Nasdaq - Delayed Quote • USD
BlackRock Energy Opportunities Inv A (BACAX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 13.98% |
| 5y Average Return | 9.96% |
| Number of Years Up | 11 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 25, 2024) | 65.65% |
| Worst 1Y Total Return (Apr 25, 2024) | -- |
| Best 3Y Total Return | 65.65% |
| Worst 3Y Total Return | -14.06% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BACAX
Category
- YTD
- 10.60%
- 43.81%
- 1-Month
- 9.23%
- 4.88%
- 3-Month
- 10.60%
- 13.10%
- 1-Year
- 17.52%
- 70.12%
- 3-Year
- 24.82%
- -11.73%
- 5-Year
- 9.96%
- -4.80%
- 10-Year
- 1.51%
- -6.23%
- Last Bull Market
- 61.71%
- 22.50%
- Last Bear Market
- -3.81%
- -32.25%
Annual Total Return (%) History
Year
BACAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.60% | -- | -- | -- |
| 2023 | -3.44% | 0.00% | 11.61% | -4.80% |
| 2022 | 28.90% | -3.81% | -2.19% | 17.96% |
| 2021 | 19.30% | 9.30% | 3.02% | 6.39% |
| 2020 | -43.23% | 16.76% | -15.87% | 26.15% |
| 2019 | 14.38% | -0.59% | -6.47% | 5.94% |
| 2018 | -6.54% | 13.52% | -0.17% | -24.40% |
| 2017 | -6.15% | -7.68% | 9.84% | 7.24% |
| 2016 | 4.60% | 10.46% | 1.89% | 7.78% |
| 2015 | -4.83% | -2.14% | -21.88% | -3.36% |
| 2014 | 1.44% | 12.86% | -9.73% | -14.93% |
| 2013 | 5.04% | -3.10% | 13.10% | 3.20% |
| 2012 | 3.64% | -15.35% | 11.78% | -2.20% |
| 2011 | 11.70% | -8.15% | -28.18% | 13.03% |
| 2010 | 1.59% | -10.57% | 12.41% | 20.17% |
| 2009 | 1.75% | 24.39% | 20.59% | 8.54% |
| 2008 | -0.34% | 28.89% | -39.58% | -39.62% |
| 2007 | 4.54% | 14.98% | 8.18% | 10.10% |
| 2006 | 10.37% | 4.70% | -10.60% | 10.04% |
| 2005 | 6.06% | 26.52% | -1.41% | -- |
Rank in Category (By Total Return)
| YTD | 49 |
| 1-Month | 65 |
| 3-Month | 49 |
| 1-Year | 71 |
| 3-Year | 56 |
| 5-Year | 56 |
Load Adjusted Returns
| 1-Year | 11.35% |
| 3-Year | 22.60% |
| 5-Year | 8.78% |
| 10-Year | 0.96% |
Performance & Risk
| YTD Return | 13.98% |
| 5y Average Return | 9.96% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.59 |
| Morningstar Risk Rating |
Fund Overview
| Category | Equity Energy |
| Fund Family | BlackRock |
| Net Assets | 342.48M |
| YTD Return | 10.60% |
| Yield | 2.76% |
| Morningstar Rating | |
| Inception Date | Feb 16, 2005 |
Fund Summary
The fund invests at least 80% of its total assets in equity securities of global energy and natural resources companies and companies in associated businesses, as well as utilities (such as gas, water, cable, electrical and telecommunications utilities). It will concentrate its investments (i.e., invest more than 25% of its assets) in energy or natural resources companies. The fund may invest without limit in companies located anywhere in the world and will generally invest in at least three countries and in companies tied economically to a number of countries. It is non-diversified.
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