Nasdaq - Delayed Quote USD

BlackRock 40/60 Target Allocation Inv C (BCMPX)

11.87 -0.03 (-0.25%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.08%
5y Average Return 3.97%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 16, 2024) 24.75%
Worst 1Y Total Return (Apr 16, 2024) --
Best 3Y Total Return 24.75%
Worst 3Y Total Return -0.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BCMPX
Category
YTD
3.19%
5.91%
1-Month
1.74%
0.61%
3-Month
3.19%
4.02%
1-Year
9.64%
18.59%
3-Year
0.71%
8.56%
5-Year
4.79%
7.44%
10-Year
4.31%
6.20%
Last Bull Market
14.65%
11.89%
Last Bear Market
-10.18%
-8.23%

Annual Total Return (%) History

Year
BCMPX
Category
2024
--
--
2023
10.91%
--
2022
-15.75%
--
2021
6.90%
--
2020
13.52%
8.86%
2019
15.31%
14.81%
2018
-4.79%
-5.04%
2017
10.50%
9.86%

2016
3.14%
6.62%
2015
-0.25%
-2.32%
2014
5.49%
4.02%
2013
17.29%
7.23%
2012
11.82%
9.40%
2011
-1.45%
1.70%
2010
12.24%
10.03%
2009
24.75%
20.77%
2008
-28.23%
-18.61%
2007
8.51%
4.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.19% -- -- --
2023 4.39% 2.19% -3.86% 8.14%
2022 -4.84% -10.18% -5.58% 4.41%
2021 0.92% 3.65% -0.73% 2.94%
2020 -8.33% 10.74% 3.98% 7.55%
2019 6.78% 3.13% 1.13% 3.54%
2018 -1.11% -0.17% 2.42% -5.83%
2017 3.16% 1.98% 2.56% 2.41%
2016 0.19% 1.52% 1.96% -0.55%
2015 2.52% -0.25% -3.83% 1.42%

2014 1.00% 2.80% -0.64% 2.26%
2013 5.10% 0.53% 4.57% 6.17%
2012 8.44% -2.75% 5.17% 0.82%
2011 3.99% 0.00% -10.56% 5.96%
2010 3.32% -6.64% 8.49% 7.26%
2009 -5.18% 12.50% 12.52% 3.93%
2008 -5.66% -0.50% -10.75% -14.33%
2007 1.39% 4.22% 2.82% -0.14%

Rank in Category (By Total Return)

YTD 42
1-Month 74
3-Month 42
1-Year 57
3-Year 83
5-Year 46

Load Adjusted Returns

1-Year 8.64%
3-Year 0.71%
5-Year 4.79%
10-Year 4.31%

Performance & Risk

YTD Return -0.08%
5y Average Return 3.97%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family BlackRock
Net Assets 630.28M
YTD Return 3.19%
Yield 1.73%
Morningstar Rating
Inception Date Dec 21, 2006

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.

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