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BGBRX: BlackRock US Gov bd Port R (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 07/19/2011 |
| Last Dividend Date: | 08/29/2025 |
| 12-Mo. Yield | 3.16% |
| Expenses | 0.61% |
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Performance Analytics (As of 10/07/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.3 | 3.9 | -1.4 | 0.6 | 0.9 | 6.5 | 0.6 | 2.5 | -13.6 | -1.8 | 6.1 | 6.2 | -0.0 | 1.4 | 0.9 | -0.0 | 5.0 | -2.9 | 2.1 | 1.1 |
| Sharpe Ratio | NA | 0.22 | 0.07 | -0.55 | -0.17 | -0.04 | 1.0 | -0.48 | -0.14 | -1.84 | -0.69 | 1.51 | 1.44 | -0.51 | 0.3 | 0.24 | -0.01 | 2.05 | -0.88 | 0.89 | 0.44 |
| Draw Down(%) | NA | 3.8 | 11.3 | 21.7 | 22.1 | 22.1 | 3.1 | 4.7 | 11.3 | 18.0 | 2.6 | 3.6 | 2.0 | 3.0 | 1.6 | 4.4 | 2.6 | 0.9 | 5.1 | 1.3 | 3.0 |
| Standard Deviation(%) | NA | 5.6 | 7.2 | 6.5 | 5.1 | 4.6 | 5.6 | 6.4 | 8.4 | 8.2 | 2.6 | 3.9 | 3.3 | 2.8 | 2.6 | 2.7 | 3.3 | 2.4 | 3.3 | 2.3 | 5.6 |
| Treynor Ratio | NA | 0.01 | 0.0 | -0.03 | -0.01 | 0.0 | 0.05 | -0.03 | -0.01 | -0.14 | -0.02 | 0.07 | 0.07 | -0.02 | 0.01 | 0.01 | 0.0 | 0.08 | -0.04 | 0.03 | 0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 |
| Beta | NA | 1.07 | 1.11 | 1.07 | 0.97 | 0.9 | 1.05 | 1.17 | 1.05 | 1.11 | 0.73 | 0.78 | 0.68 | 0.82 | 0.78 | 0.66 | 0.67 | 0.62 | 0.77 | 0.62 | 0.66 |
| RSquared | NA | 0.83 | 0.84 | 0.84 | 0.79 | 0.76 | 0.82 | 0.89 | 0.81 | 0.87 | 0.75 | 0.66 | 0.64 | 0.7 | 0.77 | 0.83 | 0.8 | 0.68 | 0.79 | 0.71 | 0.41 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | 2.4 | 3.3 | 1.3 | 1.8 | 0.9 | 1.4 | 2.1 | 1.9 | 1.8 | 1.6 | 1.9 | 1.8 | 2.0 | 1.1 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | -28.8 | 147.5 | -35.8 | 81.7 | -27.3 | -33.8 | 11.7 | 2.9 | 14.6 | -21.5 | 11.2 | -14.5 | 86.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2011
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate Government Asset Class Trend Rankings |
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