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MPHQX: BlackRock bd Fd BlackRock Cl (MUTUAL FUND)
Basic Info 9.86 0.05(0.50%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 12/28/2001 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 4.89% |
| Expenses | 0.75% |
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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 | 20 Yr | Since 12/28/2001 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 0.6 | 6.1 | 4.5 | 0.3 | 1.7 | 2.7 | 3.2 | 2.5 | 8.2 | 1.8 | 6.0 | -14.1 | -1.2 | 4.8 | 9.9 | -0.8 | 4.3 | 3.5 | 0.4 | 8.2 | 0.0 | 10.3 | 4.6 | 8.7 | 9.7 | -16.2 | 17.8 | 4.3 | 2.8 | 2.6 | -1.2 | -9.1 | 0.6 |
| Sharpe Ratio | NA | -0.22 | 0.84 | 0.21 | -0.37 | 0.01 | NA | NA | 0.21 | 1.15 | -0.31 | 0.31 | -2.0 | -0.37 | 0.68 | 2.39 | -0.78 | 1.39 | 1.09 | 0.11 | 3.07 | -0.01 | 3.95 | 1.06 | 1.93 | 1.79 | -2.2 | 1.07 | 0.31 | 0.19 | 0.45 | -0.44 | -0.76 | NA |
| Draw Down(%) | NA | 3.3 | 3.3 | 6.9 | 19.7 | 21.8 | NA | NA | 23.0 | 3.0 | 4.3 | 8.1 | 18.3 | 3.2 | 9.9 | 2.1 | 3.0 | 1.2 | 3.6 | 2.7 | 1.2 | 5.2 | 1.2 | 2.0 | 3.9 | 6.5 | 23.0 | 2.7 | 1.6 | 2.5 | 4.7 | 5.4 | 14.3 | 0.0 |
| Standard Deviation(%) | NA | 4.6 | 4.1 | 5.7 | 6.2 | 5.2 | NA | NA | 5.9 | 4.7 | 5.7 | 7.7 | 7.8 | 3.2 | 6.8 | 3.5 | 2.8 | 2.7 | 3.0 | 3.6 | 2.7 | 3.4 | 2.6 | 4.3 | 4.4 | 5.4 | 7.8 | 13.7 | 2.9 | 2.9 | 3.6 | 4.2 | 13.5 | 0.0 |
| Treynor Ratio | NA | -0.01 | 0.04 | 0.01 | -0.02 | 0.0 | NA | NA | 0.02 | 0.06 | -0.02 | 0.03 | -0.18 | -0.02 | 0.05 | 0.09 | -0.03 | 0.04 | 0.05 | 0.0 | 0.11 | 0.0 | 0.14 | 0.07 | 0.11 | 0.15 | -0.28 | 0.21 | 0.01 | 0.01 | 0.02 | -0.03 | -0.13 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.06 | 0.05 | 0.0 | 0.0 | 0.0 | -0.02 | -0.07 | NA |
| Beta | NA | 0.93 | 0.91 | 0.96 | 0.93 | 0.92 | NA | NA | 0.79 | 0.92 | 1.0 | 0.96 | 0.89 | 0.77 | 0.95 | 0.96 | 0.82 | 0.84 | 0.69 | 0.78 | 0.76 | 0.81 | 0.72 | 0.68 | 0.76 | 0.63 | 0.61 | 0.71 | 0.75 | 0.64 | 0.69 | 0.66 | 0.77 | NA |
| RSquared | NA | 0.9 | 0.88 | 0.91 | 0.92 | 0.84 | NA | NA | 0.44 | 0.91 | 0.94 | 0.92 | 0.95 | 0.83 | 0.54 | 0.81 | 0.6 | 0.78 | 0.71 | 0.85 | 0.75 | 0.81 | 0.72 | 0.61 | 0.79 | 0.66 | 0.37 | 0.05 | 0.88 | 0.69 | 0.83 | 0.66 | 0.1 | 0.0 |
| Yield(%) | N/A | 1.8 | 4.8 | 4.7 | 3.4 | 3.2 | 3.5 | 3.5 | N/A | 5.0 | 4.8 | 4.2 | 2.6 | 2.0 | 2.3 | 3.4 | 3.3 | 3.3 | 2.9 | 3.4 | 4.0 | 3.6 | 4.2 | 4.1 | 3.3 | 0.0 | 0.0 | 3.1 | 4.5 | 4.6 | 2.4 | 0.0 | 0.0 | 0.3 |
| Dividend Growth(%) | N/A | -62.3 | -2.8 | 63.1 | 16.8 | 13.6 | N/A | N/A | N/A | 2.2 | 14.1 | 37.7 | 23.5 | -10.2 | -28.9 | 1.2 | 1.4 | 12.9 | -17.1 | -12.4 | 9.0 | -10.2 | 2.0 | 31.0 | N/A | N/A | -100.0 | -31.3 | -4.6 | 95.9 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2001
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