Nasdaq - Delayed Quote USD

BlackRock 20/80 Target Allocation Instl (BICPX)

10.69 -0.03 (-0.28%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.74%
5y Average Return 2.55%
Number of Years Up 14
Number of Years Down 3
Best 1Y Total Return (Apr 24, 2024) 23.15%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 23.15%
Worst 3Y Total Return -0.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BICPX
Category
YTD
1.85%
3.28%
1-Month
1.48%
0.61%
3-Month
1.85%
3.02%
1-Year
6.72%
11.74%
3-Year
-0.31%
6.56%
5-Year
3.20%
5.38%
10-Year
3.61%
4.87%
Last Bull Market
9.67%
8.64%
Last Bear Market
-8.14%
-5.09%

Annual Total Return (%) History

Year
BICPX
Category
2024
--
--
2023
8.75%
--
2022
-14.66%
--
2021
4.64%
--
2020
10.63%
7.29%
2019
12.57%
11.20%
2018
-2.23%
-3.14%
2017
7.94%
6.25%

2016
3.17%
5.55%
2015
1.38%
-2.07%
2014
6.70%
3.54%
2013
12.27%
4.02%
2012
12.15%
8.35%
2011
1.31%
2.01%
2010
12.91%
9.73%
2009
23.15%
19.26%
2008
-21.31%
-16.22%
2007
8.18%
4.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.85% -- -- --
2023 3.79% 0.84% -3.44% 7.60%
2022 -5.37% -8.14% -4.89% 3.22%
2021 -0.16% 3.04% -0.23% 1.94%
2020 -4.58% 7.28% 2.98% 4.94%
2019 5.21% 3.10% 1.72% 2.03%
2018 -0.95% -0.09% 1.66% -2.82%
2017 2.27% 1.69% 2.10% 1.65%
2016 1.01% 1.64% 1.53% -1.03%
2015 2.89% -0.43% -1.54% 0.50%

2014 1.72% 2.70% -0.08% 2.22%
2013 3.83% -0.09% 3.61% 4.46%
2012 6.75% -1.10% 4.82% 1.34%
2011 3.25% 0.65% -6.72% 4.51%
2010 3.15% -3.16% 7.26% 5.37%
2009 -3.14% 10.74% 10.98% 3.45%
2008 -3.13% -0.49% -9.06% -10.24%
2007 1.40% 2.56% 2.88% 1.12%

Rank in Category (By Total Return)

YTD 43
1-Month 39
3-Month 43
1-Year 51
3-Year 72
5-Year 43

Load Adjusted Returns

1-Year 6.72%
3-Year -0.31%
5-Year 3.20%
10-Year 3.61%

Performance & Risk

YTD Return -0.74%
5y Average Return 2.55%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family BlackRock
Net Assets 448.57M
YTD Return 1.85%
Yield 3.44%
Morningstar Rating
Inception Date Dec 21, 2006

Fund Summary

The fund, which is a fund of funds, normally the advisor intends to obtain exposure to equity securities (and certain other instruments) in an amount equal to 20% of its assets and exposure to fixed-income securities in an amount equal to 80% 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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