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Blackrock Impact U.s. Equity Fund - Institutional Shares: (MF: BIRIX)
(NASDAQ Mutual Funds) As of Dec 29, 2025 09:54 AM ET
$23.91 USD
+0.07 (0.29%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.48 | 14 |
| 3 months | 6.89 | 12 |
| 6 months | 17.54 | 15 |
| 1 Year | 15.07 | 20 |
| 3 Year | 20.04 | 29 |
| 5 Year | 14.70 | 14 |
| 10 Year | 14.59 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 16.98 |
| 5 Year | 16.25 |
| 10 Year | NA |
| Since Inception | 14.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.04 | 11.61 | 8.62 | NA |
| 2024 | 10.71 | 4.70 | 5.17 | 1.61 |
| 2023 | 7.33 | 7.75 | -3.26 | 12.21 |
| 2022 | -6.45 | -16.04 | -5.15 | 7.77 |
| 2021 | 6.96 | 8.60 | 0.12 | 10.54 |
| 2020 | -20.29 | 23.80 | 8.00 | 14.86 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.48 | 23.90 | 25.54 | -19.72 | 28.57 | 22.42 | 31.16 | -5.50 | 21.61 | 14.24 |
| % Total Return Rel to Index | 0.98 | -1.11 | -0.70 | -1.52 | -0.10 | 4.02 | -0.32 | -1.11 | -0.18 | 2.31 |
| % Total Return Rel to Peer | 5.85 | 4.51 | 2.54 | -0.02 | 6.51 | 2.50 | 2.73 | 1.35 | 0.93 | 6.43 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 1.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 |
| % Dividends | 0.08 | 0.19 | 0.20 | 0.19 | 0.11 | 0.15 | 0.16 | 0.16 | 0.15 | 0.16 |
| % Yield | 0.33 | 0.76 | 0.84 | 1.18 | 0.51 | 0.89 | 1.08 | 1.36 | 1.13 | 1.44 |
| Capital Gains ($) | 0.64 | 3.46 | 0.00 | 0.00 | 1.14 | 0.48 | 0.26 | 0.82 | 0.54 | 0.14 |
| Expense Ratio | 0.48 | 0.48 | 0.48 | 0.48 | 0.50 | 0.55 | 0.55 | 0.54 | 0.57 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%