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CCBBX: BlackRock Core bd Port BlackRock (MUTUAL FUND)
Basic Info 8.27 0.01(0.12%) March 28
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (79%) |
Start Date: | 05/29/1997 |
Last Dividend Date: | 10/31/2023 |
12-Mo. Yield | 3.86% |
Expenses | 0.69% |
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Performance Analytics (As of 03/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/26/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | -1.4 | 0.4 | -3.2 | 0.2 | 1.5 | 3.4 | 2.8 | 4.0 | 5.8 | -13.8 | -1.3 | 8.4 | 9.9 | -0.4 | 3.0 | 2.8 | 0.5 | 6.7 | -1.2 | 7.6 | 5.4 | 7.7 | 15.2 | -7.9 | 5.9 | 4.3 | 2.4 | 4.7 | 4.4 | 9.6 | 8.4 | 12.4 | -0.6 | 8.3 | 7.0 |
Sharpe Ratio | NA | -1.44 | -0.39 | -0.72 | -0.16 | 0.13 | NA | NA | 0.6 | 0.21 | -1.92 | -0.42 | 1.48 | 2.45 | -0.55 | 0.87 | 0.84 | 0.13 | 2.48 | -0.38 | 3.1 | 1.37 | 1.78 | 2.79 | -1.2 | 0.79 | 0.36 | 0.1 | 1.02 | 0.84 | 2.09 | 1.15 | 2.08 | -0.85 | 1.15 | 2.02 |
Draw Down(%) | NA | 2.7 | 8.2 | 18.9 | 19.1 | 19.1 | NA | NA | 19.1 | 8.2 | 18.0 | 3.6 | 8.9 | 2.1 | 2.9 | 1.4 | 4.0 | 2.9 | 1.2 | 4.9 | 1.0 | 1.9 | 3.8 | 3.6 | 16.3 | 2.8 | 1.5 | 2.1 | 3.8 | 4.6 | 2.6 | 4.4 | 2.9 | 3.6 | 2.9 | 1.8 |
Standard Deviation(%) | NA | 5.9 | 7.1 | 6.7 | 6.0 | 4.7 | NA | NA | 4.5 | 7.6 | 7.9 | 3.2 | 5.5 | 3.5 | 3.0 | 2.7 | 3.0 | 3.7 | 2.7 | 3.4 | 2.5 | 3.9 | 4.3 | 5.4 | 7.4 | 3.7 | 2.9 | 2.8 | 3.6 | 4.4 | 4.1 | 5.4 | 4.0 | 4.5 | 4.3 | 4.2 |
Treynor Ratio | NA | -0.09 | -0.03 | -0.05 | -0.01 | 0.01 | NA | NA | 0.03 | 0.02 | -0.17 | -0.02 | 0.09 | 0.09 | -0.02 | 0.03 | 0.04 | 0.01 | 0.09 | -0.02 | 0.11 | 0.07 | 0.1 | 0.23 | -0.14 | 0.04 | 0.01 | 0.0 | 0.05 | 0.05 | 0.13 | 0.08 | 0.11 | -0.05 | 0.08 | 0.1 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 |
Beta | NA | 0.98 | 0.96 | 0.91 | 0.91 | 0.88 | NA | NA | 0.78 | 0.95 | 0.9 | 0.76 | 0.88 | 0.91 | 0.94 | 0.85 | 0.7 | 0.81 | 0.78 | 0.82 | 0.69 | 0.72 | 0.76 | 0.67 | 0.64 | 0.74 | 0.77 | 0.68 | 0.72 | 0.77 | 0.67 | 0.79 | 0.78 | 0.79 | 0.67 | 0.85 |
RSquared | NA | 0.94 | 0.93 | 0.92 | 0.87 | 0.85 | NA | NA | 0.78 | 0.93 | 0.93 | 0.81 | 0.7 | 0.75 | 0.69 | 0.78 | 0.7 | 0.86 | 0.74 | 0.83 | 0.77 | 0.81 | 0.85 | 0.73 | 0.46 | 0.86 | 0.89 | 0.86 | 0.88 | 0.79 | 0.77 | 0.82 | 0.87 | 0.81 | 0.7 | 0.75 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/1997
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