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MKLHX: BlackRock Large Cap Growth Retirement K (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/07/2008 |
| Last Dividend Date: | 05/01/2015 |
| 12-Mo. Yield | 99.46% |
| Expenses | 0.67% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/07/2008 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -3.0 | 5.9 | 0.0 | -11.8 | 14.6 | 33.2 | 19.3 | 0.9 | 12.6 | 31.2 | -33.8 |
| Sharpe Ratio | NA | -0.78 | 0.54 | 0.47 | 0.26 | 0.0 | -0.68 | 1.12 | 2.96 | 1.42 | 0.03 | 0.62 | 1.24 | -0.95 |
| Draw Down(%) | NA | 15.1 | 15.1 | 24.6 | 46.8 | 0.0 | 15.1 | 8.0 | 6.7 | 11.2 | 24.6 | 18.2 | 22.1 | 46.8 |
| Standard Deviation(%) | NA | 17.4 | 15.0 | 17.9 | 21.7 | NA | 17.3 | 13.0 | 11.2 | 13.7 | 26.3 | 20.2 | 25.1 | 36.7 |
| Treynor Ratio | NA | -0.55 | 0.14 | 0.11 | 0.06 | NA | -0.35 | 0.16 | 0.38 | 0.22 | 0.01 | 0.12 | 0.32 | -0.37 |
| Alpha | NA | -0.06 | 0.0 | -0.01 | 0.0 | 0.0 | -0.05 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 0.25 | 0.59 | 0.8 | 0.9 | 0.0 | 0.34 | 0.88 | 0.88 | 0.88 | 0.97 | 1.02 | 0.98 | 0.95 |
| RSquared | NA | 0.08 | 0.37 | 0.65 | 0.84 | 0.0 | 0.14 | 0.86 | 0.89 | 0.88 | 0.96 | 0.94 | 0.91 | 0.94 |
| Yield(%) | N/A | 99.5 | 44.1 | 27.5 | N/A | 0.0 | 100.0 | 62.1 | 68.6 | 55.1 | 0.8 | 0.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -17.4 | 50.6 | N/A | N/A | -100.0 | -17.4 | -47.5 | -20.9 | 6513.5 | 8.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2008
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View Historical Data in an advanced chart |
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See LARGE GROWTH Asset Class Trend Rankings |
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