Nasdaq - Delayed Quote
USD
BlackRock Low Duration Bond Instl (BFMSX)
8.95
0.00
(0.00%)
At close: 8:07:03 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.26% |
|---|---|
| 5y Average Return | 2.60% |
| Number of Years Up | 30 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 30, 2026) | 6.21% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 6.21% |
| Worst 3Y Total Return | -0.56% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BFMSX
Category
- YTD
- 0.71%
- 0.44%
- 1-Month
- -0.82%
- 0.02%
- 3-Month
- -0.36%
- 0.56%
- 1-Year
- 2.00%
- 2.65%
- 3-Year
- 5.13%
- 3.38%
- 5-Year
- 2.40%
- 2.40%
- 10-Year
- 2.36%
- 2.01%
- Last Bull Market
- 4.72%
- 2.63%
- Last Bear Market
- -1.78%
- -0.33%
Annual Total Return (%) History
Year
BFMSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.14% | 0.94% | -0.36% | -- |
|
2025
|
1.55% | 1.83% | 1.41% | 1.28% |
|
2024
|
0.76% | 1.17% | 3.17% | 0.02% |
|
2023
|
1.83% | -0.25% | 0.82% | 3.29% |
|
2022
|
-3.09% | -1.78% | -1.23% | 1.33% |
|
2021
|
0.23% | 0.21% | -0.01% | -0.67% |
|
2020
|
-3.08% | 4.46% | 1.14% | 1.05% |
|
2019
|
1.78% | 1.53% | 0.75% | 0.59% |
|
2018
|
-0.09% | 0.20% | 0.54% | 0.46% |
|
2017
|
0.72% | 0.62% | 0.57% | 0.04% |
Rank in Category (By Total Return)
| YTD | 32 |
| 1-Month | 41 |
|---|---|
| 3-Month | 30 |
| 1-Year | 26 |
| 3-Year | 30 |
| 5-Year | 41 |
Load Adjusted Returns
| 1-Year | 2.00% |
| 3-Year | 5.13% |
|---|---|
| 5-Year | 2.40% |
| 10-Year | 2.36% |
Performance & Risk
| YTD Return | 1.26% |
| 5y Average Return | 2.60% |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.29 |
| Morningstar Risk Rating |
Fund Overview
| Category | Short-Term Bond |
| Fund Family | BlackRock |
| Net Assets | 3.78B |
| YTD Return | 0.71% |
| Yield | 4.73% |
| Morningstar Rating | |
| Inception Date | Jan 12, 1996 |
Fund Summary
The fund invests primarily in investment grade bonds and maintains an average portfolio duration that is between 0 and 3 years. It normally invests at least 80% of its assets in debt securities. The fund may invest up to 35% of its assets in non-investment grade bonds (commonly called "high yield" or "junk bonds"). It may also invest up to 35% of its assets in assets of foreign issuers, of which 10% (as a percentage of the fund's assets) may be invested in emerging markets issuers.
