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WFSPX: BLACKROCK S&P 500 INDEX FUND CLASS K SHARES (MUTUAL FUND)
Basic Info 617.05 5.34(0.87%) March 27
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (75%) |
Start Date: | 09/29/1993 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 1.52% |
Expenses | 0.03% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/1996 |
2023 | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 10.4 | 34.0 | 12.0 | 15.1 | 13.0 | 15.4 | 10.2 | 9.6 | 26.3 | -18.1 | 28.6 | 18.4 | 31.4 | -4.4 | 21.8 | 11.9 | 1.4 | 13.6 | 32.2 | 15.9 | 2.0 | 14.9 | 26.5 | -37.0 | 5.3 | 15.6 | 4.6 | 10.8 | 28.3 | -22.2 | -12.0 | -9.6 | 20.7 | 28.4 | 33.0 | 27.4 | 61.1 | 21.0 | 10.0 |
Sharpe Ratio | NA | 4.43 | 2.7 | 0.55 | 0.69 | 0.71 | NA | NA | 0.55 | 1.69 | -0.81 | 2.18 | 0.61 | 2.47 | -0.34 | 3.18 | 0.89 | 0.09 | 1.19 | 2.92 | 1.25 | 0.08 | 0.81 | 0.97 | -0.93 | 0.15 | 1.23 | 0.23 | 0.89 | 1.63 | -0.9 | -0.68 | -0.61 | 0.97 | 1.23 | 1.62 | 1.93 | 4.96 | 1.39 | 3.66 |
Draw Down(%) | NA | 1.7 | 9.9 | 24.5 | 33.7 | 33.7 | NA | NA | 55.3 | 9.9 | 24.5 | 5.1 | 33.7 | 6.4 | 19.4 | 2.6 | 10.3 | 12.0 | 7.3 | 4.7 | 9.6 | 18.7 | 15.7 | 27.2 | 47.7 | 9.9 | 7.5 | 7.0 | 7.5 | 13.8 | 33.0 | 29.2 | 16.9 | 11.8 | 19.2 | 10.8 | 7.4 | 3.5 | 6.9 | 2.7 |
Standard Deviation(%) | NA | 11.1 | 11.6 | 17.3 | 19.7 | 16.8 | NA | NA | 18.6 | 13.1 | 24.2 | 13.1 | 29.6 | 12.2 | 16.9 | 6.7 | 13.1 | 15.5 | 11.4 | 11.0 | 12.8 | 23.4 | 18.3 | 27.2 | 40.8 | 16.0 | 10.0 | 10.3 | 11.1 | 17.0 | 25.9 | 21.6 | 22.4 | 18.0 | 20.4 | 18.2 | 12.2 | 11.5 | 13.0 | 11.6 |
Treynor Ratio | NA | 0.5 | 0.32 | 0.1 | 0.17 | 0.14 | NA | NA | 0.11 | 0.22 | -0.2 | 0.29 | 0.28 | 0.33 | -0.06 | 0.21 | 0.12 | 0.01 | 0.14 | 0.33 | 0.16 | 0.02 | 0.15 | 0.26 | -0.38 | 0.02 | 0.13 | 0.02 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | 0.02 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.99 | 0.98 | 0.81 | 0.86 | NA | NA | 0.94 | 0.99 | 0.98 | 0.97 | 0.66 | 0.92 | 0.98 | 0.99 | 0.99 | 1.0 | 0.99 | 0.97 | 0.99 | 0.99 | 0.98 | 1.0 | 1.0 | 1.01 | 0.98 | 1.0 | 1.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 1.0 | 1.0 | 1.0 | 0.77 | 0.83 | NA | NA | 0.62 | 1.0 | 1.0 | 0.99 | 0.59 | 0.9 | 0.97 | 1.0 | 0.99 | 1.0 | 1.0 | 0.96 | 1.0 | 1.0 | 0.95 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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