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BMCRX: Blkrk Flx Eqty R (MUTUAL FUND)
Basic Info 30.21 0.6(1.95%) June 10
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 08/03/2010 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 7.03% |
| Expenses | 0.87% |
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Performance Analytics (As of 06/10/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.5 | 6.7 | 25.3 | 25.7 | 11.1 | 14.8 | 11.4 | 12.0 | 21.1 | 31.9 | 39.1 | -30.5 | 10.6 | 25.0 | 33.1 | -3.1 | 22.7 | 9.5 | 0.9 | 0.5 | 23.3 | 10.5 | -6.0 | 14.3 |
| Sharpe Ratio | NA | 1.07 | 1.69 | 1.18 | 0.41 | 0.62 | NA | 0.55 | 0.78 | 1.62 | 2.24 | -1.06 | 0.56 | 0.68 | 2.24 | -0.22 | 1.82 | 0.64 | 0.05 | 0.05 | 2.31 | 0.76 | -0.21 | 2.37 |
| Draw Down(%) | NA | 12.6 | 14.8 | 23.3 | 37.8 | 37.8 | NA | 37.8 | 23.2 | 12.6 | 10.3 | 33.5 | 11.3 | 31.8 | 7.5 | 23.2 | 6.3 | 13.6 | 11.9 | 13.2 | 5.5 | 11.2 | 27.7 | 8.1 |
| Standard Deviation(%) | NA | 18.3 | 16.3 | 19.3 | 21.8 | 21.6 | NA | 19.9 | 23.5 | 17.4 | 16.0 | 30.3 | 18.8 | 36.0 | 14.1 | 19.9 | 12.1 | 14.6 | 15.5 | 9.4 | 10.0 | 13.8 | 28.2 | 15.9 |
| Treynor Ratio | NA | 0.15 | 0.22 | 0.18 | 0.07 | 0.12 | NA | 0.1 | 0.15 | 0.22 | 0.31 | -0.27 | 0.09 | 0.25 | 0.29 | -0.04 | 0.18 | 0.09 | 0.01 | 0.01 | 0.29 | 0.1 | -0.05 | 0.34 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | -0.01 | 0.0 | 0.0 | 0.02 | -0.03 | -0.07 | 0.02 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | -0.03 | -0.01 | -0.02 | -0.03 | -0.01 |
| Beta | NA | 1.26 | 1.27 | 1.25 | 1.21 | 1.12 | NA | 1.09 | 1.22 | 1.31 | 1.16 | 1.21 | 1.15 | 1.0 | 1.09 | 1.14 | 1.23 | 1.08 | 0.97 | 0.68 | 0.81 | 1.01 | 1.18 | 1.11 |
| RSquared | NA | 0.94 | 0.92 | 0.93 | 0.91 | 0.9 | NA | 0.9 | 0.95 | 0.92 | 0.92 | 0.97 | 0.67 | 0.92 | 0.93 | 0.95 | 0.47 | 0.95 | 0.93 | 0.68 | 0.8 | 0.88 | 0.97 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.1 | 23.0 | 1.0 | 0.0 | 0.0 | 0.0 | 4.6 | 7.9 | 6.5 | 0.3 | 6.6 | 15.8 | 0.9 | 0.5 | 0.2 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -66.0 | 3100.0 | 2228.6 | N/A | N/A | -100.0 | -48.5 | 39.6 | 2280.6 | -95.7 | -64.0 | 1944.7 | 86.9 | 117.9 | -60.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2010
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