Multi Asset

BlackRock Adaptive US Equity 5% Index

  • Index Level as of May 16, 2024 1,082.26
  • 1 Day Index Level Change as of May 16, 2024 -1.25 (-0.12%)

Overview

Index Objective

The BlackRock Adaptive U.S. Equity 5% Index (the “Index”) is designed to deliver exposure to the iShares Core S&P 500 ETF, subject to a Target Volatility. The Index manages to a 5% Target Volatility by incorporating Fixed Income U.S. Treasury iShares® ETFs, and a cash constituent. The Index tracks the return of the weighted Index constituents, above the sum of the return on the Interest Rate and the Index Fee.
Loading

Performance

Performance

Index Level History

Performance chart data not available for display.
View full chart
  YTD 1m 3m 6m 1y 3y 5y 10y Incept.
Total Return (%) 1.72 -2.00 1.25 6.38 4.17 - - - 6.28
  2019 2020 2021 2022 2023
Total Return (%) - - - - -
  1y 3y 5y 10y Incept.
Total Return (%) 4.17 - - - 5.53

Key Facts

Key Facts

Inception Date Mar 13, 2023
Asset Class Multi Asset
Base Currency U.S. Dollar
External Index Ticker BAUSE5X

Constituents

Constituents

Ticker Name Weight (%)

Literature

Literature