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Blackrock 60/40 Target Allocation Fund, Institutional: (MF: BIGPX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$15.59 USD
+0.05 (0.32%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.26 | 64 |
| 3 months | -2.91 | 58 |
| 6 months | 0.53 | 53 |
| 1 Year | 9.43 | 28 |
| 3 Year | 6.77 | 42 |
| 5 Year | 8.51 | 45 |
| 10 Year | 6.52 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.75 |
| Bull Market (2/09 - 3/21) | 404.46 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.25 |
| 5 Year | 10.06 |
| 10 Year | 6.56 |
| Since Inception | 5.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.66 | NA | NA | NA |
| 2024 | 5.17 | 2.33 | 4.87 | -1.26 |
| 2023 | 4.36 | 4.99 | -3.56 | 9.69 |
| 2022 | -4.78 | -11.82 | -4.86 | 5.41 |
| 2021 | 2.53 | 4.88 | -0.90 | 4.45 |
| 2020 | -12.63 | 14.63 | 5.87 | 10.67 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.26 | 11.44 | 15.91 | -15.80 | 11.31 | 17.33 | 20.99 | -5.89 | 14.70 | 5.19 | 0.12 |
| % Total Return Rel to Index | 4.65 | -13.58 | -10.33 | 2.40 | -17.36 | -1.06 | -10.49 | -1.50 | -7.09 | -6.74 | -1.26 |
| % Total Return Rel to Peer | -0.44 | 1.52 | 2.75 | -2.83 | -0.19 | 6.65 | 3.79 | 0.59 | 1.24 | -1.08 | 2.48 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 1.00 | 3.00 | 3.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.42 | 0.34 | 0.33 | 0.35 | 0.20 | 0.34 | 0.20 | 0.29 | 0.21 | 0.22 |
| % Yield | 0.00 | 2.54 | 2.60 | 2.45 | 2.03 | 1.26 | 2.40 | 1.60 | 2.09 | 1.66 | 1.68 |
| Capital Gains ($) | 0.00 | 0.90 | 0.09 | 0.00 | 0.85 | 0.39 | 0.16 | 0.65 | 0.13 | 0.00 | 0.93 |
| Expense Ratio | 0.00 | 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%