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BlackRock Low Duration Bond Instl (BFMSX)
8.95
0.00
(0.00%)
At close: 8:07:03 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 6.21% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 30 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
BFMSX | Category Average | BFMSX | Category Average | BFMSX | Category Average |
|
Alpha
|
0.62 | 0.01 | -0.1 | 0.01 | 0.25 | 0 |
|
BETA
|
0.29 | 0 | 0.32 | 0 | 0.32 | 0 |
|
Mean Annual Return
|
0.42 | 0 | 0.2 | 0 | 0.2 | 0 |
|
R-squared
|
82.25 | 0.32 | 80.6 | 0.35 | 50.11 | 0.35 |
|
Standard Deviation
|
1.86 | 0.03 | 2.5 | 0.02 | 2.41 | 0.02 |
|
Sharpe Ratio
|
0.28 | 0.01 | -0.66 | 0.01 | -0.07 | 0.01 |
|
Treynor Ratio
|
1.74 | 0.06 | -4.89 | 0.04 | -0.59 | 0.06 |
