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BIMPX: BlackRock Moderate Prepared Ptf Instttnl (MUTUAL FUND)
Basic Info 14.64 0(0.0%) June 05
| Asset Class: | Tactical Allocation |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.91% |
| Expenses | 0.61% |
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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 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(%) | -1.6 | 5.0 | 14.7 | 11.2 | 4.1 | 6.2 | 6.6 | 6.0 | 13.4 | 8.8 | 12.1 | -14.8 | 3.8 | 11.2 | 16.7 | -3.8 | 9.7 | 6.3 | 0.3 | 7.5 | 18.4 | 13.1 | -0.3 | 12.8 | 28.0 | -28.4 | 9.9 | -0.4 |
| Sharpe Ratio | NA | 1.04 | 1.65 | 0.96 | 0.17 | 0.54 | NA | 0.46 | 1.26 | 0.74 | 1.02 | -1.3 | 0.48 | 0.8 | 3.35 | -0.75 | 2.5 | 1.06 | 0.03 | 0.95 | 2.48 | 1.56 | -0.03 | 1.04 | 1.65 | -1.44 | 0.7 | -9666.19 |
| Draw Down(%) | NA | 5.7 | 5.7 | 8.2 | 23.0 | 23.0 | NA | 39.5 | 8.2 | 3.8 | 7.5 | 19.3 | 4.7 | 16.7 | 1.8 | 8.8 | 1.5 | 4.4 | 6.1 | 5.6 | 5.0 | 7.2 | 13.8 | 9.4 | 16.4 | 32.9 | 6.4 | 0.4 |
| Standard Deviation(%) | NA | 9.3 | 7.3 | 8.3 | 9.2 | 8.6 | NA | 10.4 | 8.4 | 7.0 | 8.4 | 12.5 | 7.7 | 13.6 | 4.5 | 7.0 | 3.6 | 5.7 | 7.0 | 7.8 | 7.4 | 8.4 | 13.4 | 12.2 | 17.0 | 20.3 | 9.8 | 0.0 |
| Treynor Ratio | NA | 0.15 | 0.22 | 0.17 | 0.04 | 0.14 | NA | 0.13 | 0.25 | 0.11 | 0.2 | -0.36 | 0.08 | 0.84 | 0.5 | -0.14 | 0.24 | 0.2 | 0.01 | 0.17 | 0.32 | 0.24 | -0.01 | 0.24 | 0.59 | -0.91 | 0.14 | -331.74 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.02 | 0.0 | -0.03 | -0.03 | 0.03 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | -0.01 | 0.02 | 0.05 | -0.08 | 0.02 | -0.21 |
| Beta | NA | 0.63 | 0.55 | 0.47 | 0.46 | 0.32 | NA | 0.37 | 0.42 | 0.47 | 0.42 | 0.46 | 0.48 | 0.13 | 0.3 | 0.37 | 0.37 | 0.3 | 0.37 | 0.44 | 0.57 | 0.55 | 0.47 | 0.53 | 0.48 | 0.32 | 0.48 | 0.0 |
| RSquared | NA | 0.89 | 0.83 | 0.72 | 0.71 | 0.46 | NA | 0.5 | 0.88 | 0.72 | 0.43 | 0.78 | 0.66 | 0.11 | 0.7 | 0.84 | 0.48 | 0.47 | 0.67 | 0.42 | 0.73 | 0.7 | 0.68 | 0.61 | 0.58 | 0.42 | 0.63 | 1.0 |
| Yield(%) | N/A | 0.0 | 5.9 | 4.5 | 3.2 | 3.7 | 4.9 | N/A | 6.1 | 3.6 | 3.2 | 2.5 | 2.3 | 1.5 | 3.0 | 7.1 | 2.7 | 1.9 | 9.0 | 11.0 | 7.0 | 1.9 | 2.8 | 2.6 | 2.7 | 3.2 | 3.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 78.0 | 91.6 | 19.7 | N/A | N/A | N/A | 78.0 | 21.4 | 5.9 | 13.3 | 64.8 | -43.5 | -61.9 | 183.0 | 48.8 | -80.7 | -21.6 | 71.0 | 328.0 | -34.8 | 18.2 | 15.1 | -40.1 | -6.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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