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Blackrock 40/60 Target Allocation Fund, Investor C: (MF: BCMPX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$12.86 USD
+0.06 (0.47%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.23 | 52 |
| 3 months | -1.48 | 38 |
| 6 months | 0.55 | 53 |
| 1 Year | 7.09 | 78 |
| 3 Year | 3.92 | 83 |
| 5 Year | 4.77 | 83 |
| 10 Year | 4.00 | 75 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -37.46 |
| Bull Market (2/09 - 3/21) | 230.46 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -1.42 |
| 5 Year | 4.92 |
| 10 Year | 3.56 |
| Since Inception | 4.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.07 | NA | NA | NA |
| 2024 | 3.01 | 1.87 | 4.30 | -1.99 |
| 2023 | 3.56 | 3.00 | -3.77 | 8.31 |
| 2022 | -4.84 | -10.18 | -4.96 | 3.72 |
| 2021 | 0.92 | 3.65 | -0.73 | 2.90 |
| 2020 | -8.33 | 10.74 | 3.98 | 7.54 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.23 | 7.28 | 11.19 | -15.74 | 6.85 | 13.52 | 15.31 | -4.80 | 10.50 | 3.14 | -0.27 |
| % Total Return Rel to Index | 5.15 | -17.73 | -15.05 | 2.45 | -21.83 | -4.87 | -16.17 | -0.41 | -11.29 | -8.79 | -1.66 |
| % Total Return Rel to Peer | 0.06 | -2.63 | -1.96 | -2.78 | -4.65 | 2.83 | -1.88 | 1.68 | -2.95 | -3.13 | 2.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 3.00 | 4.00 | 2.00 | 4.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.27 | 0.21 | 0.20 | 0.15 | 0.04 | 0.19 | 0.12 | 0.14 | 0.10 | 0.13 |
| % Yield | 0.00 | 2.09 | 2.19 | 1.74 | 1.05 | 0.32 | 1.54 | 1.08 | 1.20 | 0.88 | 1.17 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.55 | 0.42 | 0.00 | 0.57 | 0.00 | 0.00 | 0.81 |
| Expense Ratio | 0.00 | 1.19 | 1.19 | 1.18 | 1.18 | 1.21 | 1.23 | 1.24 | 1.25 | 1.21 | 1.27 |
* 1 = Top 20%, 5 = Bottom 20%