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PBAIX: BlackRock Managed Volatility Instl (MUTUAL FUND)
Basic Info 14.54 0.04(0.28%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 06/29/1993 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.78% |
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Performance Analytics (As of 06/02/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 0.8 | 10.7 | 4.8 | 3.8 | 4.1 | 3.9 | 5.2 | 10.1 | 0.5 | 6.9 | 1.7 | 4.7 | 8.1 | 0.2 | -0.5 | 2.3 | 11.9 | 12.3 | -3.2 | 12.7 | 27.8 | -26.7 | 9.7 | 10.4 | 6.6 | 11.6 | 20.6 | -14.2 | -11.5 | -6.1 | 11.0 | 22.0 | 23.8 | 14.6 | 21.0 | -7.1 | 6.3 |
| SR | NA | -0.52 | 0.93 | 0.53 | 0.38 | 0.53 | NA | 0.38 | 1.11 | 0.08 | 0.83 | 0.06 | 0.68 | 1.35 | -0.01 | -0.09 | 0.49 | 1.81 | 1.56 | -0.23 | 0.97 | 1.64 | -1.25 | 0.6 | 0.87 | 0.65 | 1.3 | 1.72 | -0.93 | -0.99 | -0.69 | 0.66 | 1.52 | -2.7 | 1.14 | 2.9 | -1.4 | 1.67 |
| DD(%) | NA | 3.5 | 3.7 | 5.5 | 8.9 | 11.1 | NA | 39.3 | 4.6 | 4.6 | 8.9 | 4.6 | 3.5 | 2.8 | 5.3 | 7.8 | 4.6 | 6.5 | 7.8 | 14.2 | 11.0 | 16.7 | 37.2 | 8.4 | 9.7 | 4.9 | 5.4 | 9.4 | 22.6 | 21.3 | 12.2 | 7.9 | 11.4 | 7.0 | 5.2 | 5.3 | 11.7 | 3.7 |
| SD(%) | NA | 7.0 | 7.8 | 6.6 | 6.6 | 6.3 | NA | 10.6 | 7.9 | 6.2 | 8.0 | 4.5 | 5.0 | 5.5 | 6.8 | 6.7 | 4.7 | 6.6 | 7.9 | 14.0 | 13.0 | 16.8 | 22.0 | 11.2 | 8.2 | 6.8 | 8.2 | 11.6 | 16.5 | 14.2 | 14.7 | 11.8 | 12.3 | 11.6 | 9.6 | 5.9 | 7.2 | 6.4 |
| TR | NA | 1.59 | -2.53 | 0.91 | 0.25 | 0.18 | NA | 0.05 | 2.21 | 0.11 | 0.37 | -0.24 | -0.78 | 0.6 | 0.0 | -0.01 | 0.04 | 0.14 | 0.12 | -0.03 | 0.1 | 0.28 | -0.3 | 0.06 | 0.06 | 0.04 | 0.1 | 0.16 | -0.13 | -0.14 | -0.1 | 0.08 | 0.21 | -0.3 | 0.13 | 0.22 | -0.12 | 0.15 |
| Alpha(%) | NA | -0.01 | 0.03 | 0.01 | 0.01 | 0.01 | NA | 0.0 | 0.04 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.03 | -0.03 | 0.01 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.04 | -0.02 | 0.01 | 0.03 | 0.03 | 0.02 | 0.01 | -0.01 | 0.04 |
| Beta(%) | NA | -0.02 | -0.03 | 0.04 | 0.1 | 0.18 | NA | 0.75 | 0.04 | 0.04 | 0.18 | -0.01 | -0.04 | 0.13 | 0.54 | 0.56 | 0.56 | 0.84 | 0.99 | 1.0 | 1.21 | 1.0 | 0.91 | 1.19 | 1.13 | 0.99 | 1.11 | 1.21 | 1.15 | 1.03 | 0.99 | 1.02 | 0.89 | 1.04 | 0.82 | 0.78 | 0.85 | 0.71 |
| RS | NA | 0.0 | 0.0 | 0.0 | 0.04 | 0.1 | NA | 0.62 | 0.01 | 0.0 | 0.21 | 0.02 | 0.01 | 0.01 | 0.39 | 0.53 | 0.63 | 0.78 | 0.85 | 0.95 | 0.97 | 0.96 | 0.94 | 0.94 | 0.85 | 0.9 | 0.9 | 0.97 | 0.95 | 0.82 | 0.91 | 0.92 | 0.7 | 0.9 | 0.5 | 0.6 | 0.72 | 0.32 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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