Investment options of BLACKROCK RETIREMENT SAVINGS PLAN
Total Available Funds: 85
| Investment Option List |
|---|
| BlackRock, Inc. common stock Common stock $ – (FMIMX) |
| The PNC Financial Services Group, Inc. common stock Common stock |
| BlackRock Emerging Markets Index F Collective trust (MADCX) |
| BlackRock Active Stock Fund Collective trust |
| BlackRock Russell 1000 Fund Collective trust (CIRPX) |
| BlackRock US Debt Index Fund Collective trust (XDSUX) |
| BlackRock US TIPS Fund Collective trust |
| BlackRock LifePath Paycheck 40/60 Collective trust |
| BlackRock LifePath Paycheck 50/50 Collective trust |
| BlackRock LifePath Paycheck 2018 Collective trust |
| BlackRock LifePath Paycheck 2021 Collective trust |
| BlackRock LifePath Paycheck 2024 Collective trust |
| BlackRock LifePath Paycheck 2027 Collective trust |
| BlackRock LifePath Paycheck 2030 Collective trust (STLDX) |
| BlackRock LifePath Paycheck 2033 Collective trust |
| BlackRock LifePath Paycheck 2035 Collective trust (LPJCX) |
| BlackRock LifePath Paycheck 2040 Collective trust (STLEX) |
| BlackRock LifePath Paycheck 2045 Collective trust (LPHRX) |
| BlackRock LifePath Paycheck 2050 Collective trust (LPRFX) |
| BlackRock LifePath Paycheck 2055 Collective trust (LEVAX) |
| BlackRock LifePath Paycheck 2060 Collective trust (BAPAX) |
| BlackRock LifePath Paycheck 2065 Collective trust (LIWAX) |
| BlackRock MSCI ACWI EX US CL F Collective trust |
| BlackRock Equity Dividend Collective trust (MADVX) |
| Blackrock Global Allocation CT Fund Collective trust (MGJAX) |
| Blackrock Short-Term Investment Fund Collective trust (VFSTX) |
| BlackRock Russell 2000 Alpha F Collective trust |
| BlackRock Strategic Income Opportunities Fund Collective trust (BSIKX) |
| Novo Nordisk A/S Common stock 32,918 shares |
| Adidas AG Common stock 6,913 shares (FMIMX) |
| Industria de Diseño Textil SA Common stock 18,820 shares |
| Spotify Technology SA Common stock 2,482 shares |
| AstraZeneca PLC Common stock 24,348 shares (FMIMX) |
| Adobe Inc Common stock 4,113 shares (FMIMX) |
| Advanced Micro Devices Inc Common stock 23,994 shares |
| Airbnb Inc Class A Common stock 15,814 shares (FMIMX) |
| Alphabet Inc Class C Common stock 28,597 shares (FMIMX) |
| Alphabet Inc Class A Common stock 28,829 shares (FMIMX) |
| Amazon.com Inc Common stock 92,394 shares (FMIMX) |
| Analog Devices Inc Common stock 5,263 shares (FMIMX) |
| Apple Inc Common stock 62,240 shares (FMIMX) |
| Applovin Corp Class A Common stock 2,126 shares (FMIMX) |
| Boeing Co Common stock 20,690 shares (FMIMX) |
| Broadcom Inc Common stock 53,895 shares (FMIMX) |
| Cadence Design Systems Inc Common stock 11,196 shares |
| Costco Wholesale Corp Common stock 4,946 shares (FMIMX) |
| Crowdstrike Holdings Inc Class A Common stock 8,684 shares (FMIMX) |
| Datadog Inc Class A Common stock 12,164 shares (FMIMX) |
| DexCom Inc Common stock 17,102 shares (FMIMX) |
| Eaton Corporation PLC Common stock 6,283 shares (FMIMX) |
| Edwards Lifesciences Corp Common stock 15,633 shares (FMIMX) |
| Eli Lilly And Co Common stock 7,433 shares (FMIMX) |
| Flutter Entertainment PLC Common stock 2,562 shares |
| GE Aerospace Common stock 14,572 shares (FMIMX) |
| Goldman Sachs Group Inc Common stock 1,855 shares (FMIMX) |
| Hilton Worldwide Holdings Inc Common stock 6,888 shares |
| Home Depot Inc Common stock 2,923 shares (FMIMX) |
| Intuitive Surgical Inc Common stock 4,769 shares (FMIMX) |
| Marriott International Inc Class A Common stock 4,759 shares (FMIMX) |
| Mastercard Inc Class A Common stock 11,182 shares (FMIMX) |
| MercadoLibre Inc Common stock 1,094 shares (FMIMX) |
| Meta Platforms Inc Class A Common stock 21,592 shares (FMIMX) |
| Microsoft Corp Common stock 35,657 shares (FMIMX) |
| Moody's Corp Common stock 4,443 shares (FMIMX) |
| Netflix Inc Common stock 10,260 shares (FMIMX) |
| NVIDIA Corp Common stock 160,010 shares (FMIMX) |
| O'Reilly Automotive Inc Common stock 1,898 shares |
| Palo Alto Networks Inc Common stock 7,964 shares |
| Progressive Corp Common stock 7,890 shares (FMIMX) |
| Salesforce Inc Common stock 8,653 shares (FMIMX) |
| ServiceNow Inc Common stock 2,875 shares (FMIMX) |
| Snowflake Inc Class A Common stock 11,477 shares (FMIMX) |
| Tesla Inc Common stock 17,645 shares (FMIMX) |
| Trade Desk Inc Class A Common stock 20,875 shares (FMIMX) |
| TJX Companies Inc Common stock 14,569 shares (FMIMX) |
| Uber Technologies Inc Common stock 42,719 shares (FMIMX) |
| Vertex Pharmaceuticals Inc Common stock 7,683 shares (FMIMX) |
| Vertiv Holdings Co Common stock 12,908 shares (FMIMX) |
| Visa Inc Class A Common stock 15,252 shares (FMIMX) |
| Walmart Inc Common stock 34,009 shares (FMIMX) |
| Walt Disney Co Common stock 35,649 shares (FMIMX) |
| Nt Collective Short Term Invt Fd Collective trust 2,179,239 shares |
| American Euro Pacific Registered investment company |
| Mirova global sustainable equity fund Y Registered investment company (ESGCX) |
| Notes receivable from participants 8.50%) |
Investment model portfolios
We provide two types of investment model portfolios for BLACKROCK RETIREMENT SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Example model portfolios
The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.
Strategic Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 21.86% | 1.99% | 6.54% | 4.97% | 6.13% | 5.89% | … | … |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 37.82% | 8.86% | 15.20% | 12.89% | 14.04% | 10.46% | … | … |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | 22.89% | 2.25% | 6.63% | 6.01% | 7.19% | 6.10% | … | … |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | BLACKROCK RET… Moderate | -0.87 | 21.86 | 1.99 | 6.54 | 4.97 | 6.13 | 5.89 | … | … | NA | 0.38 | 8.07 | 13.61 | -15.00 | 4.26 | 19.50 | 17.18 | -6.24 | 7.65 | 5.94 | -2.50 | 2.56 | 12.44 | 12.97 | -2.09 | 12.07 | 28.81 | -23.61 | 8.20 | 8.35 | 9.57 | 12.24 | 19.12 | -6.87 | 2.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | -1.79 | 37.82 | 8.86 | 15.20 | 12.89 | 14.04 | 10.46 | … | … | NA | 17.72 | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA…R SHARES) | -1.02 | 22.89 | 2.25 | 6.63 | 6.01 | 7.19 | 6.10 | … | … | NA | 16.26 | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | BLACKROCK RET… Moderate | NA | 0.33 | -0.22 | 0.25 | 0.32 | NA | NA | … | … | NA | 0.04 | 0.19 | 1.18 | -1.17 | 0.48 | 1.22 | 2.24 | -0.76 | 1.07 | 0.64 | -0.28 | 0.40 | 1.84 | 1.48 | -0.14 | 0.97 | 1.80 | -1.12 | 0.54 | 0.67 | 1.17 | 1.52 | 2.15 | -0.71 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 1.93 | 1.17 | 0.67 | 0.76 | NA | NA | … | … | 1.44 | 0.80 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA…R SHARES) | NA | 1.89 | 1.14 | 0.44 | 0.66 | NA | NA | … | … | 1.44 | 1.36 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | BLACKROCK RET… Moderate | NA | 7.93 | 10.37 | 11.44 | 10.00 | NA | NA | … | … | NA | 8.03 | 7.97 | 7.94 | 13.97 | 8.90 | 15.85 | 7.04 | 9.89 | 6.54 | 8.92 | 8.93 | 6.40 | 6.75 | 8.72 | 14.85 | 12.31 | 15.91 | 21.92 | 9.72 | 7.55 | 6.34 | 7.43 | 8.58 | 11.17 | 11.30 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 12.51 | 14.97 | 16.98 | 18.16 | NA | NA | … | … | 14.30 | 18.66 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA…R SHARES) | NA | 8.72 | 9.05 | 10.10 | 10.35 | NA | NA | … | … | 10.68 | 9.89 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | BLACKROCK RET… Moderate | NA | 5.12 | 21.74 | 22.61 | 22.61 | NA | NA | … | … | NA | 0.67 | 5.10 | 6.85 | 21.74 | 6.19 | 21.03 | 3.81 | 13.48 | 6.26 | 8.06 | 10.05 | 5.60 | 6.61 | 7.81 | 14.39 | 10.14 | 14.13 | 34.02 | 8.07 | 8.41 | 4.52 | 7.40 | 7.63 | 16.05 | 15.33 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 8.92 | 18.76 | 24.59 | 33.83 | NA | NA | … | … | 8.92 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA…R SHARES) | NA | 6.64 | 9.62 | 22.29 | 22.43 | NA | NA | … | … | 6.64 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | BLACKROCK RET… Moderate | NA | 2.95 | 2.88 | 3.08 | 2.92 | NA | NA | … | … | NA | NA | 0.81 | 2.90 | 3.03 | 2.17 | 4.16 | 2.14 | 4.02 | 0.50 | 2.49 | 4.26 | 2.67 | 2.50 | 2.27 | 2.01 | 2.31 | 1.94 | 3.09 | 5.98 | 6.31 | 2.54 | 2.46 | 2.05 | 2.12 | 3.74 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | 0.00 | 1.18 | 1.55 | 1.54 | 2.82 | 3.93 | 3.53 | … | … | 0.27 | 1.20 | 1.41 | 1.69 | 1.26 | 1.48 | 2.12 | 2.28 | 1.81 | 2.00 | 2.14 | 1.97 | 1.96 | 2.19 | 2.30 | 1.92 | 1.88 | 2.45 | 1.88 | 1.91 | 1.83 | 1.79 | 1.91 | 1.71 | 1.28 | 1.08 | 0.97 | 2.11 | 1.93 | 2.77 | 2.64 | 3.14 | 3.13 | 3.83 | 3.10 | 5.86 | 3.71 | 4.46 | 4.31 | 2.79 | 3.90 | 4.71 | 4.49 | 5.04 | 5.34 | 4.64 | 5.79 | 0.00 | |
| VSMGX (VANGUA…R SHARES) | 0.00 | 5.50 | 5.91 | 4.38 | 4.62 | 4.42 | 4.27 | … | … | 0.00 | 5.80 | 7.43 | 4.45 | 2.18 | 4.11 | 3.77 | 2.85 | 2.41 | 2.40 | 2.34 | 2.10 | 2.20 | 2.14 | 2.47 | 2.22 | 2.38 | 2.79 | 2.66 | 3.04 | 2.89 | 2.53 | 3.74 | 2.48 | 2.67 | 2.88 | 6.36 | 5.93 | 7.27 | 3.78 | 3.63 | 3.65 | 2.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 10/31/2024, Common starting date is 12/31/2000
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.58% | -0.10% | 4.77% | 3.33% | 3.82% | 6.21% | … | … |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 37.82% | 8.86% | 15.20% | 12.89% | 14.04% | 10.46% | … | … |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | 22.89% | 2.25% | 6.63% | 6.01% | 7.19% | 6.10% | … | … |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | BLACKROCK RET… Moderate | -1.03 | 21.58 | -0.10 | 4.77 | 3.33 | 3.82 | 6.21 | … | … | NA | 0.53 | 8.84 | 6.86 | -14.37 | 4.44 | 18.67 | 1.37 | -5.36 | 15.13 | 5.77 | -6.17 | 0.79 | 14.00 | 8.16 | -1.64 | 0.79 | 19.57 | -4.78 | 18.40 | 16.77 | 15.32 | 13.61 | 17.57 | 2.52 | 7.46 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | -1.79 | 37.82 | 8.86 | 15.20 | 12.89 | 14.04 | 10.46 | … | … | NA | 17.72 | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA…R SHARES) | -1.02 | 22.89 | 2.25 | 6.63 | 6.01 | 7.19 | 6.10 | … | … | NA | 16.26 | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | BLACKROCK RET… Moderate | NA | 0.38 | -0.41 | 0.19 | 0.19 | NA | NA | … | … | NA | 0.04 | 0.24 | 0.33 | -1.62 | 0.45 | 1.89 | -0.01 | -0.88 | 2.62 | 0.98 | -1.14 | 0.13 | 2.18 | 1.42 | -0.16 | 0.06 | 1.91 | -1.04 | 1.15 | 1.30 | 1.90 | 1.41 | 3.31 | 0.34 | 1.49 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 1.93 | 1.17 | 0.67 | 0.76 | NA | NA | … | … | 1.44 | 0.80 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA…R SHARES) | NA | 1.89 | 1.14 | 0.44 | 0.66 | NA | NA | … | … | 1.44 | 1.36 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | BLACKROCK RET… Moderate | NA | 9.26 | 9.06 | 9.36 | 7.84 | NA | NA | … | … | NA | 10.63 | 9.28 | 7.93 | 9.75 | 9.88 | 9.73 | 5.12 | 7.57 | 5.53 | 5.70 | 5.42 | 6.10 | 6.42 | 5.72 | 10.66 | 10.91 | 10.22 | 5.49 | 13.36 | 10.37 | 6.93 | 9.00 | 5.10 | 4.17 | 3.47 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 12.51 | 14.97 | 16.98 | 18.16 | NA | NA | … | … | 14.30 | 18.66 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA…R SHARES) | NA | 8.72 | 9.05 | 10.10 | 10.35 | NA | NA | … | … | 10.68 | 9.89 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | BLACKROCK RET… Moderate | NA | 6.48 | 18.75 | 21.83 | 21.83 | NA | NA | … | … | NA | 0.91 | 6.47 | 7.35 | 14.78 | 6.12 | 8.48 | 5.37 | 11.97 | 2.17 | 4.23 | 8.21 | 6.12 | 4.92 | 4.52 | 11.34 | 10.86 | 5.50 | 6.65 | 10.76 | 14.66 | 5.95 | 10.43 | 2.02 | 4.35 | 2.23 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 8.92 | 18.76 | 24.59 | 33.83 | NA | NA | … | … | 8.92 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA…R SHARES) | NA | 6.64 | 9.62 | 22.29 | 22.43 | NA | NA | … | … | 6.64 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | BLACKROCK RET… Moderate | NA | 3.47 | 3.63 | 3.71 | 3.15 | NA | NA | … | … | NA | NA | 0.99 | 3.02 | 2.78 | 4.29 | 5.49 | 2.53 | 2.97 | 0.54 | 2.90 | 2.57 | 3.83 | 2.04 | 3.41 | 2.37 | 1.73 | 2.63 | 3.17 | 13.40 | 10.45 | 3.06 | 1.58 | 3.41 | 2.45 | 5.26 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | 0.00 | 1.18 | 1.55 | 1.54 | 2.82 | 3.93 | 3.53 | … | … | 0.27 | 1.20 | 1.41 | 1.69 | 1.26 | 1.48 | 2.12 | 2.28 | 1.81 | 2.00 | 2.14 | 1.97 | 1.96 | 2.19 | 2.30 | 1.92 | 1.88 | 2.45 | 1.88 | 1.91 | 1.83 | 1.79 | 1.91 | 1.71 | 1.28 | 1.08 | 0.97 | 2.11 | 1.93 | 2.77 | 2.64 | 3.14 | 3.13 | 3.83 | 3.10 | 5.86 | 3.71 | 4.46 | 4.31 | 2.79 | 3.90 | 4.71 | 4.49 | 5.04 | 5.34 | 4.64 | 5.79 | 0.00 | |
| VSMGX (VANGUA…R SHARES) | 0.00 | 5.50 | 5.91 | 4.38 | 4.62 | 4.42 | 4.27 | … | … | 0.00 | 5.80 | 7.43 | 4.45 | 2.18 | 4.11 | 3.77 | 2.85 | 2.41 | 2.40 | 2.34 | 2.10 | 2.20 | 2.14 | 2.47 | 2.22 | 2.38 | 2.79 | 2.66 | 3.04 | 2.89 | 2.53 | 3.74 | 2.48 | 2.67 | 2.88 | 6.36 | 5.93 | 7.27 | 3.78 | 3.63 | 3.65 | 2.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 10/31/2024, Common starting date is 12/31/2000
Retirement Plan (401(k)) Info for BLACKROCK RETIREMENT SAVINGS PLAN
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