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Blackrock 60/40 Target Allocation Fund, Class R: (MF: BRGPX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$15.16 USD
+0.05 (0.33%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.47 | 69 |
| 3 months | -3.05 | 61 |
| 6 months | 0.21 | 64 |
| 1 Year | 8.83 | 41 |
| 3 Year | 6.21 | 50 |
| 5 Year | 7.93 | 51 |
| 10 Year | 5.96 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.98 |
| Bull Market (2/09 - 3/21) | 363.48 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.72 |
| 5 Year | 9.47 |
| 10 Year | 6.00 |
| Since Inception | 5.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.81 | NA | NA | NA |
| 2024 | 5.02 | 2.25 | 4.74 | -1.42 |
| 2023 | 4.22 | 4.80 | -3.65 | 9.52 |
| 2022 | -4.94 | -11.95 | -4.98 | 5.29 |
| 2021 | 2.38 | 4.79 | -1.05 | 4.35 |
| 2020 | -12.71 | 14.39 | 5.76 | 10.49 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.47 | 10.88 | 15.26 | -16.26 | 10.79 | 16.69 | 20.38 | -6.39 | 14.09 | 4.65 | -0.48 |
| % Total Return Rel to Index | 4.44 | -14.14 | -10.98 | 1.93 | -17.89 | -1.70 | -11.10 | -2.00 | -7.69 | -7.28 | -1.87 |
| % Total Return Rel to Peer | -0.65 | 0.96 | 2.10 | -3.30 | -0.71 | 6.01 | 3.18 | 0.10 | 0.63 | -1.62 | 1.87 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 1.00 | 3.00 | 3.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.35 | 0.27 | 0.27 | 0.27 | 0.13 | 0.26 | 0.13 | 0.22 | 0.15 | 0.16 |
| % Yield | 0.00 | 2.23 | 2.28 | 2.11 | 1.64 | 0.83 | 1.91 | 1.09 | 1.67 | 1.32 | 1.30 |
| Capital Gains ($) | 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 | 0.62 | 0.63 | 0.63 | 0.64 | 0.66 | 0.68 | 0.68 | 0.67 | 0.64 | 0.67 |
* 1 = Top 20%, 5 = Bottom 20%