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BlackRock 80/20 Target Allocation Instl (BIAPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.74+0.18 (+1.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.09%
5-year average return9.19%
Number of years up12
Number of years down5
Best 1-yr total return (2 May 2024)31.14%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.14%
Worst 3-yr total return4.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBIAPXCategory
YTD3.39%11.35%
1-month-3.69%0.99%
3-month2.43%5.92%
1-year14.55%32.83%
3-year3.25%11.75%
5-year9.10%11.53%
10-year8.00%8.98%
Last bull market21.28%17.67%
Last bear market-13.52%-15.71%

Annual total return (%) history

Year
BIAPXCategory
2024
N/AN/A
2023
18.97%N/A
2022
-16.15%N/A
2021
14.96%N/A
2020
19.50%13.51%
2019
24.72%21.35%
2018
-7.65%-7.93%
2017
17.48%15.80%
2016
6.85%7.93%
2015
-1.48%-2.77%
2014
7.03%5.71%
2013
31.14%21.31%
2012
14.26%13.42%
2011
-4.11%-3.80%
2010
14.77%13.49%
2009
29.73%29.37%
2008
-37.66%-34.34%
2007
13.08%7.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.35%N/AN/AN/A
20236.09%5.54%-3.59%10.20%
2022-4.41%-13.52%-6.04%7.95%
20214.08%5.94%-1.21%5.55%
2020-16.18%17.53%7.19%13.17%
201911.16%4.00%0.71%7.12%
2018-0.47%1.03%4.00%-11.69%
20174.67%3.00%3.92%4.85%
2016-0.66%2.00%3.54%1.85%
20152.70%0.16%-7.23%3.25%
20140.67%3.64%-0.79%3.40%
20138.69%2.31%7.29%9.92%
201212.85%-5.50%6.64%0.47%
20116.09%-0.29%-17.56%9.96%
20104.47%-11.81%11.48%11.75%
2009-9.15%16.44%16.14%5.58%
2008-10.24%0.41%-13.08%-20.42%
20072.38%8.14%3.49%-1.31%

Rank in category (by total return)

YTD27
1-month55
3-month57
1-year22
3-year26
5-year9

Load adjusted returns

1-year14.55%
3-year3.25%
5-year9.10%
10-year8.00%