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BDBKX: BlackRock Small Cap index Fund Class K (MUTUAL FUND)
Basic Info 31.83 0(0.0%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 04/07/2011 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 3.71% |
| Expenses | 0.37% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 14.7 | 36.8 | 17.8 | 4.4 | 10.0 | 10.0 | 9.3 | 12.8 | 11.4 | 17.0 | -20.6 | 7.7 | 19.6 | 25.6 | -10.9 | 14.7 | 21.4 | -4.3 | 4.7 | 39.1 | 16.3 | -12.0 |
| Sharpe Ratio | NA | 1.7 | 1.75 | 0.68 | 0.08 | 0.35 | NA | 0.36 | 0.43 | 0.38 | 0.67 | -0.78 | 0.33 | 0.45 | 1.52 | -0.68 | 1.18 | 1.15 | -0.26 | 0.29 | 2.65 | 0.95 | -0.43 |
| Draw Down(%) | NA | 11.0 | 11.0 | 27.5 | 35.9 | 41.7 | NA | 41.7 | 23.8 | 10.1 | 18.0 | 26.9 | 17.4 | 41.7 | 9.4 | 26.9 | 6.3 | 15.8 | 16.0 | 12.8 | 5.1 | 12.5 | 29.3 |
| Standard Deviation(%) | NA | 20.7 | 19.5 | 21.2 | 22.9 | 23.7 | NA | 22.8 | 23.0 | 20.7 | 20.0 | 28.2 | 23.4 | 43.0 | 15.8 | 18.2 | 11.9 | 18.4 | 16.7 | 16.3 | 14.8 | 17.2 | 37.6 |
| Treynor Ratio | NA | 0.31 | 0.3 | 0.13 | 0.02 | 0.08 | NA | 0.08 | 0.1 | 0.07 | 0.13 | -0.22 | 0.07 | 0.18 | 0.24 | -0.12 | 0.13 | 0.2 | -0.04 | 0.04 | 0.37 | 0.16 | -0.15 |
| Alpha | NA | 0.01 | 0.02 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.02 | -0.01 | -0.01 | -0.04 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 1.14 | 1.15 | 1.1 | 1.07 | 1.05 | NA | 1.05 | 1.04 | 1.19 | 1.06 | 1.02 | 1.18 | 1.05 | 1.0 | 1.0 | 1.13 | 1.08 | 1.07 | 1.11 | 1.06 | 1.05 | 1.05 |
| RSquared | NA | 0.95 | 0.94 | 0.95 | 0.95 | 0.92 | NA | 0.94 | 0.96 | 0.95 | 0.96 | 0.97 | 0.9 | 0.98 | 0.86 | 0.87 | 0.93 | 0.97 | 0.97 | 0.95 | 0.95 | 0.97 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.5 | 5.2 | 3.4 | 1.1 | 1.3 | 1.3 | 4.2 | 3.7 | 3.5 | 5.5 | 3.4 | 9.7 | 4.0 | 3.1 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -28.3 | 74.0 | 131.6 | -4.5 | 18.0 | -63.3 | -2.8 | 16.5 | -23.5 | 47.3 | -66.8 | 212.8 | 45.1 | 146.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2011
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