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BlackRock 80/20 Target Allocation A (BAAPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.33+0.18 (+1.11%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.93%
5-Year Average Return8.82%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)30.69%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return30.69%
Worst 3-Yr Total Return3.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBAAPXCategory
YTD3.22%11.35%
1-Month-3.78%0.99%
3-Month2.30%5.92%
1-Year14.04%32.83%
3-Year2.89%11.75%
5-Year8.71%11.53%
10-Year7.63%8.98%
Last Bull Market21.17%17.67%
Last Bear Market-13.58%-15.71%

Annual Total Return (%) History

Year
BAAPXCategory
2024
N/AN/A
2023
18.59%N/A
2022
-16.39%N/A
2021
14.54%N/A
2020
19.09%13.51%
2019
24.24%21.35%
2018
-7.97%-7.93%
2017
17.03%15.80%
2016
6.55%7.93%
2015
-1.87%-2.77%
2014
6.70%5.71%
2013
30.69%21.31%
2012
13.88%13.42%
2011
-4.45%-3.80%
2010
14.30%13.49%
2009
29.45%29.37%
2008
-37.91%-34.34%
2007
12.72%7.43%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.27%N/AN/AN/A
20236.01%5.46%-3.74%10.19%
2022-4.45%-13.58%-6.11%7.85%
20214.03%5.87%-1.30%5.36%
2020-16.27%17.53%7.03%13.07%
201911.09%3.91%0.56%7.03%
2018-0.56%0.89%4.00%-11.79%
20174.47%2.88%3.91%4.78%
2016-0.67%1.83%3.51%1.77%
20152.56%0.08%-7.33%3.17%
20140.60%3.53%-0.87%3.34%
20138.59%2.25%7.21%9.81%
201212.76%-5.56%6.61%0.31%
20116.04%-0.39%-17.55%9.73%
20104.38%-11.92%11.47%11.52%
2009-9.20%16.39%16.11%5.50%
2008-10.35%0.41%-13.22%-20.52%
20072.28%8.05%3.41%-1.37%

Rank In Category (By Total Return)

YTD34
1-Month71
3-Month65
1-Year25
3-Year32
5-Year12

Load Adjusted Returns

1-Year8.05%
3-Year1.06%
5-Year7.54%
10-Year7.05%