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BICPX: BlackRock Conservative PrprdPtfInstttnl (MUTUAL FUND)
Basic Info 12.06 0(0.0%) June 05
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 02/08/2007 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 4.53% |
| Expenses | 0.23% |
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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 | Since 02/08/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 2.7 | 10.1 | 8.0 | 2.1 | 3.9 | 4.8 | 4.7 | 10.6 | 6.0 | 8.8 | -14.7 | 1.8 | 7.6 | 12.6 | -2.2 | 6.1 | 5.0 | 1.0 | 7.2 | 12.2 | 12.1 | 1.3 | 12.4 | 24.0 | -21.8 | 6.7 |
| Sharpe Ratio | NA | 0.59 | 1.46 | 0.72 | -0.06 | 0.37 | NA | 0.48 | 1.39 | 0.44 | 0.62 | -1.73 | 0.38 | 0.81 | 4.19 | -0.93 | 2.06 | 1.28 | 0.24 | 1.39 | 2.26 | 1.48 | 0.15 | 1.44 | 1.93 | -1.62 | 0.66 |
| Draw Down(%) | NA | 4.4 | 4.4 | 6.6 | 21.1 | 21.1 | NA | 30.5 | 4.9 | 2.9 | 6.6 | 18.4 | 3.3 | 11.4 | 0.9 | 4.9 | 1.5 | 2.4 | 3.5 | 3.7 | 4.7 | 4.7 | 9.0 | 5.6 | 12.9 | 26.4 | 4.1 |
| Standard Deviation(%) | NA | 6.4 | 5.1 | 6.6 | 7.1 | 6.1 | NA | 7.4 | 5.6 | 5.5 | 8.3 | 9.3 | 4.8 | 9.0 | 2.7 | 3.9 | 2.7 | 3.7 | 4.1 | 5.1 | 5.4 | 8.2 | 8.5 | 8.5 | 12.4 | 14.0 | 6.8 |
| Treynor Ratio | NA | 0.04 | 0.09 | 0.07 | -0.01 | 0.04 | NA | 0.05 | 0.1 | 0.03 | 0.08 | -0.19 | 0.03 | 0.29 | 0.18 | -0.06 | 0.11 | 0.12 | 0.02 | 0.08 | 0.13 | 0.11 | 0.01 | 0.13 | 0.24 | -0.36 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.01 | 0.0 | 0.01 | -0.03 | -0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.04 | 0.01 | 0.03 | -0.07 | 0.01 |
| Beta | NA | 0.97 | 0.82 | 0.73 | 0.78 | 0.57 | NA | 0.68 | 0.75 | 0.78 | 0.63 | 0.86 | 0.64 | 0.25 | 0.62 | 0.64 | 0.51 | 0.39 | 0.57 | 0.85 | 0.93 | 1.1 | 1.16 | 0.96 | 0.98 | 0.64 | 0.91 |
| RSquared | NA | 0.73 | 0.68 | 0.54 | 0.62 | 0.42 | NA | 0.41 | 0.79 | 0.68 | 0.35 | 0.82 | 0.38 | 0.13 | 0.69 | 0.69 | 0.26 | 0.22 | 0.56 | 0.36 | 0.67 | 0.22 | 0.62 | 0.39 | 0.52 | 0.37 | 0.61 |
| Yield(%) | N/A | 0.0 | 4.5 | 4.3 | 3.1 | 3.2 | 4.2 | N/A | 4.7 | 4.5 | 3.7 | 2.9 | 2.1 | 1.7 | 2.7 | 4.8 | 2.8 | 1.9 | 6.2 | 8.8 | 6.0 | 4.9 | 3.6 | 2.9 | 3.9 | 2.9 | 3.0 |
| Dividend Growth(%) | N/A | -100.0 | 6.7 | 65.4 | 28.4 | N/A | N/A | N/A | 6.7 | 26.6 | 4.1 | 36.3 | 34.8 | -32.0 | -47.4 | 76.6 | 53.4 | -71.2 | -31.0 | 54.8 | 32.6 | 32.6 | 36.6 | -13.5 | 3.2 | -0.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/08/2007
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See Conservative Allocation Asset Class Trend Rankings |
Top Rated Funds in Conservative Allocation
Best Mutual Funds
- PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) 1.59% (100%)
- EXDAX (PRO-BLEND(R) CONSERVATIVE TERM SERIES PRO-BLEND(R) CONSERVATIVE TERM SERIES CLASS S) 0.81% (99%)
- EXBAX (PRO-BLEND(R) MODERATE TERM SERIES PRO-BLEND(R) MODERATE TERM SERIES CLASS S) 1.16% (98%)
- TEBRX (THE TEBERG FUND THE TEBERG FUND) 5.09% (98%)
- KMDNX (KINETICS MULTI-DISCIPLINARY INCOME FUND NO LOAD) 0.0% (98%)
- PRPFX (PERMANENT PORTFOLIO CLASS I) 2.37% (97%)
- AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) 0.66% (97%)
- BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) 1.09% (96%)
- NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) 1.54% (96%)
- EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) 1.88% (96%)
Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 1.11% (83%)
- AOM (iShares Core Moderate Allocation ETF) 1.40% (82%)
- PCEF (Invesco CEF Income Composite ETF) 1.24% (28%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) 0.86% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 3.29% (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) 1.01% (99%)
- FT (Franklin Universal Closed Fund) 0.0% (99%)
- PDT (John Hancock Premium Dividend Fund) 0.31% (99%)
- TPZ (Tortoise Power and Energy Infrastructure Fund) 0.41% (26%)
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