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BlackRock Sustainable Balanced K (MKCPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.55+0.08 (+0.29%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.26%
5-Year Average Return9.99%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Oct 3, 2024)21.98%
Worst 1 Yr Total Return (Oct 3, 2024)N/A
Best 3-Yr Total Return21.98%
Worst 3-Yr Total Return4.45%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMKCPXCategory
YTD15.05%9.69%
1-Month1.95%0.91%
3-Month5.94%5.21%
1-Year26.36%27.06%
3-Year6.70%11.00%
5-Year10.08%10.26%
10-Year8.99%8.34%
Last Bull Market18.37%15.58%
Last Bear Market-10.94%-12.16%

Annual Total Return (%) History

Year
MKCPXCategory
2024
N/AN/A
2023
16.95%N/A
2022
-15.41%N/A
2021
16.67%N/A
2020
15.48%11.72%
2019
21.98%19.23%
2018
N/A-5.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.49%2.95%5.94%N/A
20236.27%3.88%-3.54%9.83%
2022-5.70%-10.94%-6.11%7.27%
20212.70%6.38%0.06%6.73%
2020-12.99%15.52%6.11%8.28%
201910.38%3.92%0.88%5.41%
20181.54%4.59%-9.07%N/A

Rank In Category (By Total Return)

YTD14
1-Month11
3-Month33
1-Year13
3-Year17
5-Year14

Load Adjusted Returns

1-Year26.36%
3-Year6.70%
5-Year10.08%
10-Year8.99%