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BMSIX: BlackRock Secured Credit Portfolio Fd Cl (MUTUAL FUND)
Basic Info 8.98 0.03(0.33%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 03/02/2010 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 5.21% |
| Expenses | 0.89% |
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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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 0.1 | 5.5 | 7.2 | 1.9 | 3.7 | 4.1 | 4.3 | 8.4 | 6.1 | 9.4 | -9.4 | -2.0 | 7.0 | 12.1 | -1.0 | 5.6 | 7.3 | 0.4 | 2.5 | 5.8 | 9.8 | 3.5 | 6.8 |
| Sharpe Ratio | NA | -0.64 | 1.0 | 1.15 | -0.17 | 0.49 | NA | 0.89 | 1.97 | 0.73 | 1.33 | -2.14 | -0.74 | 0.73 | 5.4 | -1.06 | 2.76 | 2.72 | 0.16 | 0.95 | 2.88 | 4.56 | 1.13 | 2.31 |
| Draw Down(%) | NA | 2.5 | 2.5 | 2.6 | 17.4 | 18.6 | NA | 18.6 | 2.2 | 1.8 | 3.2 | 13.7 | 4.6 | 18.6 | 0.4 | 3.2 | 1.0 | 1.7 | 3.6 | 3.2 | 2.7 | 0.9 | 1.7 | 2.7 |
| Standard Deviation(%) | NA | 3.4 | 2.9 | 3.4 | 3.9 | 4.2 | NA | 3.7 | 2.8 | 3.4 | 4.3 | 5.1 | 2.8 | 9.2 | 2.0 | 2.2 | 1.8 | 2.6 | 2.4 | 2.6 | 2.0 | 2.2 | 3.1 | 3.5 |
| Treynor Ratio | NA | -0.03 | 0.05 | 0.07 | -0.01 | 0.05 | NA | 0.08 | 0.12 | 0.05 | 0.12 | -0.23 | -0.31 | 0.09 | 0.48 | -0.1 | 0.18 | 1.16 | -0.19 | -0.41 | 0.42 | 0.29 | 0.06 | 0.11 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | NA | 0.01 | 0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.01 | 0.03 | -0.01 | 0.02 | 0.03 | 0.0 | 0.01 | 0.02 | 0.03 | 0.0 | 0.02 |
| Beta | NA | 0.69 | 0.56 | 0.53 | 0.47 | 0.46 | NA | 0.41 | 0.47 | 0.54 | 0.49 | 0.47 | 0.07 | 0.74 | 0.22 | 0.24 | 0.27 | 0.06 | -0.02 | -0.06 | 0.14 | 0.33 | 0.54 | 0.72 |
| RSquared | NA | 0.69 | 0.58 | 0.7 | 0.54 | 0.29 | NA | 0.26 | 0.58 | 0.76 | 0.68 | 0.5 | 0.01 | 0.16 | 0.16 | 0.09 | 0.2 | 0.01 | 0.0 | 0.0 | 0.05 | 0.19 | 0.59 | 0.75 |
| Yield(%) | N/A | 2.1 | N/A | N/A | N/A | N/A | N/A | N/A | 5.8 | 6.0 | 6.0 | 3.9 | 3.4 | 4.3 | 5.3 | 4.9 | 4.1 | 4.3 | 4.2 | 4.7 | 4.7 | 7.4 | 5.5 | 3.8 |
| Dividend Growth(%) | N/A | -63.3 | N/A | N/A | N/A | N/A | N/A | N/A | -2.7 | 2.3 | 35.6 | 8.4 | -19.8 | -13.2 | 1.3 | 21.3 | 0.0 | -2.8 | -11.9 | -0.6 | -33.8 | 29.6 | 49.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2010
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See Multisector Bond Asset Class Trend Rankings |
Top Rated Funds in Multisector Bond
Best Mutual Funds
- CPMPX (CHANGING PARAMETERS FUND CHANGING PARAMETERS FUND) 0.28% (89%)
- SIRIX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I) 0.0% (88%)
- ANGLX (ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A) 0.23% (87%)
- ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) 0.23% (86%)
- OSTIX (OSTERWEIS STRATEGIC INCOME FUND INVESTOR CLASS) 0.18% (86%)
- OSIYX (Oppenheimer Strategic Income Fund Cl Y) 1.59% (85%)
- RPSIX (SPECTRUM INCOME FUND SPECTRUM INCOME FUND) 0.27% (84%)
- FKSAX (FRANKLIN STRATEGIC INCOME FUND ADVISOR CLASS) 0.36% (84%)
- FSRIX (FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I) 0.73% (83%)
- LSIZX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Z) 0.28% (83%)
Best Closed End Funds
- AWF (AllianceBernstein Global High Income Closed Fund) 0.69% (100%)
- GOF (Guggenheim Strategic Opportunities Closed Fund) 0.72% (99%)
- EVV (Eaton Vance Limited Duration IF) 0.32% (99%)
- EVG (Eaton Vance Short Duration Diversified Income Closed Fund) 0.28% (98%)
- ERC (Allspring Multi Sector Income Fund) 0.56% (98%)
- FMY (First Trust Mortgage Income Fund) 0.0% (97%)
- FTF (Franklin Templeton Limited Duration) 0.69% (97%)
- JHS (John Hancock Income Securities Closed Fund) 0.81% (96%)
- JHI (John Hancock Investors Closed Fund) 1.87% (96%)
- MCR (MFS Charter Income Trust) 0.34% (95%)
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