Find A Portfolio/Ticker
Comparison Box
MAWIX: BlackRock World Income Instl (MUTUAL FUND)
Basic Info 6.17 0(0.0%) November 26
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 05/31/1996 |
| Last Dividend Date: | 10/29/2021 |
| 12-Mo. Yield | 4.93% |
| Expenses | 1.09% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 11/26/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.6 | -1.6 | -0.3 | -31.8 | -19.7 | -9.2 | -4.9 | -1.1 | -70.8 | 8.5 | -1.0 | 7.3 | 5.1 | -4.6 | 1.1 | 1.9 | 8.7 | 2.9 | 3.8 | 11.4 | -2.2 | 8.0 | 7.1 | -5.7 | 15.9 | 34.2 | -2.5 | 5.4 | 1.1 | 12.0 | -23.4 | 6.2 | 8.6 |
| SR | NA | -0.67 | -0.12 | -0.42 | -0.35 | -0.23 | NA | -0.09 | -0.54 | 1.86 | -0.75 | 1.78 | 0.95 | -0.93 | 0.59 | 0.65 | 3.23 | 0.89 | 1.05 | 2.09 | -0.33 | 0.89 | 0.52 | -1.13 | 2.15 | 6.52 | -0.52 | 0.43 | -0.56 | 1.42 | -2.1 | 0.46 | 3.71 |
| DD(%) | NA | 2.1 | 2.1 | 73.3 | 73.3 | 73.3 | NA | 73.3 | 73.3 | 1.6 | 5.4 | 2.3 | 6.5 | 5.5 | 1.1 | 3.8 | 1.3 | 2.6 | 3.1 | 5.3 | 17.1 | 4.0 | 6.0 | 9.3 | 8.2 | 5.3 | 16.5 | 9.6 | 7.7 | 5.2 | 32.1 | 4.6 | 0.8 |
| SD(%) | NA | 2.6 | 2.6 | 76.3 | 59.2 | 41.9 | NA | 26.8 | 132.0 | 3.8 | 3.1 | 3.7 | 5.1 | 5.0 | 1.8 | 2.8 | 2.7 | 3.2 | 3.6 | 5.4 | 9.6 | 5.7 | 7.2 | 7.0 | 7.0 | 5.1 | 6.9 | 7.3 | 5.3 | 6.2 | 12.7 | 5.8 | 3.1 |
| TR | NA | -0.06 | -0.01 | -0.55 | -0.4 | -0.26 | NA | -0.09 | -0.95 | 0.13 | -0.08 | 0.15 | 0.09 | -0.09 | -0.1 | -0.16 | 0.5 | 1.95 | 0.34 | 0.3 | -0.05 | 0.07 | 0.05 | -0.14 | 0.31 | 1.39 | 0.81 | -0.37 | -6.12 | -0.61 | 1.91 | 0.65 | 0.59 |
| Alpha(%) | NA | 0.0 | 0.0 | -0.08 | -0.05 | -0.02 | NA | 0.0 | -0.28 | 0.02 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.03 | 0.01 | 0.01 | 0.03 | -0.02 | 0.0 | 0.0 | -0.01 | 0.03 | 0.1 | -0.01 | 0.01 | -0.01 | 0.03 | -0.11 | 0.01 | 0.03 |
| Beta(%) | NA | 0.28 | 0.29 | 0.59 | 0.51 | 0.37 | NA | 0.28 | 0.75 | 0.55 | 0.3 | 0.44 | 0.54 | 0.5 | -0.11 | -0.11 | 0.17 | 0.01 | 0.11 | 0.37 | 0.66 | 0.77 | 0.74 | 0.58 | 0.49 | 0.24 | -0.04 | -0.09 | 0.0 | -0.14 | -0.14 | 0.04 | 0.2 |
| RS | NA | 0.3 | 0.3 | 0.01 | 0.01 | 0.01 | NA | 0.02 | 0.01 | 0.46 | 0.36 | 0.61 | 0.72 | 0.65 | 0.11 | 0.08 | 0.14 | 0.0 | 0.09 | 0.63 | 0.73 | 0.74 | 0.62 | 0.5 | 0.59 | 0.26 | 0.0 | 0.02 | 0.0 | 0.03 | 0.01 | 0.0 | 0.12 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD BOND Asset Class Trend Rankings |
Top Rated Funds in WORLD BOND
Best Mutual Funds
- BEGBX (American Century International Bd Inv) 0.92% (100%)
- RPIBX (T. Rowe Price International Bond) 0.0% (98%)
- IOSIX (ING Global Bond Port I) 0.88% (97%)
- DFGFX (DFA Two-Year Global Fixed-Income I) 0.20% (95%)
- OIBYX (Oppenheimer International Bond Y) 0.40% (95%)
- SDGIX (Dreyfus/Standish Global Fixed Income I) 0.27% (94%)
- SSTGX (DWS Enhanced Global Bond S) 0.42% (94%)
- ESICX (Wells Fargo Advantage Intl Bond Instl) 1.02% (93%)
- MAWIX (BlackRock World Income Instl) 0.0% (92%)
- PWFYX (PACE International Fixed Income Y) 0.60% (92%)
Best ETFs
- BWX (SPDR Barclays International Trs Bd ETF) 1.25% (97%)
- WIP (SPDR DB Intl Govt Inflation-Prot Bd ETF) 0.54% (96%)
- IGOV (iShares International Treasury Bond) 1.30% (75%)
- ISHG (iShares 1-3 Year International Trs Bd) 0.73% (46%)
- BWZ (SPDR Barclays Short Term IntlTrs Bd ETF) 0.69% (45%)
- GTIP (iShares Global Inflation-Linked Bond) 0.44% (44%)
- PICB (PowerShares International Corp Bd ETF) 0.29% (43%)
- IBND (SPDR Barclays International Corp Bd ETF) 0.67% (42%)
- FWDB (AdvisorShares Madrona Global Bond ETF) (42%)
- HYXU (iShares Global ex USD High Yield Corp Bd) 0.09% (41%)
Best Closed End Funds
- FAX (Aberdeen Asia-Pacific Income Fund) 0.98% (100%)
- FCO (Aberdeen Global Income Fund, Inc.) 0.12% (99%)
- FAM (First Trust-Aberdeen Global Opp Inc) 0.30% (99%)
- MIN (MFS Intermediate Income Common) 0.28% (98%)
- GDO (Western Asset Global Corp Defined Opp) 0.35% (40%)
- PDI (Pimco Dynamic Income Fund Common) 0.55% (40%)
- BWG (Legg Mason BW Global Income Opps. Fund) 1.26% (39%)
Latest Articles Related to MAWIX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments