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BRMKX: BlackRock Midcap Index Fund Class K Shar (MUTUAL FUND)
Basic Info 14.66 0.02(0.14%) May 17
Asset Class: | MIDDLE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/14/2015 |
Last Dividend Date: | 04/10/2024 |
12-Mo. Yield | 3.42% |
Expenses | 0.06% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 7.4 | 23.5 | 4.3 | 10.7 | 9.4 | 17.3 | -17.2 | 22.6 | 17.1 | 30.4 | -9.0 | 18.4 | 13.8 | -6.4 |
Sharpe Ratio | NA | 1.36 | 1.43 | 0.1 | 0.41 | 0.43 | 0.83 | -0.73 | 1.47 | 0.48 | 2.3 | -0.64 | 2.24 | 0.92 | -0.62 |
Draw Down(%) | NA | 6.5 | 14.2 | 26.0 | 40.2 | 40.2 | 14.2 | 24.2 | 8.0 | 40.2 | 6.6 | 21.0 | 3.6 | 12.6 | 12.2 |
Standard Deviation(%) | NA | 12.5 | 13.7 | 19.0 | 22.4 | 19.1 | 15.9 | 25.7 | 15.3 | 34.9 | 12.6 | 16.2 | 8.0 | 14.8 | 16.2 |
Treynor Ratio | NA | 0.18 | 0.2 | 0.02 | 0.1 | 0.09 | 0.12 | -0.18 | 0.21 | 0.21 | 0.31 | -0.12 | 0.17 | 0.13 | -0.11 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | -0.03 | 0.01 | -0.02 | 0.01 | 0.0 | -0.02 | -0.02 | 0.0 | -0.03 |
Beta | NA | 0.93 | 0.99 | 1.03 | 0.91 | 0.92 | 1.07 | 1.03 | 1.06 | 0.8 | 0.94 | 0.88 | 1.08 | 1.08 | 0.94 |
RSquared | NA | 0.75 | 0.7 | 0.88 | 0.74 | 0.77 | 0.78 | 0.94 | 0.82 | 0.62 | 0.85 | 0.86 | 0.82 | 0.92 | 0.96 |
Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | 3.5 | 2.9 | 4.9 | 3.2 | 4.9 | 3.4 | 19.3 | 2.4 | 0.8 |
Dividend Growth(%) | N/A | -90.5 | N/A | N/A | N/A | N/A | -4.5 | -29.0 | 72.2 | -18.2 | 25.7 | -82.8 | 822.7 | 175.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/13/2015
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