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BLDPX: BlackRock Low Duration Bond Por (MUTUAL FUND)
Basic Info 9.07 0.02(0.22%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 07/22/2011 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.82% |
| Expenses | 1.40% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 0.0 | 3.4 | 4.7 | 1.6 | 1.8 | 1.6 | 5.7 | 4.8 | 5.1 | -6.0 | -0.9 | 3.0 | 4.3 | 0.5 | 1.5 | 1.3 | 0.2 | 0.9 | 0.6 | 4.4 | -0.8 |
| Sharpe Ratio | NA | -1.13 | 0.4 | 0.65 | -0.39 | 0.07 | 0.27 | 1.48 | 0.55 | 0.5 | -2.65 | -1.23 | 0.83 | 1.99 | -0.77 | 0.83 | 0.98 | 0.21 | 0.81 | 0.47 | 3.73 | -1.23 |
| Draw Down(%) | NA | 1.5 | 1.5 | 1.5 | 8.2 | 8.3 | 8.3 | 1.0 | 1.0 | 1.5 | 7.2 | 1.3 | 7.3 | 0.6 | 0.6 | 0.4 | 0.6 | 0.7 | 0.6 | 1.8 | 0.5 | 1.9 |
| Standard Deviation(%) | NA | 2.1 | 1.9 | 2.2 | 2.3 | 2.1 | 1.8 | 1.9 | 2.2 | 3.0 | 2.8 | 0.8 | 3.3 | 1.4 | 1.1 | 1.0 | 1.1 | 1.0 | 1.1 | 1.2 | 1.2 | 1.4 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.02 | -0.01 | 0.0 | 0.01 | 0.04 | 0.02 | 0.02 | -0.11 | -0.04 | 0.03 | 0.05 | -0.02 | 0.02 | 0.02 | 0.01 | 0.02 | 0.01 | 0.08 | -0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 0.74 | 0.72 | 0.7 | 0.69 | 0.7 | 0.67 | 0.67 | 0.71 | 0.75 | 0.66 | 0.26 | 0.97 | 0.59 | 0.57 | 0.44 | 0.45 | 0.36 | 0.44 | 0.44 | 0.56 | 0.55 |
| RSquared | NA | 0.73 | 0.74 | 0.78 | 0.77 | 0.7 | 0.64 | 0.78 | 0.81 | 0.82 | 0.74 | 0.22 | 0.74 | 0.5 | 0.47 | 0.34 | 0.43 | 0.37 | 0.32 | 0.27 | 0.34 | 0.44 |
| Yield(%) | N/A | 1.3 | N/A | N/A | N/A | N/A | N/A | 4.2 | 4.0 | 3.6 | 1.7 | 0.7 | 1.6 | 2.2 | 2.0 | 1.7 | 1.1 | 1.3 | 1.6 | 1.4 | 1.9 | 0.5 |
| Dividend Growth(%) | N/A | -67.4 | N/A | N/A | N/A | N/A | N/A | 4.1 | 15.0 | 88.6 | 135.2 | -53.0 | -26.7 | 9.6 | 17.4 | 50.9 | -13.8 | -21.2 | 14.7 | -24.4 | 291.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/2011
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