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Nasdaq - Delayed Quote USD
BlackRock Strategic Global Bond Fund (MDWIX)
5.26
-0.02
(-0.38%)
At close: 8:03:55 PM EDT
Fund Summary
The fund mainly invests in bonds and other fixed-income securities that periodically pay interest or dividends. It normally will invest at least 80% of its net assets plus any borrowings for investment purposes in bonds and related derivative instruments with similar economic characteristics. The fund may invest up to 100% of its assets in securities classified as junk bonds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 8.95% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 2.37% |
| 5y Average Return | 0.53% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MDWIX | Category Average | MDWIX | Category Average | MDWIX | Category Average | |
| Alpha | -0.84 | -0.01 | 0.86 | -0 | -0.04 | -0.01 |
| BETA | 1 | 0.01 | 1.01 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0 | 0 | 0.05 | 0 | 0.13 | 0 |
| R-squared | 92.21 | 0.29 | 87.81 | 0.29 | 70.88 | 0.22 |
| Standard Deviation | 8.02 | 0.06 | 6.85 | 0.06 | 5.89 | 0.06 |
| Sharpe Ratio | -0.58 | 0 | -0.31 | 0 | -0.07 | 0 |
| Treynor Ratio | -4.97 | 0.03 | -2.36 | 0.02 | -0.6 | -0.01 |
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