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BlackRock GA Disciplined Vol Eq Instl (BIDVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.98-0.01 (-0.07%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.79%
5-Year Average Return9.09%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 27, 2024)19.53%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return19.53%
Worst 3-Yr Total Return4.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBIDVXCategory
YTD6.45%12.08%
1-Month2.93%0.64%
3-Month1.18%6.49%
1-Year17.57%38.01%
3-Year5.79%12.74%
5-Year9.53%12.82%
10-Year0.00%9.05%
Last Bull Market20.13%18.82%
Last Bear Market-9.98%-20.53%

Annual Total Return (%) History

Year
BIDVXCategory
2024
N/AN/A
2023
17.54%N/A
2022
-12.31%N/A
2021
17.16%N/A
2020
11.52%12.96%
2019
19.53%25.26%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.47%N/AN/AN/A
20235.45%4.74%-4.23%11.12%
2022-6.81%-9.98%-5.01%10.04%
20212.75%6.40%-0.17%7.35%
2020-17.12%15.41%7.41%8.55%
20199.62%3.40%2.73%2.67%

Rank In Category (By Total Return)

YTD70
1-Month85
3-Month92
1-Year71
3-Year26
5-Year66

Load Adjusted Returns

1-Year17.57%
3-Year5.79%
5-Year9.53%
10-YearN/A