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XBFYX: BlackRock New York MIT II (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/27/2003 |
Last Dividend Date: | 03/12/2021 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 01/07/2022)
Not up-to-date? TryLast 1 Week* | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -23.3 | -4.2 | -2.0 | 0.2 | -0.1 | 0.3 | 0.0 | -22.5 | 3.8 | 1.8 | 2.7 | 4.1 | -5.0 | 1.0 | 21.1 | -9.3 | 7.2 | 7.7 | -3.9 | 21.1 | -19.4 | -5.1 | 3.9 | 3.3 | -0.2 | -0.7 |
Sharpe Ratio | NA | -0.88 | -0.28 | -0.2 | -0.02 | NA | -0.06 | NA | -1.07 | 0.28 | 0.13 | 0.19 | 1.09 | -1.11 | 0.28 | 6.21 | -1.31 | 1.84 | 1.12 | -0.75 | 3.42 | -1.48 | -2.22 | 0.22 | 0.38 | -0.21 | -0.21 |
Draw Down(%) | NA | 24.8 | 24.8 | 24.8 | 24.8 | NA | 31.6 | NA | 23.8 | 18.3 | 3.8 | 4.7 | 2.4 | 11.8 | 5.8 | 2.4 | 16.7 | 4.2 | 6.0 | 11.0 | 4.7 | 29.2 | 7.3 | 2.2 | 2.7 | 11.4 | 12.0 |
Standard Deviation(%) | NA | 26.4 | 16.9 | 13.2 | 9.9 | NA | 8.6 | NA | 30.4 | 12.6 | 2.9 | 7.2 | 3.2 | 4.7 | 3.4 | 3.4 | 7.1 | 3.9 | 6.9 | 5.3 | 6.1 | 13.7 | 3.7 | 2.9 | 2.9 | 5.4 | 8.6 |
Treynor Ratio | NA | 2.38 | -0.64 | -0.46 | -0.08 | NA | 0.42 | NA | -1.13 | 0.3 | -0.07 | -1.83 | -0.37 | 0.79 | -0.18 | -2.26 | -1.29 | -0.84 | -2.04 | 1.26 | -6.3 | 4.0 | 1.4 | 0.36 | 2.82 | -0.34 | 0.29 |
Alpha | NA | -0.09 | -0.02 | -0.01 | 0.0 | NA | 0.0 | NA | -0.17 | 0.01 | 0.01 | 0.01 | 0.02 | -0.02 | 0.0 | 0.08 | -0.05 | 0.03 | 0.03 | -0.01 | 0.08 | -0.09 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 |
Beta | NA | -0.1 | 0.08 | 0.06 | 0.02 | NA | -0.01 | NA | 0.29 | 0.12 | -0.05 | -0.01 | -0.09 | -0.07 | -0.05 | -0.09 | 0.07 | -0.09 | -0.04 | -0.03 | -0.03 | -0.05 | -0.06 | 0.02 | 0.0 | 0.03 | -0.06 |
RSquared | NA | 0.0 | 0.01 | 0.01 | 0.0 | NA | 0.0 | NA | 0.02 | 0.1 | 0.06 | 0.0 | 0.04 | 0.04 | 0.06 | 0.1 | 0.01 | 0.08 | 0.02 | 0.01 | 0.02 | 0.02 | 0.06 | 0.0 | 0.0 | 0.01 | 0.01 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.0 | 1.6 | 0.0 | 0.4 | 6.1 | 4.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 158.3 | N/A | -100.0 | -91.7 | 7.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/23/2003
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