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SGLSX: BLACKROCK ENERGY & RESOURCES PORTFOLIO INSTITUTIONAL (MUTUAL FUND)
Basic Info
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 09/27/2001 |
| Last Dividend Date: | 01/08/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.07% |
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Performance Analytics (As of 01/07/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/27/2001 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.0 | 0.1 | -6.5 | -7.8 | -3.5 | 4.2 | 5.0 | 0.0 | -0.0 | -1.1 | 9.7 | -28.6 | -5.9 | 32.9 | -38.2 | -25.5 | 14.1 | -9.9 | -14.4 | 24.0 | 79.4 | -53.2 | 32.6 | 5.3 | 57.2 | 48.0 | 60.6 | 5.8 | 18.9 |
| Sharpe Ratio | NA | -1186.34 | -0.03 | -0.4 | -0.35 | NA | NA | 0.14 | NA | -854.48 | -0.54 | 0.36 | -1.13 | -0.32 | 0.99 | -1.16 | -1.04 | 0.75 | -0.35 | -0.36 | 0.76 | 1.65 | -0.73 | 1.24 | 0.07 | 2.2 | 2.24 | 4.33 | 0.22 | 3.5 |
| Draw Down(%) | NA | 0.0 | 25.5 | 39.3 | 68.1 | NA | NA | 76.4 | NA | 0.0 | 2.7 | 25.5 | 39.3 | 25.7 | 18.6 | 46.5 | 42.7 | 11.6 | 34.5 | 41.9 | 24.1 | 30.2 | 74.9 | 17.9 | 27.9 | 16.1 | 12.5 | 7.1 | 27.9 | 10.0 |
| Standard Deviation(%) | NA | 0.0 | 13.0 | 18.1 | 23.6 | NA | NA | 30.8 | NA | 0.0 | 2.4 | 22.9 | 26.4 | 20.4 | 32.9 | 33.0 | 24.4 | 18.8 | 28.6 | 40.5 | 31.5 | 48.0 | 73.6 | 24.0 | 28.2 | 25.0 | 21.1 | 13.8 | 21.5 | 26.9 |
| Treynor Ratio | NA | -4892.03 | -0.03 | -0.22 | -0.12 | NA | NA | 0.04 | NA | -2893.94 | -7.46 | 0.06 | -0.25 | -0.04 | 0.26 | -0.3 | -0.2 | 0.11 | -0.07 | -0.12 | 0.19 | 0.65 | -0.46 | 0.29 | 0.02 | 0.49 | 0.38 | 0.67 | 0.06 | 1.06 |
| Alpha | NA | 0.0 | 0.0 | -0.02 | -0.03 | NA | NA | 0.0 | NA | 0.0 | 0.0 | -0.02 | -0.04 | -0.04 | -0.03 | -0.06 | -0.03 | -0.03 | -0.05 | -0.04 | 0.03 | 0.09 | -0.02 | -0.01 | -0.06 | 0.02 | 0.01 | 0.09 | 0.02 | 0.06 |
| Beta | NA | 0.0 | 0.13 | 0.34 | 0.7 | NA | NA | 0.98 | NA | 0.0 | 0.0 | 1.28 | 1.22 | 1.49 | 1.27 | 1.26 | 1.29 | 1.25 | 1.42 | 1.23 | 1.23 | 1.22 | 1.17 | 1.03 | 1.19 | 1.12 | 1.23 | 0.9 | 0.78 | 0.88 |
| RSquared | NA | 0.0 | 0.09 | 0.24 | 0.5 | NA | NA | 0.74 | NA | 0.0 | 0.0 | 0.93 | 0.94 | 0.92 | 0.95 | 0.93 | 0.91 | 0.82 | 0.89 | 0.91 | 0.89 | 0.92 | 0.91 | 0.88 | 0.89 | 0.89 | 0.81 | 0.68 | 0.78 | 0.83 |
| Yield(%) | N/A | 0.0 | 0.5 | 0.5 | 0.2 | 2.7 | 12.4 | N/A | 0.0 | 0.0 | 0.1 | 1.5 | 0.4 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 3.2 | 1.5 | 0.0 | 14.1 | 17.6 | 26.7 | 18.7 | 5.4 | 2.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -36.3 | 1714.7 | -98.7 | N/A | N/A | N/A | N/A | -100.0 | -95.2 | 166.3 | -70.4 | N/A | N/A | N/A | N/A | -100.0 | -97.7 | 162.5 | N/A | -100.0 | -2.1 | -52.4 | 112.5 | 382.8 | 192.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/2001
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