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XBCRX: Blackrock Resources & Commodit (MUTUAL FUND)
Basic Info 10.6 0.01(0.09%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (42%) |
Start Date: | 04/01/2011 |
Last Dividend Date: | 06/14/2022 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.8 | 0.3 | -7.6 | 4.2 | 3.9 | -0.5 | -2.4 | -6.0 | 11.5 | 23.0 | -4.0 | 13.3 | -18.7 | 8.5 | 18.1 | -28.0 | -8.4 | -3.1 | -6.1 | -17.9 |
Sharpe Ratio | NA | 0.08 | -0.6 | 0.16 | 0.1 | -0.06 | -0.16 | -0.6 | 0.38 | 1.17 | -0.11 | 0.99 | -1.17 | 0.7 | 0.89 | -1.47 | -0.7 | -0.26 | -0.38 | -0.93 |
Draw Down(%) | NA | 8.0 | 15.3 | 24.1 | 45.9 | 60.2 | 67.9 | 16.6 | 24.1 | 12.2 | 44.6 | 12.3 | 24.2 | 14.3 | 15.3 | 31.7 | 20.3 | 17.2 | 21.0 | 25.1 |
Standard Deviation(%) | NA | 13.3 | 15.2 | 20.9 | 24.3 | 20.7 | 20.0 | 17.2 | 26.8 | 19.6 | 37.3 | 12.0 | 17.1 | 11.3 | 20.0 | 19.0 | 12.1 | 12.3 | 16.3 | 25.1 |
Treynor Ratio | NA | 0.02 | -0.15 | 0.07 | 0.07 | -0.03 | -0.06 | -0.17 | 0.2 | 0.44 | -0.23 | 0.24 | -0.47 | 0.09 | 0.17 | -0.36 | -0.11 | -0.04 | -0.06 | -0.28 |
Alpha | NA | -0.04 | -0.08 | 0.01 | 0.0 | -0.02 | -0.03 | -0.09 | 0.09 | 0.04 | -0.01 | -0.01 | -0.07 | -0.03 | 0.02 | -0.13 | -0.07 | -0.1 | -0.08 | -0.08 |
Beta | NA | 0.53 | 0.63 | 0.52 | 0.35 | 0.45 | 0.54 | 0.62 | 0.51 | 0.53 | 0.19 | 0.5 | 0.43 | 0.85 | 1.07 | 0.79 | 0.74 | 0.81 | 0.98 | 0.82 |
RSquared | NA | 0.22 | 0.25 | 0.2 | 0.1 | 0.16 | 0.23 | 0.24 | 0.23 | 0.14 | 0.03 | 0.28 | 0.18 | 0.28 | 0.53 | 0.4 | 0.53 | 0.56 | 0.62 | 0.79 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 1.2 | 2.2 | 2.1 | 4.6 | 3.5 | 0.6 | 0.0 | 0.7 | 6.9 | 3.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -36.8 | 0.0 | -51.3 | 5.4 | 516.7 | N/A | -100.0 | -91.4 | 78.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2011
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