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BPRIX: BlackRock Inflation Protected Bond Instl (MUTUAL FUND)
Basic Info 9.8 0(0.0%) December 02
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 07/21/2004 |
| Last Dividend Date: | 10/31/2024 |
| 12-Mo. Yield | 3.46% |
| Expenses | 0.81% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/22/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 3.5 | 6.0 | -1.7 | 2.3 | 2.1 | 2.6 | 3.4 | 3.5 | 3.7 | -11.9 | 5.7 | 11.8 | 8.3 | -2.1 | 3.1 | 4.1 | -2.1 | 2.6 | -8.1 | 6.9 | 11.9 | 5.8 | 11.0 | 0.4 | 12.2 | 1.1 | 1.0 | 5.5 |
| Sharpe Ratio | NA | -0.67 | -0.15 | -0.79 | -0.01 | 0.09 | NA | NA | 0.36 | -0.07 | -1.45 | 1.3 | 1.3 | 1.76 | -1.02 | 0.74 | 0.88 | -0.4 | 0.64 | -1.43 | 1.51 | 1.8 | 1.0 | 1.4 | -0.05 | 1.63 | -0.47 | -0.23 | 1.99 |
| Draw Down(%) | NA | 3.0 | 3.0 | 14.0 | 14.2 | 14.2 | NA | NA | 14.2 | 6.5 | 13.8 | 2.8 | 10.1 | 2.0 | 3.3 | 1.9 | 4.4 | 5.6 | 3.8 | 10.0 | 2.2 | 2.9 | 5.4 | 3.9 | 13.4 | 3.3 | 3.2 | 3.3 | 1.5 |
| Standard Deviation(%) | NA | 4.6 | 4.9 | 7.2 | 7.1 | 5.8 | NA | NA | 6.1 | 6.9 | 9.2 | 4.4 | 8.8 | 3.9 | 3.3 | 3.4 | 4.4 | 5.3 | 4.1 | 5.7 | 4.6 | 6.6 | 5.7 | 7.8 | 10.6 | 5.7 | 4.6 | 5.0 | 5.7 |
| Treynor Ratio | NA | -0.03 | -0.01 | -0.06 | 0.0 | 0.01 | NA | NA | 0.02 | -0.01 | -0.13 | 0.07 | 0.16 | 0.09 | -0.04 | 0.03 | 0.04 | -0.02 | 0.03 | -0.09 | 0.08 | 0.14 | 0.06 | 0.12 | -0.01 | 0.1 | -0.02 | -0.01 | 0.12 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 0.94 | 0.94 | 0.98 | 0.9 | 0.89 | NA | NA | 0.9 | 0.97 | 0.99 | 0.8 | 0.71 | 0.77 | 0.89 | 0.8 | 0.89 | 0.89 | 0.83 | 0.9 | 0.91 | 0.88 | 0.94 | 0.93 | 0.91 | 0.95 | 0.95 | 0.88 | 0.96 |
| RSquared | NA | 0.87 | 0.89 | 0.89 | 0.69 | 0.7 | NA | NA | 0.77 | 0.91 | 0.89 | 0.68 | 0.32 | 0.6 | 0.67 | 0.73 | 0.8 | 0.85 | 0.78 | 0.87 | 0.8 | 0.82 | 0.89 | 0.85 | 0.8 | 0.88 | 0.85 | 0.76 | 0.89 |
| Yield(%) | N/A | 3.1 | 3.2 | 4.5 | 4.2 | 3.2 | 3.3 | 3.8 | N/A | 3.5 | 6.0 | 6.4 | 1.6 | 2.4 | 2.4 | 2.2 | 1.2 | 2.0 | 2.9 | 2.6 | 3.6 | 4.4 | 5.1 | 2.1 | 6.0 | 4.9 | 4.1 | 5.1 | 2.0 |
| Dividend Growth(%) | N/A | -11.1 | -10.6 | 70.8 | 91.4 | -22.0 | N/A | N/A | N/A | -52.0 | -7.1 | 328.3 | -28.9 | -4.0 | 10.0 | 87.1 | -40.8 | -31.5 | -1.9 | -23.8 | -13.0 | -12.3 | 159.5 | -66.9 | 30.7 | 15.8 | -21.4 | 162.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/22/2004
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See Inflation-Protected Bond Asset Class Trend Rankings |
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