Canada markets closed

BlackRock 80/20 Target Allocation Fund (BKAPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
17.79+0.12 (+0.68%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.82%
5-Year Average Return10.33%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jul 4, 2024)24.74%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return24.74%
Worst 3-Yr Total Return4.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBKAPXCategory
YTD10.56%11.35%
1-Month2.51%0.99%
3-Month2.93%5.92%
1-Year17.41%32.83%
3-Year4.76%11.75%
5-Year10.34%11.53%
10-Year8.28%8.98%
Last Bull Market21.37%17.67%
Last Bear Market-13.46%-15.71%

Annual Total Return (%) History

Year
BKAPXCategory
2024
N/AN/A
2023
18.90%N/A
2022
-16.08%N/A
2021
14.98%N/A
2020
19.52%13.51%
2019
24.74%21.35%
2018
-7.64%-7.93%
2017
17.49%15.80%
2016
N/A7.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.42%2.93%N/AN/A
20236.02%5.61%-3.65%10.22%
2022-4.41%-13.46%-6.11%8.04%
20214.08%6.00%-1.21%5.50%
2020-16.18%17.53%7.19%13.18%
201911.16%4.00%0.71%7.14%
2018-0.47%1.03%4.00%-11.68%
20174.67%3.00%3.92%4.87%
20162.00%3.63%1.77%N/A

Rank In Category (By Total Return)

YTD11
1-Month5
3-Month8
1-Year14
3-Year17
5-Year8

Load Adjusted Returns

1-Year17.41%
3-Year4.76%
5-Year10.34%
10-Year8.28%