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BMOAX: BlackRock Bond Index Fund Investor A (MUTUAL FUND)
Basic Info 9 0.03(0.33%) July 11
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 04/07/2011 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 2.85% |
| Expenses | 0.35% |
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Performance Analytics (As of 07/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/07/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 2.3 | 3.4 | 1.8 | -1.4 | 1.2 | 1.7 | 1.1 | 5.4 | -13.3 | -2.1 | 7.1 | 8.4 | -0.5 | 3.1 | 2.1 | 0.1 | 5.6 | -2.6 | 3.7 | 6.2 |
| Sharpe Ratio | NA | 0.47 | 0.24 | -0.25 | -0.57 | -0.03 | 0.17 | -1.0 | 0.16 | -1.92 | -0.6 | 1.42 | 2.06 | -0.62 | 0.86 | 0.59 | 0.01 | 2.03 | -0.8 | 1.46 | 2.21 |
| Draw Down(%) | NA | 2.6 | 4.9 | 9.9 | 19.1 | 19.1 | 19.1 | 4.3 | 7.6 | 16.8 | 3.8 | 6.4 | 2.1 | 3.1 | 1.5 | 4.7 | 3.0 | 1.2 | 5.0 | 1.3 | 1.8 |
| Standard Deviation(%) | NA | 5.3 | 5.2 | 6.6 | 5.9 | 4.9 | 4.5 | 5.5 | 7.5 | 7.7 | 3.5 | 4.8 | 3.4 | 2.9 | 2.9 | 3.2 | 3.8 | 2.8 | 3.3 | 2.5 | 3.9 |
| Treynor Ratio | NA | 0.03 | 0.01 | -0.02 | -0.04 | 0.0 | 0.01 | -0.06 | 0.01 | -0.17 | -0.03 | 0.12 | 0.08 | -0.02 | 0.03 | 0.03 | 0.0 | 0.07 | -0.03 | 0.06 | 0.14 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 |
| Beta | NA | 0.88 | 0.92 | 0.89 | 0.88 | 0.85 | 0.83 | 0.95 | 0.89 | 0.85 | 0.76 | 0.56 | 0.9 | 0.89 | 0.87 | 0.73 | 0.83 | 0.8 | 0.79 | 0.65 | 0.63 |
| RSquared | NA | 0.91 | 0.91 | 0.87 | 0.87 | 0.81 | 0.8 | 0.92 | 0.84 | 0.9 | 0.77 | 0.44 | 0.76 | 0.66 | 0.72 | 0.69 | 0.83 | 0.75 | 0.79 | 0.65 | 0.7 |
| Yield(%) | N/A | 1.2 | 2.8 | 2.8 | 2.1 | 2.3 | N/A | 3.3 | 2.9 | 2.0 | 1.7 | 2.3 | 2.7 | 2.4 | 2.0 | 1.8 | 1.9 | 2.4 | 4.9 | 2.9 | 1.3 |
| Dividend Growth(%) | N/A | -65.6 | -10.6 | 19.7 | 2.5 | N/A | N/A | 15.0 | 28.1 | 11.5 | -22.6 | -13.0 | 13.1 | 20.5 | 8.8 | -3.7 | -18.5 | -55.7 | 71.8 | 124.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2011
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See Intermediate-Term Bond Asset Class Trend Rankings |
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