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BlackRock Real Estate Securities Inv C (BCREX)

13.22 -0.07 (-0.53%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.23%
5y Average Return 1.93%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 24, 2024) 44.80%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 44.80%
Worst 3Y Total Return -0.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BCREX
Category
YTD
-1.93%
20.43%
1-Month
1.78%
2.69%
3-Month
-1.93%
11.34%
1-Year
8.05%
36.79%
3-Year
1.46%
10.81%
5-Year
3.32%
7.03%
10-Year
5.98%
9.08%
Last Bull Market
49.32%
31.03%
Last Bear Market
-16.64%
-16.60%

Annual Total Return (%) History

Year
BCREX
Category
2024
--
--
2023
12.43%
--
2022
-28.31%
--
2021
44.80%
--
2020
-5.18%
-4.49%
2019
26.50%
27.28%
2018
-3.87%
-5.97%
2017
5.05%
6.22%

2016
6.65%
6.89%
2015
2.64%
2.41%
2014
30.16%
28.03%
2013
1.71%
1.55%
2012
--
17.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.93% -- -- --
2023 2.04% 1.67% -8.15% 17.98%
2022 -6.16% -16.64% -10.37% 2.26%
2021 9.58% 12.18% 1.27% 16.32%
2020 -24.22% 11.67% 1.29% 10.63%
2019 16.62% 2.32% 6.53% -0.49%
2018 -8.00% 10.17% 1.93% -6.96%
2017 0.72% 2.20% -0.46% 2.53%
2016 4.36% 6.28% -1.52% -2.36%
2015 5.08% -10.07% 2.07% 6.41%

2014 10.52% 6.14% -3.58% 15.08%
2013 5.71% -1.23% -2.70% 0.11%
2012 1.76% -- -- --

Rank in Category (By Total Return)

YTD 75
1-Month 54
3-Month 75
1-Year 53
3-Year 73
5-Year 62

Load Adjusted Returns

1-Year 7.05%
3-Year 1.46%
5-Year 3.32%
10-Year 5.98%

Performance & Risk

YTD Return -8.23%
5y Average Return 1.93%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family BlackRock
Net Assets 289.17M
YTD Return -1.93%
Yield 2.00%
Morningstar Rating
Inception Date Sep 28, 2012

Fund Summary

The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) in a portfolio of equity investments in issuers that are primarily engaged in or related to the real estate industry inside the United States. It may invest up to 20% of its net assets plus any borrowings for investment purposes in a portfolio of equity investments in issuers that are primarily engaged in or related to the real estate industry outside the United States and fixed-income investments. The fund is non-diversified.

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