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Blackrock 40/60 Target Allocation Fund, Institutional: (MF: BIMPX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$13.13 USD
+0.06 (0.46%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.54 | 44 |
| 3 months | -1.61 | 40 |
| 6 months | 1.02 | 36 |
| 1 Year | 9.18 | 33 |
| 3 Year | 5.06 | 68 |
| 5 Year | 5.91 | 72 |
| 10 Year | 5.13 | 56 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -37.38 |
| Bull Market (2/09 - 3/21) | 295.59 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.36 |
| 5 Year | 7.01 |
| 10 Year | 5.16 |
| Since Inception | 5.23 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.23 | NA | NA | NA |
| 2024 | 3.20 | 1.75 | 5.01 | -1.62 |
| 2023 | 3.86 | 3.28 | -3.59 | 8.70 |
| 2022 | -4.59 | -9.95 | -4.66 | 3.97 |
| 2021 | 1.13 | 3.95 | -0.43 | 3.17 |
| 2020 | -8.10 | 11.07 | 4.21 | 7.86 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.54 | 8.49 | 12.41 | -14.84 | 7.99 | 14.73 | 16.65 | -3.81 | 11.76 | 4.31 | 0.75 |
| % Total Return Rel to Index | 5.46 | -16.53 | -13.83 | 3.35 | -20.69 | -3.66 | -14.83 | 0.57 | -10.02 | -7.62 | -0.63 |
| % Total Return Rel to Peer | 0.37 | -1.42 | -0.74 | -1.88 | -3.51 | 4.05 | -0.54 | 2.67 | -1.69 | -1.96 | 3.11 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 2.00 | 4.00 | 1.00 | 4.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.43 | 0.36 | 0.34 | 0.30 | 0.18 | 0.32 | 0.27 | 0.29 | 0.20 | 0.23 |
| % Yield | 0.00 | 3.24 | 3.40 | 2.89 | 2.03 | 1.26 | 2.51 | 2.32 | 2.36 | 1.73 | 1.91 |
| Capital Gains ($) | 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 | 0.10 | 0.10 | 0.11 | 0.11 | 0.13 | 0.14 | 0.15 | 0.16 | 0.12 | 0.14 |
* 1 = Top 20%, 5 = Bottom 20%