Nasdaq - Delayed Quote • USD
BlackRock 40/60 Target Allocation Inv C (BCMPX)
As of 8:06 AM EDT. Market Open.
Fund Summary
The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 40% of its assets and exposure to fixed-income securities in an amount equal to 60% of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may have indirect exposure to derivative instruments through its investments in certain underlying funds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.75% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -0.17% |
| 5y Average Return | 3.90% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BCMPX | Category Average | BCMPX | Category Average | BCMPX | Category Average | |
| Alpha | -2.04 | -0.01 | -0.8 | -0.01 | -0.67 | -0 |
| BETA | 0.84 | 0.01 | 0.79 | 0.01 | 0.78 | 0.01 |
| Mean Annual Return | 0.1 | 0.01 | 0.43 | 0.01 | 0.38 | 0.01 |
| R-squared | 97.67 | 0.92 | 96.41 | 0.91 | 95.2 | 0.91 |
| Standard Deviation | 10.58 | 0.1 | 9.97 | 0.08 | 7.95 | 0.07 |
| Sharpe Ratio | -0.16 | 0.01 | 0.3 | 0.01 | 0.39 | 0.01 |
| Treynor Ratio | -2.69 | 0.09 | 3.33 | 0.08 | 3.62 | 0.07 |
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