Blackrock Tactical Opportunities Fund - Service: (MF: PCBSX)
(NASDAQ Mutual Funds) As of Nov 17, 2025 11:02 AM ET
$15.48 USD
+0.08 (0.52%)
Latest Performance as of Oct 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.59 | 93 |
| 3 months | 0.58 | 98 |
| 6 months | 5.31 | 93 |
| 1 Year | 8.79 | 85 |
| 3 Year | 7.98 | 88 |
| 5 Year | 5.78 | 78 |
| 10 Year | 4.38 | 86 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 86.36 |
| Bear Market (10/07 - 2/09) | -36.44 |
| Bull Market (2/09 - 3/21) | 205.72 |
Load Adjusted Returns as of Oct 31, 2025
| 1 Year | 12.33 |
| 5 Year | 6.33 |
| 10 Year | 4.84 |
| Since Inception | 6.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.54 | 3.19 | 3.61 | NA |
| 2024 | 7.32 | 0.35 | -0.70 | 4.49 |
| 2023 | -1.46 | 3.62 | 2.80 | -2.44 |
| 2022 | -1.43 | -0.72 | 2.19 | 5.84 |
| 2021 | -1.29 | 1.08 | 1.94 | -1.48 |
| 2020 | -0.22 | 3.13 | -0.57 | 4.17 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.59 | 11.74 | 2.38 | 5.84 | 0.21 | 6.57 | 1.49 | 4.36 | 7.78 | -0.08 | -0.78 |
| % Total Return Rel to Index | -11.61 | -13.27 | -23.85 | 24.05 | -28.46 | -11.82 | -29.99 | 8.76 | -14.00 | -12.01 | -2.17 |
| % Total Return Rel to Peer | -7.59 | 1.82 | -10.77 | 18.81 | -11.29 | -4.10 | -15.70 | 10.86 | -5.67 | -6.35 | 1.56 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 1.53 | 0.00 | 0.00 | 0.36 | 0.37 | 0.51 | 0.11 | 0.19 | 0.46 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.49 | 2.65 | 3.40 | 0.76 | 1.42 | 3.25 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.49 | 0.00 | 0.00 | 0.00 | 0.84 | 0.00 | 0.00 | 0.20 |
| Expense Ratio | 1.02 | 1.05 | 1.10 | 1.06 | 1.06 | 1.14 | 1.06 | 1.16 | 1.17 | 1.17 | 1.17 |
* 1 = Top 20%, 5 = Bottom 20%
