Find A Portfolio/Ticker
Comparison Box
PBAIX: BlackRock Managed Volatility Instl (MUTUAL FUND)
Basic Info 13.91 0.03(0.22%) May 20
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (97%) |
Start Date: | 06/20/1996 |
Last Dividend Date: | 12/23/2020 |
12-Mo. Yield | 0.00% |
Expenses | 1.02% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/20/2022)
Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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(%) | -0.3 | -1.2 | -1.7 | 2.7 | 3.8 | 4.4 | 3.3 | 5.4 | 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 | -0.48 | -0.29 | 0.34 | 0.5 | 0.63 | NA | 0.36 | 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 | 4.6 | 5.5 | 8.9 | 8.9 | 11.1 | NA | 39.3 | 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 | 7.1 | 6.3 | 6.7 | 6.1 | 6.2 | NA | 10.7 | 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 | -0.31 | -0.23 | 0.16 | 0.25 | 0.15 | NA | 0.05 | 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 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.0 | 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 | 0.11 | 0.08 | 0.15 | 0.12 | 0.26 | NA | 0.79 | 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 | 0.06 | 0.02 | 0.1 | 0.06 | 0.18 | NA | 0.67 | 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
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 Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. Rowe Price Capital Appreciation) 0.43% (99%)
- LCRIX (Leuthold Core Investment I) 0.09% (99%)
- QOPYX (Oppenheimer Flexible Strategies Y) 0.19% (99%)
- RNCOX (RiverNorth Core Opportunity) 0.15% (99%)
- AZNIX (Allianz AGIC Income & Growth Instl) 0.0% (98%)
- DNAIX (Dunham Appreciation & Income N) 0.0% (98%)
- COTZX (Columbia Thermostat Z) 0.34% (98%)
- PBAIX (BlackRock Managed Volatility Instl) 0.22% (97%)
- ICMBX (Intrepid Capital) 0.19% (96%)
- GRSPX (Greenspring) 0.26% (96%)
Best ETFs
* Day change on 05/20/2022.Best Closed End Funds
- ERH (Wells Fargo Advantage Util & High In) 0.49% (100%)
- HTD (JHancock Tax-Advantaged Dividend Inc) 0.17% (100%)
- ZTR (Zweig Total Return Common) 1.23% (100%)