Blackrock Fds, All-cap Energy & Resources Ptf Investor A Class: (MF: BACAX)
(NASDAQ Mutual Funds) As of Jun 2, 2025 08:00 PM ET
$12.93 USD
+0.19 (1.49%)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -3.40 | 69 |
3 months | -4.65 | 33 |
6 months | -6.46 | 71 |
1 Year | -9.42 | 81 |
3 Year | 4.78 | 52 |
5 Year | 17.90 | 60 |
10 Year | 1.45 | 64 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -54.75 |
Bull Market (2/09 - 3/21) | 126.56 |
Load Adjusted Returns as of Apr 30, 2025
1 Year | -3.26 |
5 Year | 22.70 |
10 Year | 3.14 |
Since Inception | 3.99 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 8.50 | NA | NA | NA |
2024 | 10.60 | -1.06 | -3.42 | -1.79 |
2023 | -3.43 | 0.00 | 11.61 | -4.80 |
2022 | 28.89 | -3.80 | -2.18 | 17.95 |
2021 | 19.30 | 9.30 | 3.02 | 6.39 |
2020 | -43.22 | 16.75 | -15.86 | 26.15 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -3.40 | 3.78 | 2.59 | 43.05 | 42.92 | -29.64 | 12.65 | -19.92 | 2.05 | 26.87 | -29.69 |
% Total Return Rel to Index | 1.51 | -21.23 | -23.65 | 61.26 | 14.24 | -48.04 | -18.83 | -15.53 | -19.74 | 14.94 | -31.08 |
% Total Return Rel to Peer | -0.67 | -10.11 | -4.99 | 19.04 | 6.79 | -14.16 | 2.41 | 1.79 | 3.15 | 0.43 | -2.39 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 2.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 |
% Dividends | 0.00 | 0.29 | 0.38 | 0.28 | 0.21 | 0.22 | 0.26 | 0.25 | 0.28 | 0.22 | 0.18 |
% Yield | 0.00 | 2.16 | 2.20 | 2.08 | 2.26 | 3.20 | 2.55 | 2.72 | 2.35 | 1.84 | 1.87 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 1.29 | 1.32 | 1.32 | 1.32 | 1.32 | 1.33 | 1.34 | 1.33 | 1.36 | 1.38 |
* 1 = Top 20%, 5 = Bottom 20%