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BRMKX: BlackRock Midcap Index Fund Class K Shar (MUTUAL FUND)
Basic Info 15.25 0.16(1.06%) May 16
| Asset Class: | MIDDLE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/14/2015 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 1.26% |
| Expenses | 0.06% |
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Performance Analytics (As of 05/16/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/14/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.7 | 2.6 | 5.4 | 8.2 | 12.4 | 8.1 | 8.1 | 10.2 | 15.5 | -18.7 | 18.9 | 15.5 | 30.4 | -9.0 | 18.4 | 13.8 | -6.4 |
| Sharpe Ratio | NA | 0.16 | -0.05 | 0.19 | 0.5 | 0.32 | 0.32 | 0.25 | 0.72 | -0.79 | 1.19 | 0.4 | 2.3 | -0.64 | 2.24 | 0.92 | -0.62 |
| Draw Down(%) | NA | 19.2 | 24.6 | 24.6 | 28.2 | 40.2 | 40.2 | 11.7 | 14.1 | 24.2 | 9.9 | 40.2 | 6.6 | 21.0 | 3.6 | 12.6 | 12.2 |
| Standard Deviation(%) | NA | 26.4 | 20.1 | 19.5 | 19.4 | 19.8 | 19.8 | 14.3 | 15.8 | 25.7 | 15.9 | 37.7 | 12.6 | 16.2 | 8.0 | 14.8 | 16.2 |
| Treynor Ratio | NA | 0.05 | -0.01 | 0.04 | 0.1 | 0.06 | 0.06 | 0.04 | 0.11 | -0.2 | 0.18 | 0.15 | 0.31 | -0.12 | 0.17 | 0.13 | -0.11 |
| Alpha | NA | 0.01 | -0.03 | -0.03 | -0.02 | -0.02 | -0.02 | -0.04 | -0.04 | 0.0 | -0.04 | -0.01 | 0.0 | -0.02 | -0.02 | 0.0 | -0.03 |
| Beta | NA | 0.94 | 0.92 | 0.99 | 1.0 | 0.99 | 0.99 | 0.9 | 1.06 | 1.03 | 1.07 | 0.99 | 0.94 | 0.88 | 1.08 | 1.08 | 0.94 |
| RSquared | NA | 0.93 | 0.81 | 0.85 | 0.85 | 0.85 | 0.85 | 0.64 | 0.78 | 0.94 | 0.79 | 0.84 | 0.85 | 0.86 | 0.82 | 0.92 | 0.96 |
| Yield(%) | N/A | 0.0 | 1.3 | 1.6 | 1.9 | 4.0 | N/A | 1.7 | 1.7 | 1.4 | 1.3 | 1.6 | 5.0 | 3.4 | 19.3 | 2.4 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | -13.2 | -19.0 | -70.9 | N/A | N/A | 10.7 | -1.9 | 30.4 | -11.0 | -59.4 | 27.9 | -82.8 | 826.5 | 160.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/2015
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