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BRGNX: BlckRck FdsIII Rssll 1000 Inx Fd Inst Sh (MUTUAL FUND)
Basic Info 46.28 1.24(2.61%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 04/07/2011 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 2.77% |
| Expenses | 0.07% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 7.9 | 24.6 | 21.1 | 12.2 | 14.7 | 13.8 | 13.6 | 17.2 | 24.4 | 26.4 | -19.4 | 25.3 | 20.6 | 31.3 | -4.9 | 21.5 | 11.4 | 0.8 | 13.1 | 33.2 | 16.3 | -5.3 |
| Sharpe Ratio | NA | 1.21 | 1.79 | 1.19 | 0.56 | 0.72 | NA | 0.71 | 0.77 | 1.62 | 1.71 | -0.85 | 1.89 | 0.58 | 2.43 | -0.37 | 3.06 | 0.84 | 0.05 | 1.13 | 2.99 | 1.27 | -0.27 |
| Draw Down(%) | NA | 8.9 | 8.9 | 19.2 | 25.4 | 34.6 | NA | 34.6 | 19.2 | 8.5 | 10.3 | 25.4 | 5.2 | 34.6 | 6.6 | 19.7 | 2.7 | 10.9 | 11.9 | 7.6 | 4.9 | 9.8 | 19.7 |
| Standard Deviation(%) | NA | 13.9 | 12.2 | 15.0 | 17.2 | 18.3 | NA | 17.5 | 18.8 | 12.8 | 13.4 | 24.7 | 13.4 | 34.8 | 12.2 | 16.8 | 6.8 | 13.3 | 15.4 | 11.5 | 11.1 | 12.9 | 26.8 |
| Treynor Ratio | NA | 0.17 | 0.22 | 0.18 | 0.1 | 0.13 | NA | 0.12 | 0.14 | 0.21 | 0.23 | -0.21 | 0.25 | 0.2 | 0.32 | -0.07 | 0.21 | 0.11 | 0.01 | 0.13 | 0.34 | 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 | 1.0 | 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 | 3.1 | 1.6 | 1.8 | 1.1 | 1.5 | 1.6 | 3.5 | 2.2 | 3.0 | 4.4 | 5.2 | 3.9 | 5.7 | 3.3 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 133.1 | 13.2 | 23.2 | -3.0 | 8.6 | -41.9 | 46.5 | -13.9 | -23.7 | -20.6 | 47.6 | -16.1 | 93.1 | 153.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2011
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