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BMSKX: BlackRock Credit Strategies Income Fund (MUTUAL FUND)
Basic Info 8.85 0(0.0%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (94%) |
Start Date: | 08/03/2016 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 4.43% |
Expenses | 0.89% |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 09/29/2016 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 1.2 | 8.0 | -0.5 | 2.5 | 3.2 | 9.5 | -9.7 | -0.1 | 7.0 | 12.1 | -1.4 | 6.7 | 2.0 |
Sharpe Ratio | NA | -0.79 | 0.68 | -0.73 | 0.13 | 0.4 | 1.22 | -2.18 | -0.07 | 0.73 | 5.26 | -1.22 | 3.39 | 2.16 |
Draw Down(%) | NA | 1.8 | 2.6 | 15.7 | 18.6 | 18.6 | 3.2 | 13.6 | 3.1 | 18.6 | 0.4 | 3.2 | 1.0 | 1.5 |
Standard Deviation(%) | NA | 3.9 | 4.2 | 4.2 | 5.3 | 4.5 | 4.3 | 5.1 | 1.9 | 9.2 | 2.0 | 2.2 | 1.8 | 2.1 |
Treynor Ratio | NA | -0.36 | 0.28 | -0.32 | 0.07 | 0.19 | 0.62 | -1.02 | -0.03 | 0.57 | 4.25 | -0.69 | 2.16 | 0.86 |
Alpha | NA | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.04 | 0.0 | 0.02 | 0.04 | -0.01 | 0.02 | 0.02 |
Beta | NA | 0.09 | 0.1 | 0.1 | 0.1 | 0.09 | 0.09 | 0.11 | 0.05 | 0.12 | 0.03 | 0.04 | 0.03 | 0.05 |
RSquared | NA | 0.07 | 0.08 | 0.17 | 0.18 | 0.16 | 0.07 | 0.28 | 0.11 | 0.2 | 0.02 | 0.09 | 0.01 | 0.06 |
Yield(%) | N/A | 2.0 | 6.3 | 4.7 | 4.8 | N/A | 6.1 | 3.6 | 5.4 | 4.5 | 5.3 | 4.7 | 4.4 | 2.1 |
Dividend Growth(%) | N/A | -66.0 | 38.9 | 7.0 | N/A | N/A | 47.2 | -36.8 | 21.3 | -7.8 | 6.2 | 9.1 | 109.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2016
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