Nasdaq - Delayed Quote USD

BlackRock 80/20 Target Allocation A (BAAPX)

16.13 -0.02 (-0.12%)
At close: 8:00 PM EDT

Fund Summary

The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 80% of its assets and exposure to fixed-income securities in an amount equal to 20% of its assets. Under normal circumstances, 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 30.69%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 5

Performance & Risk

YTD Return 2.83%
5y Average Return 8.88%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
BAAPXCategory AverageBAAPXCategory AverageBAAPXCategory Average
Alpha 2.88 -0.02 2.89 -0.02 1.12 -0.01
BETA 1.15 0.01 1.2 0.01 1.23 0.01
Mean Annual Return 0.53 0.01 0.9 0.01 0.71 0.01
R-squared 95.95 0.94 97.07 0.93 95.48 0.93
Standard Deviation 14.57 0.16 15.02 0.13 12.46 0.12
Sharpe Ratio 0.23 0.01 0.58 0.01 0.56 0.01
Treynor Ratio 2.12 0.08 6.7 0.08 5.28 0.06

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