 1.04 | 1.65 | -1.44 | 0.71 | -9666.19 |
Draw Down(%) | NA | 3.4 | 7.5 | 23.9 | 23.9 | 23.9 | NA | 39.5 | 7.5 | 23.9 | 3.3 | 16.7 | 1.8 | 8.8 | 1.5 | 4.4 | 6.1 | 5.6 | 5.0 | 7.2 | 13.8 | 9.4 | 16.4 | 32.9 | 6.4 | 0.4 |
Standard Deviation(%) | NA | 6.8 | 8.4 | 11.2 | 10.8 | 8.8 | NA | 10.9 | 8.6 | 14.9 | 9.0 | 13.4 | 4.5 | 7.0 | 3.6 | 5.7 | 7.0 | 7.8 | 7.4 | 8.4 | 13.4 | 12.2 | 17.0 | 20.3 | 9.8 | 0.0 |
Treynor Ratio | NA | -0.11 | 0.08 | -0.06 | 0.13 | 0.14 | NA | 0.13 | 0.23 | -0.57 | 0.39 | 0.84 | 0.5 | -0.14 | 0.24 | 0.2 | 0.01 | 0.17 | 0.32 | 0.24 | -0.01 | 0.24 | 0.59 | -0.91 | 0.14 | -331.74 |
Alpha | NA | -0.04 | -0.01 | -0.02 | 0.0 | 0.0 | NA | 0.01 | 0.0 | -0.06 | 0.02 | 0.04 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | -0.01 | 0.02 | 0.05 | -0.08 | 0.02 | -0.21 |
Beta | NA | 0.4 | 0.43 | 0.37 | 0.27 | 0.3 | NA | 0.36 | 0.36 | 0.38 | 0.38 | 0.17 | 0.3 | 0.37 | 0.37 | 0.3 | 0.37 | 0.44 | 0.57 | 0.55 | 0.47 | 0.53 | 0.48 | 0.32 | 0.48 | 0.0 |
RSquared | NA | 0.47 | 0.36 | 0.33 | 0.27 | 0.36 | NA | 0.45 | 0.29 | 0.38 | 0.3 | 0.2 | 0.7 | 0.84 | 0.48 | 0.47 | 0.67 | 0.42 | 0.73 | 0.7 | 0.68 | 0.61 | 0.58 | 0.42 | 0.63 | 1.0 |
Yield(%) | N/A | 0.0 | 3.1 | 3.8 | 4.3 | 5.1 | 7.1 | N/A | 3.2 | 2.5 | 6.5 | 5.0 | 3.0 | 7.1 | 2.7 | 1.9 | 8.9 | 10.9 | 7.1 | 1.8 | 2.8 | 2.6 | 2.6 | 3.2 | 3.6 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 5.9 | -11.9 | -33.3 | N/A | N/A | N/A | 5.9 | -60.5 | 43.3 | 87.5 | -62.4 | 183.3 | 50.0 | -80.8 | -21.8 | 70.5 | 333.3 | -35.7 | 16.7 | 20.0 | -41.2 | -5.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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