Multi Asset

BlackRock Adaptive US Equity 7% Index

  • Index Level as of Jul 26, 2024 1,138.04
  • 1 Day Index Level Change as of Jul 26, 2024 4.91 (0.43%)

Overview

Index Objective

The BlackRock Adaptive U.S. Equity 7% 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 7% 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.
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Performance

Performance

Index Level History

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  YTD 1m 3m 6m 1y 3y 5y 10y Incept.
Total Return (%) 7.00 2.14 1.52 7.00 8.09 - - - 13.98
  2019 2020 2021 2022 2023
Total Return (%) - - - - -
  1y 3y 5y 10y Incept.
Total Return (%) 8.09 - - - 10.61

Key Facts

Key Facts

Inception Date
Mar 13, 2023
Base Currency
U.S. Dollar
Asset Class
Multi Asset
External Index Ticker
BAUSE7X

Constituents

Constituents

Ticker Name Weight (%)

Literature

Literature