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Blk Rk Sg Bf Ins MAWIX

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Blk Rk Sg Bf Ins started on 05/31/1996
Blk Rk Sg Bf Ins is classified as asset class WORLD BOND
Blk Rk Sg Bf Ins expense ratio is 0.51%
Blk Rk Sg Bf Ins rating is
(94%)

Dividends


Blk Rk Sg Bf Ins (MAWIX) Dividend Information

Blk Rk Sg Bf Ins (MAWIX) dividend growth in the last 12 months is 43.22%

The trailing 12-month yield of Blk Rk Sg Bf Ins is 3.26%. its dividend history:

Pay Date Cash Amount
Apr 30, 2025 $0.018
Mar 31, 2025 $0.018
Feb 28, 2025 $0.017
Jan 31, 2025 $0.017
Dec 31, 2024 $0.015
Nov 29, 2024 $0.014
Oct 31, 2024 $0.017
Sep 30, 2024 $0.016
Aug 30, 2024 $0.015
Jul 31, 2024 $0.012
Jun 28, 2024 $0.01
May 31, 2024 $0.013
Apr 30, 2024 $0.014
Mar 28, 2024 $0.011
Feb 29, 2024 $0.007
Jan 31, 2024 $0.008
Dec 29, 2023 $0.009
Nov 30, 2023 $0.009
Oct 31, 2023 $0.008
Sep 29, 2023 $0.007
Aug 31, 2023 $0.007
Jul 31, 2023 $0.012
Jun 30, 2023 $0.013
May 31, 2023 $0.012
Apr 28, 2023 $0.014
Mar 31, 2023 $0.024
Feb 28, 2023 $0.016
Jan 31, 2023 $0.018
Dec 30, 2022 $0.019
Nov 30, 2022 $0.014
Oct 31, 2022 $0.016
Sep 30, 2022 $0.016
Aug 31, 2022 $0.015
Jul 29, 2022 $0.014
Jun 30, 2022 $0.013
May 31, 2022 $0.012
Apr 29, 2022 $0.012
Mar 31, 2022 $0.013
Feb 28, 2022 $0.01
Jan 31, 2022 $0.011

Dividend Growth History for Blk Rk Sg Bf Ins (MAWIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.152 2.87% 2.01% -
2023 $0.149 2.90% -9.70% 2.01%
2022 $0.165 2.67% 47.32% -4.02%
2021 $0.112 1.76% 9.80% 10.72%
2020 $0.102 1.66% -36.21% 10.49%
2019 $0.1599 2.75% 5.19% -1.01%
2018 $0.15201 2.53% -18.98% 0.00%
2017 $0.18761 3.26% 17.99% -2.96%
2016 $0.159 2.82% -51.67% -0.56%
2015 $0.329 5.25% 232.32% -8.22%
2014 $0.099 1.57% -36.54% 4.38%
2013 $0.156 2.45% -14.75% -0.24%
2012 $0.183 3.04% -3.17% -1.53%
2011 $0.189 3.13% -18.18% -1.66%
2010 $0.231 3.82% -56.58% -2.95%
2009 $0.532 9.00% 46.15% -8.01%
2008 $0.364 5.61% 10.98% -5.31%
2007 $0.328 5.26% 35.54% -4.42%
2006 $0.242 3.93% 17.48% -2.55%
2005 $0.206 3.11% -40.80% -1.59%
2004 $0.348 5.73% -8.66% -4.06%
2003 $0.381 7.84% -17.17% -4.28%
2002 $0.46 8.38% -24.22% -4.91%
2001 $0.607 10.54% 1.34% -5.84%
2000 $0.599 9.52% 9.91% -5.55%
1999 $0.545 8.83% -25.14% -4.98%
1998 $0.728 8.24% 14.11% -5.85%
1997 $0.638 7.15% 60.71% -5.17%
1996 $0.397 4.61% - -3.37%

Dividend Growth Chart for Blk Rk Sg Bf Ins (MAWIX)

Blk Rk Sg Bf Ins (MAWIX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


Blk Rk Sg Bf Ins (MAWIX) Historical Returns And Risk Info

From 05/31/1996 to 06/18/2025, the compound annualized total return (dividend reinvested) of Blk Rk Sg Bf Ins (MAWIX) is 3.374%. Its cumulative total return (dividend reinvested) is 161.826%.

From 05/31/1996 to 06/18/2025, the Maximum Drawdown of Blk Rk Sg Bf Ins (MAWIX) is 32.1%.

From 05/31/1996 to 06/18/2025, the Sharpe Ratio of Blk Rk Sg Bf Ins (MAWIX) is 0.3.

From 05/31/1996 to 06/18/2025, the Annualized Standard Deviation of Blk Rk Sg Bf Ins (MAWIX) is 5.9%.

From 05/31/1996 to 06/18/2025, the Beta of Blk Rk Sg Bf Ins (MAWIX) is 0.31.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MAWIX (Blk Rk Sg Bf Ins) 4.27% 6.25% 3.05% -0.63% 1.80% 2.04% 2.74% 3.37%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 2.27% 10.31% 18.30% 15.62% 12.80% 13.84% 10.30% 9.74%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 5.36% 9.34% 10.69% 7.38% 6.28% 7.12% 6.02% 6.79%
Data as of 06/18/2025, AR inception is 05/31/1996

Return Calculator for Blk Rk Sg Bf Ins (MAWIX)

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Blk Rk Sg Bf Ins (MAWIX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for Blk Rk Sg Bf Ins (MAWIX)

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Retirement Spending Calculator for Blk Rk Sg Bf Ins (MAWIX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 05/31/1996 to 06/18/2025, the worst annualized return of 3-year rolling returns for Blk Rk Sg Bf Ins (MAWIX) is -6.02%.
From 05/31/1996 to 06/18/2025, the worst annualized return of 5-year rolling returns for Blk Rk Sg Bf Ins (MAWIX) is -4.11%.
From 05/31/1996 to 06/18/2025, the worst annualized return of 10-year rolling returns for Blk Rk Sg Bf Ins (MAWIX) is 0.37%.
From 05/31/1996 to 06/18/2025, the worst annualized return of 20-year rolling returns for Blk Rk Sg Bf Ins (MAWIX) is 2.29%.

Drawdowns


Blk Rk Sg Bf Ins (MAWIX) Maximum Drawdown




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