It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
BRGKX: BlckRck Fds III Blk Rk Rssl 1000 Inx Fd (MUTUAL FUND)
Basic Info 46.07 1.23(2.60%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 04/01/2011 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 2.84% |
| Expenses | 0.07% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 7.9 | 24.6 | 21.1 | 12.4 | 14.8 | 13.9 | 13.8 | 17.3 | 24.4 | 26.5 | -19.4 | 25.4 | 20.7 | 31.3 | -4.8 | 21.6 | 11.4 | 0.9 | 13.2 | 32.8 | 16.4 | -5.2 |
| Sharpe Ratio | NA | 1.89 | 2.16 | 1.31 | 0.61 | 0.74 | NA | 0.73 | 0.77 | 1.63 | 1.72 | -0.84 | 1.89 | 0.58 | 2.43 | -0.37 | 3.1 | 0.84 | 0.05 | 1.14 | 2.96 | 1.28 | -0.26 |
| Draw Down(%) | NA | 8.9 | 8.9 | 19.1 | 25.4 | 34.6 | NA | 34.6 | 19.1 | 8.5 | 10.3 | 25.4 | 5.2 | 34.6 | 6.7 | 19.7 | 2.6 | 11.0 | 11.9 | 7.6 | 4.9 | 9.8 | 19.7 |
| Standard Deviation(%) | NA | 13.4 | 11.9 | 15.0 | 17.2 | 18.3 | NA | 17.5 | 18.8 | 12.8 | 13.4 | 24.7 | 13.5 | 34.8 | 12.3 | 16.8 | 6.8 | 13.3 | 15.3 | 11.5 | 11.1 | 12.9 | 26.5 |
| Treynor Ratio | NA | 0.26 | 0.26 | 0.2 | 0.1 | 0.13 | NA | 0.13 | 0.14 | 0.21 | 0.23 | -0.21 | 0.25 | 0.2 | 0.32 | -0.06 | 0.21 | 0.11 | 0.01 | 0.13 | 0.33 | 0.16 | -0.07 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 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 | 0.0 |
| Beta | NA | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.01 | 1.0 | 0.93 | 0.96 | 1.01 | 1.01 | 0.99 | 1.0 | 0.98 | 1.0 | 1.01 |
| RSquared | NA | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | NA | 0.99 | 1.0 | 1.0 | 0.97 | 1.0 | 0.99 | 1.0 | 0.89 | 0.96 | 0.99 | 1.0 | 1.0 | 1.0 | 0.97 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.2 | 1.7 | 1.9 | 1.2 | 1.6 | 1.6 | 3.6 | 2.3 | 3.1 | 4.4 | 5.2 | 3.9 | 5.7 | 3.4 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 128.2 | 13.8 | 23.3 | -3.4 | 9.1 | -41.0 | 46.0 | -13.4 | -22.9 | -20.9 | 46.8 | -15.6 | 91.7 | 149.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500 Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. LargeCap Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
Latest Articles Related to BRGKX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
