Blackrock Fds, All-cap Energy & Resources Ptf Insti Class: (MF: BACIX)
(NASDAQ Mutual Funds) As of Oct 9, 2025 08:00 PM ET
$14.19 USD
-0.18 (-1.25%)
Latest Performance as of Aug 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 8.85 | 41 |
3 months | 10.00 | 41 |
6 months | 4.91 | 47 |
1 Year | 2.78 | 76 |
3 Year | 7.94 | 60 |
5 Year | 21.23 | 52 |
10 Year | 6.06 | 40 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -54.56 |
Bull Market (2/09 - 3/21) | 159.99 |
Load Adjusted Returns as of Aug 31, 2025
1 Year | -0.63 |
5 Year | 19.73 |
10 Year | 3.92 |
Since Inception | 4.42 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 8.62 | -3.72 | NA | NA |
2024 | 10.75 | -0.96 | -3.36 | -1.66 |
2023 | -3.41 | 0.15 | 11.69 | -4.71 |
2022 | 29.05 | -3.69 | -2.13 | 18.14 |
2021 | 19.37 | 9.41 | 3.09 | 6.55 |
2020 | -43.14 | 16.84 | -15.75 | 26.23 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 8.85 | 4.22 | 2.95 | 43.69 | 43.48 | -29.34 | 13.05 | -19.49 | 2.44 | 27.34 | -29.37 |
% Total Return Rel to Index | -1.93 | -20.79 | -23.29 | 61.90 | 14.79 | -47.75 | -18.43 | -15.10 | -19.34 | 15.40 | -30.75 |
% Total Return Rel to Peer | -0.34 | -9.67 | -4.63 | 19.68 | 7.35 | -13.87 | 2.81 | 2.22 | 3.54 | 0.90 | -2.06 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 2.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 |
% Dividends | 0.16 | 0.35 | 0.44 | 0.32 | 0.25 | 0.24 | 0.30 | 0.31 | 0.32 | 0.27 | 0.23 |
% Yield | 1.11 | 2.56 | 2.68 | 2.42 | 2.60 | 3.56 | 2.97 | 3.34 | 2.69 | 2.32 | 2.44 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.91 | 0.91 | 0.91 | 0.91 | 0.91 | 0.91 | 0.91 | 0.92 | 0.91 | 0.95 | 0.96 |
* 1 = Top 20%, 5 = Bottom 20%