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Blackrock 60/40 Target Allocation Fund, Institutional: (MF: BIGPX)
(NASDAQ Mutual Funds) As of Jul 18, 2025 08:00 PM ET
$16.21 USD
-0.01 (-0.06%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.37 | 44 |
| 3 months | 8.09 | 36 |
| 6 months | 7.37 | 44 |
| 1 Year | 11.18 | 49 |
| 3 Year | 11.63 | 42 |
| 5 Year | 8.78 | 45 |
| 10 Year | 7.36 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.75 |
| Bull Market (2/09 - 3/21) | 427.30 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 11.18 |
| 5 Year | 8.78 |
| 10 Year | 7.37 |
| Since Inception | 6.23 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.66 | 8.09 | NA | NA |
| 2024 | 5.17 | 2.33 | 4.87 | -1.26 |
| 2023 | 4.36 | 4.99 | -3.56 | 9.69 |
| 2022 | -4.78 | -11.82 | -4.86 | 5.41 |
| 2021 | 2.53 | 4.88 | -0.90 | 4.45 |
| 2020 | -12.63 | 14.63 | 5.87 | 10.67 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.37 | 11.44 | 15.91 | -15.80 | 11.31 | 17.33 | 20.99 | -5.89 | 14.70 | 5.19 | 0.12 |
| % Total Return Rel to Index | 1.17 | -13.58 | -10.33 | 2.40 | -17.36 | -1.06 | -10.49 | -1.50 | -7.09 | -6.74 | -1.26 |
| % Total Return Rel to Peer | 0.73 | 1.52 | 2.75 | -2.83 | -0.19 | 6.65 | 3.79 | 0.59 | 1.24 | -1.08 | 2.48 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 1.00 | 3.00 | 3.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.42 | 0.34 | 0.33 | 0.35 | 0.20 | 0.34 | 0.20 | 0.29 | 0.21 | 0.22 |
| % Yield | 0.00 | 2.54 | 2.60 | 2.45 | 2.03 | 1.26 | 2.40 | 1.60 | 2.09 | 1.66 | 1.68 |
| Capital Gains ($) | 0.00 | 0.90 | 0.09 | 0.00 | 0.85 | 0.39 | 0.16 | 0.65 | 0.13 | 0.00 | 0.93 |
| Expense Ratio | 0.06 | 0.10 | 0.10 | 0.10 | 0.11 | 0.13 | 0.15 | 0.15 | 0.14 | 0.11 | 0.13 |
* 1 = Top 20%, 5 = Bottom 20%