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BRMKX: BlackRock Midcap Index Fund Class K Shar (MUTUAL FUND)
Basic Info 17.1 0.37(2.12%) June 05
| Asset Class: | MIDDLE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/14/2015 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 5.82% |
| Expenses | 0.06% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/14/2015 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 10.4 | 20.0 | 16.8 | 6.7 | 10.8 | 9.6 | 10.5 | 15.3 | 17.3 | -18.7 | 18.9 | 15.5 | 30.4 | -9.0 | 18.4 | 13.8 | -6.4 |
| Sharpe Ratio | NA | 1.57 | 1.28 | 0.85 | 0.23 | 0.47 | 0.42 | 0.4 | 0.87 | 0.87 | -0.79 | 1.19 | 0.4 | 2.29 | -0.65 | 2.24 | 0.91 | -0.62 |
| Draw Down(%) | NA | 8.2 | 8.2 | 21.1 | 28.2 | 40.2 | 40.2 | 19.2 | 7.6 | 14.1 | 24.2 | 9.9 | 40.2 | 6.6 | 21.0 | 3.6 | 12.6 | 12.2 |
| Standard Deviation(%) | NA | 15.0 | 13.6 | 15.9 | 18.4 | 19.5 | 19.3 | 19.1 | 13.4 | 15.9 | 25.7 | 15.9 | 37.7 | 12.6 | 16.2 | 8.0 | 14.8 | 16.2 |
| Treynor Ratio | NA | 0.25 | 0.19 | 0.14 | 0.04 | 0.09 | 0.08 | 0.08 | 0.13 | 0.13 | -0.2 | 0.18 | 0.15 | 0.31 | -0.12 | 0.17 | 0.13 | -0.11 |
| Alpha | NA | 0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | -0.02 | -0.03 | 0.0 | -0.04 | -0.01 | 0.0 | -0.02 | -0.02 | 0.0 | -0.03 |
| Beta | NA | 0.93 | 0.91 | 0.93 | 0.99 | 0.99 | 0.99 | 0.94 | 0.88 | 1.07 | 1.03 | 1.07 | 0.99 | 0.94 | 0.88 | 1.08 | 1.08 | 0.94 |
| RSquared | NA | 0.74 | 0.66 | 0.77 | 0.84 | 0.84 | 0.85 | 0.85 | 0.7 | 0.78 | 0.94 | 0.79 | 0.84 | 0.85 | 0.86 | 0.82 | 0.92 | 0.96 |
| Yield(%) | N/A | 0.0 | 5.8 | 6.0 | 3.6 | 5.9 | N/A | 6.2 | 7.0 | 3.4 | 1.4 | 1.3 | 1.6 | 5.0 | 3.4 | 19.3 | 2.4 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | -9.7 | 323.7 | -17.8 | N/A | N/A | -3.9 | 131.5 | 96.7 | 30.4 | -11.0 | -59.4 | 27.9 | -82.8 | 826.5 | 160.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/2015
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