BACIX - BlackRock All-Cap Engy & Res Instl

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-2.92%
5-Year Average Return-1.11%
Number of Years Up6
Number of Years Down5
Best 1 Yr Total Return (Nov 29, 2017)66.31%
Worst 1 Yr Total Return (Nov 29, 2017)-52.97%
Best 3-Yr Total Return66.31%
Worst 3-Yr Total Return-9.39%

Trailing Returns (%) Vs. Benchmarks

ReturnBACIXCategory
YTD-2.92%-11.51%
1-Month1.25%-1.43%
3-Month13.20%3.10%
1-Year0.03%-0.63%
3-Year-4.61%-11.99%
5-Year-1.11%-4.65%
10-Year-2.61%-3.47%
Last Bull Market15.82%20.58%
Last Bear Market-33.62%-32.34%

Annual Total Return (%) History

Year
BACIXCategory
2017
N/AN/A
2016
27.34%29.22%
2015
-29.37%-27.39%
2014
-11.75%-16.65%
2013
19.35%22.85%
2012
-3.69%1.21%
2011
-16.37%-7.54%
2010
23.27%17.14%
2009
66.31%44.36%
2008
-52.97%-51.12%
2007
43.62%42.09%
2006
14.14%12.05%
2005
N/A46.33%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2017-6.09%-7.49%9.87%N/A
20164.59%10.71%1.94%7.88%
2015-4.71%-2.08%-21.77%-3.24%
20141.53%13.00%-9.62%-14.90%
20135.14%-2.95%13.19%3.34%
20123.78%-15.29%11.84%-2.05%
201111.81%-8.00%-28.17%13.18%
20101.71%-10.47%12.51%20.31%
20091.84%24.61%20.62%8.65%
2008-0.19%28.94%-39.51%-39.59%
20074.64%15.03%8.32%10.16%
200610.47%4.74%-10.47%10.19%
20056.06%27.09%-1.40%N/A

Rank In Category (By Total Return)

YTD12
1-Month77
3-Month34
1-Year12
3-Year38
5-Year38

Load Adjusted Returns

1-Year0.03%
3-Year-4.61%
5-Year-1.11%
10-Year-2.61%