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SSGPX: BLACKROCK ENERGY & RESOURCES PORTFOLIO INVESTOR B (MUTUAL FUND)
Basic Info
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 08/17/2001 |
| Last Dividend Date: | 12/13/2012 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.08% |
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Performance Analytics (As of 02/01/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/17/2001 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -4.7 | -7.0 | -9.6 | -7.0 | 6.0 | 5.3 | 0.0 | -7.0 | 31.5 | -38.8 | -26.3 | 12.8 | -10.8 | -15.4 | 22.7 | 77.4 | -53.7 | 30.8 | 4.3 | 55.7 | 46.7 | 59.2 | 4.4 | -4.9 |
| Sharpe Ratio | NA | -0.27 | -0.26 | -0.37 | -0.19 | NA | 0.13 | 0.0 | -0.38 | 0.95 | -1.18 | -1.08 | 0.68 | -0.38 | -0.38 | 0.72 | 1.61 | -0.74 | 1.16 | 0.03 | 2.14 | 2.17 | 4.23 | 0.15 | -0.54 |
| Draw Down(%) | NA | 24.0 | 54.0 | 68.6 | 78.2 | NA | 78.2 | 0.0 | 26.1 | 18.6 | 46.9 | 43.0 | 11.8 | 34.7 | 42.2 | 24.5 | 30.3 | 75.0 | 18.0 | 28.2 | 16.3 | 12.5 | 7.2 | 28.0 | 21.6 |
| Standard Deviation(%) | NA | 19.7 | 28.7 | 26.6 | 38.3 | NA | 33.2 | NA | 20.3 | 32.9 | 33.0 | 24.4 | 18.8 | 28.6 | 40.7 | 31.6 | 48.0 | 73.6 | 24.0 | 28.2 | 25.0 | 21.1 | 13.8 | 21.4 | 28.0 |
| Treynor Ratio | NA | -0.04 | -0.06 | -0.08 | -0.06 | NA | 0.04 | NA | -0.05 | 0.25 | -0.31 | -0.2 | 0.1 | -0.08 | -0.13 | 0.18 | 0.63 | -0.47 | 0.27 | 0.01 | 0.48 | 0.37 | 0.65 | 0.04 | -0.17 |
| Alpha | NA | -0.07 | -0.05 | -0.04 | -0.03 | NA | -0.02 | 0.0 | -0.04 | -0.03 | -0.07 | -0.04 | -0.03 | -0.05 | -0.05 | 0.02 | 0.08 | -0.02 | -0.02 | -0.06 | 0.02 | 0.0 | 0.08 | 0.02 | -0.08 |
| Beta | NA | 1.33 | 1.28 | 1.28 | 1.22 | NA | 1.17 | 0.0 | 1.49 | 1.27 | 1.26 | 1.29 | 1.25 | 1.42 | 1.23 | 1.23 | 1.22 | 1.17 | 1.03 | 1.2 | 1.12 | 1.23 | 0.89 | 0.78 | 0.91 |
| RSquared | NA | 0.82 | 0.92 | 0.91 | 0.91 | NA | 0.89 | 0.0 | 0.92 | 0.95 | 0.93 | 0.91 | 0.82 | 0.89 | 0.89 | 0.89 | 0.92 | 0.91 | 0.88 | 0.89 | 0.89 | 0.81 | 0.68 | 0.78 | 0.82 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 2.1 | 16.5 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 3.6 | 0.6 | 0.0 | 18.1 | 20.1 | 30.0 | 21.0 | 5.7 | 2.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -96.9 | 638.1 | N/A | -100.0 | 5.8 | -54.2 | 107.7 | 398.9 | 286.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/17/2001
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