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MAPUX: BlackRock Fundamental Gr Princ Prot I (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/27/2002 |
| Last Dividend Date: | 12/11/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 01/05/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/27/2002 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.2 | -2.2 | -0.7 | -0.2 | 0.0 | 0.4 | -18.3 | 14.1 | 2.1 | -0.7 | -4.5 | 10.3 | -1.2 |
| Sharpe Ratio | NA | 0.07 | -0.37 | -0.3 | -0.21 | 0.0 | 0.14 | -1.63 | 0.95 | -0.16 | -0.39 | -0.55 | 1.39 | -2.07 |
| Draw Down(%) | NA | 1.9 | 21.2 | 21.2 | 21.2 | 0.0 | 1.9 | 19.5 | 6.2 | 7.1 | 5.4 | 8.7 | 5.8 | 1.7 |
| Standard Deviation(%) | NA | 1.9 | 9.6 | 8.9 | 8.8 | NA | 1.9 | 11.8 | 11.5 | 8.0 | 7.5 | 9.9 | 6.9 | 6.7 |
| Treynor Ratio | NA | 0.02 | -0.16 | -0.1 | -0.07 | NA | 0.04 | -0.86 | 0.16 | -0.02 | -0.05 | -0.09 | 0.34 | -0.43 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.05 | 0.03 | -0.04 | -0.02 | -0.04 | 0.01 | 0.04 |
| Beta | NA | 0.06 | 0.22 | 0.25 | 0.27 | 0.0 | 0.06 | 0.22 | 0.68 | 0.72 | 0.54 | 0.62 | 0.28 | 0.32 |
| RSquared | NA | 0.74 | 0.48 | 0.46 | 0.44 | 0.0 | 0.74 | 0.61 | 0.9 | 0.82 | 0.55 | 0.49 | 0.5 | 0.7 |
| Yield(%) | N/A | 0.0 | 3.7 | 3.4 | N/A | 0.0 | 0.0 | 3.3 | 7.5 | 6.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 75.0 | N/A | N/A | N/A | -100.0 | -54.1 | 20.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/27/2002
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