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Nasdaq - Delayed Quote USD

BlackRock Low Duration Bond Inv A (BLDAX)

9.10
-0.02
(-0.22%)
At close: 8:03:45 PM EDT

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 5.39%
Worst 1Y Total Return --
Number of Years Up 25
Number of Years Down 3

Performance & Risk

YTD Return 1.56%
5y Average Return 2.52%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.30
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
BLDAXCategory AverageBLDAXCategory AverageBLDAXCategory Average
Alpha -0.08 0.01 0.72 0.01 -0.05 0
BETA 0.3 0 0.33 0 0.31 0
Mean Annual Return 0.28 0 0.21 0 0.15 0
R-squared 84.05 0.32 68.89 0.35 47.35 0.35
Standard Deviation 2.6 0.03 2.55 0.02 2.32 0.02
Sharpe Ratio -0.48 0.01 -0.1 0.01 -0.08 0.01
Treynor Ratio -4.24 0.06 -0.85 0.04 -0.64 0.06

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