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BlackRock Multi-Asset Income Instl (BIICX)

9.90 +0.02 (+0.20%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.80%
5y Average Return 3.62%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 25.23%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 25.23%
Worst 3Y Total Return 0.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BIICX
Category
YTD
2.61%
5.91%
1-Month
1.95%
0.61%
3-Month
2.61%
4.02%
1-Year
10.40%
18.59%
3-Year
1.91%
8.56%
5-Year
4.16%
7.44%
10-Year
4.08%
6.20%
Last Bull Market
14.81%
11.89%
Last Bear Market
-9.27%
-8.23%

Annual Total Return (%) History

Year
BIICX
Category
2024
--
--
2023
11.06%
--
2022
-11.56%
--
2021
7.23%
--
2020
6.58%
8.86%
2019
13.86%
14.81%
2018
-3.59%
-5.04%
2017
9.02%
9.86%

2016
6.71%
6.62%
2015
-1.35%
-2.32%
2014
4.96%
4.02%
2013
9.44%
7.23%
2012
13.43%
9.40%
2011
5.07%
1.70%
2010
12.46%
10.03%
2009
25.23%
20.77%
2008
--
-18.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.61% -- -- --
2023 3.22% 1.41% -1.80% 8.04%
2022 -4.07% -9.27% -3.48% 5.27%
2021 2.11% 3.34% -0.29% 1.92%
2020 -11.68% 9.50% 3.46% 6.52%
2019 6.97% 2.67% 1.27% 2.37%
2018 -1.35% 0.10% 2.22% -4.48%
2017 2.94% 2.43% 1.70% 1.67%
2016 0.63% 2.35% 3.05% 0.55%
2015 1.75% -0.87% -3.34% 1.18%

2014 2.11% 3.41% -1.35% 0.76%
2013 3.98% -0.95% 2.02% 4.16%
2012 5.23% 0.35% 4.84% 2.45%
2011 4.05% 1.34% -6.17% 6.21%
2010 3.37% -4.32% 8.04% 5.25%
2009 -4.40% 11.38% 11.71% 5.28%
2008 -5.84% -14.16% -- --

Rank in Category (By Total Return)

YTD 71
1-Month 44
3-Month 71
1-Year 37
3-Year 34
5-Year 68

Load Adjusted Returns

1-Year 10.40%
3-Year 1.91%
5-Year 4.16%
10-Year 4.08%

Performance & Risk

YTD Return 0.80%
5y Average Return 3.62%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family BlackRock
Net Assets 11.2B
YTD Return 2.61%
Yield 5.83%
Morningstar Rating
Inception Date Apr 07, 2008

Fund Summary

The fund may invest up to 60% of its assets in equity securities and up to 100% of its assets in fixed income securities. In addition, it may invest in structured notes that provide exposure to covered call options or other types of financial instruments. The fund may also invest up to 15% of its assets in collateralized debt obligations (“CDOs”), including collateralized loan obligations (“CLOs”).

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