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BPRSX: BlackRock Infl Prot bd Port Svc Cl (MUTUAL FUND)
Basic Info
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/21/2004 |
| Last Dividend Date: | 07/07/2021 |
| 12-Mo. Yield | 2.14% |
| Expenses | 0.69% |
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Performance Analytics (As of 01/07/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/21/2004 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.7 | 7.1 | 4.4 | 2.3 | 4.1 | 4.0 | 0.0 | 1.2 | 11.4 | 8.0 | -2.0 | 2.7 | 3.9 | -2.3 | 2.2 | -8.3 | 6.6 | 11.6 | 5.6 | 10.7 | 0.1 | 11.8 | 0.8 | 1.6 | 4.9 |
| Sharpe Ratio | NA | 0.8 | 1.12 | 0.73 | 0.38 | NA | 0.55 | NA | 0.46 | 1.27 | 1.66 | -1.0 | 0.64 | 0.83 | -0.44 | 0.55 | -1.48 | 1.46 | 1.77 | 0.95 | 1.36 | -0.07 | 1.54 | -0.55 | -0.11 | 1.83 |
| Draw Down(%) | NA | 2.9 | 10.0 | 10.0 | 10.4 | NA | 13.6 | NA | 2.9 | 10.0 | 2.1 | 3.5 | 2.0 | 4.3 | 5.8 | 3.9 | 10.1 | 2.3 | 3.0 | 5.3 | 3.9 | 13.6 | 3.3 | 3.4 | 3.4 | 1.5 |
| Standard Deviation(%) | NA | 3.3 | 5.9 | 5.0 | 4.9 | NA | 5.8 | NA | 4.0 | 8.8 | 4.0 | 3.3 | 3.3 | 4.4 | 5.3 | 4.1 | 5.7 | 4.5 | 6.5 | 5.9 | 7.8 | 10.5 | 5.7 | 4.6 | 5.0 | 5.4 |
| Treynor Ratio | NA | 0.08 | 0.11 | 0.06 | 0.02 | NA | 0.04 | NA | 0.02 | 0.15 | 0.08 | -0.04 | 0.03 | 0.04 | -0.03 | 0.03 | -0.09 | 0.07 | 0.13 | 0.06 | 0.11 | -0.01 | 0.09 | -0.03 | -0.01 | 0.11 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.0 | NA | -0.01 | 0.01 | 0.0 | 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 | 0.0 | 0.0 |
| Beta | NA | 0.33 | 0.61 | 0.65 | 0.77 | NA | 0.86 | NA | 0.81 | 0.72 | 0.8 | 0.88 | 0.8 | 0.88 | 0.89 | 0.82 | 0.9 | 0.89 | 0.87 | 0.95 | 0.93 | 0.92 | 0.95 | 0.94 | 0.87 | 0.92 |
| RSquared | NA | 0.3 | 0.34 | 0.39 | 0.59 | NA | 0.73 | NA | 0.8 | 0.33 | 0.63 | 0.66 | 0.73 | 0.8 | 0.86 | 0.79 | 0.88 | 0.79 | 0.83 | 0.87 | 0.85 | 0.81 | 0.88 | 0.85 | 0.75 | 0.91 |
| Yield(%) | N/A | 2.1 | 2.1 | 2.1 | 2.1 | 3.2 | N/A | 0.0 | 2.1 | 1.5 | 2.3 | 2.5 | 2.1 | 1.1 | 2.0 | 2.8 | 2.5 | 3.5 | 4.2 | 4.9 | 2.0 | 5.7 | 4.6 | 3.7 | 5.0 | 1.0 |
| Dividend Growth(%) | N/A | 52.6 | 8.6 | -15.8 | N/A | N/A | N/A | -100.0 | 52.6 | -28.7 | -12.1 | 21.4 | 85.8 | -45.3 | -28.6 | -1.7 | -25.2 | -11.2 | -13.2 | 162.0 | -67.0 | 32.0 | 21.8 | -28.3 | 410.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Inflation-Protected Bond Asset Class Trend Rankings |
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