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BIGPX: BlackRock Gwth Ptf Institutional (MUTUAL FUND)
Basic Info 17.44 0(0.0%) June 09
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 8.22% |
| Expenses | 1.37% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/27/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 7.7 | 19.5 | 14.5 | 6.0 | 8.3 | 8.2 | 6.9 | 16.1 | 11.7 | 15.7 | -15.8 | 5.7 | 14.4 | 21.0 | -5.9 | 12.6 | 7.1 | -0.6 | 7.9 | 24.7 | 13.4 | -1.9 | 13.4 | 30.8 | -33.9 | 12.2 | -0.4 |
| Sharpe Ratio | NA | 1.28 | 1.76 | 1.08 | 0.29 | 0.59 | NA | 0.43 | 1.16 | 0.92 | 1.28 | -1.1 | 0.54 | 0.76 | 2.79 | -0.72 | 2.51 | 0.81 | -0.07 | 0.75 | 2.6 | 1.19 | -0.11 | 0.82 | 1.42 | -1.31 | 0.7 | -19.18 |
| Draw Down(%) | NA | 7.3 | 7.3 | 11.4 | 25.8 | 25.8 | NA | 47.0 | 11.4 | 5.3 | 8.2 | 21.5 | 6.0 | 22.3 | 3.3 | 13.0 | 1.4 | 7.2 | 8.6 | 7.8 | 5.3 | 10.0 | 18.2 | 13.0 | 20.8 | 39.2 | 8.3 | 0.4 |
| Standard Deviation(%) | NA | 12.1 | 9.6 | 10.4 | 11.6 | 11.3 | NA | 13.8 | 11.4 | 8.8 | 9.5 | 15.8 | 10.4 | 18.7 | 7.0 | 10.2 | 4.8 | 8.5 | 9.8 | 10.5 | 9.5 | 11.3 | 18.3 | 16.2 | 21.7 | 26.5 | 13.0 | 2.2 |
| Treynor Ratio | NA | 0.13 | 0.15 | 0.11 | 0.04 | 0.09 | NA | 0.07 | 0.14 | 0.08 | 0.13 | -0.19 | 0.06 | 0.35 | 0.22 | -0.08 | 0.12 | 0.09 | -0.01 | 0.08 | 0.21 | 0.1 | -0.02 | 0.11 | 0.29 | -0.45 | 0.08 | -0.3 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.03 | 0.03 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | 0.03 | -0.08 | 0.02 | 0.1 |
| Beta | NA | 1.24 | 1.14 | 1.01 | 0.97 | 0.77 | NA | 0.88 | 0.98 | 0.97 | 0.91 | 0.93 | 1.02 | 0.4 | 0.89 | 0.97 | 0.97 | 0.73 | 0.95 | 1.05 | 1.2 | 1.31 | 1.13 | 1.23 | 1.05 | 0.77 | 1.14 | 1.41 |
| RSquared | NA | 0.95 | 0.94 | 0.88 | 0.86 | 0.58 | NA | 0.58 | 0.97 | 0.88 | 0.76 | 0.9 | 0.66 | 0.2 | 0.82 | 0.87 | 0.66 | 0.45 | 0.7 | 0.44 | 0.76 | 0.72 | 0.71 | 0.65 | 0.64 | 0.46 | 0.66 | 1.0 |
| Yield(%) | N/A | 0.0 | 8.2 | 7.3 | 4.6 | 5.0 | 5.9 | N/A | 8.6 | 9.1 | 3.4 | 2.1 | 2.3 | 1.5 | 4.4 | 6.5 | 3.5 | 1.8 | 9.0 | 10.3 | 1.9 | 2.2 | 1.9 | 1.6 | 1.5 | 2.2 | 5.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -2.9 | 237.4 | 69.5 | N/A | N/A | N/A | -2.9 | 199.3 | 31.0 | -5.6 | 71.0 | -59.1 | -40.3 | 102.5 | 102.4 | -81.6 | -15.7 | 571.8 | -2.4 | 8.9 | 31.9 | 37.1 | -55.5 | -54.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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