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BlackRock 80/20 Target Allocation Fund (BKAPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.67+0.08 (+0.45%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.82%
5-year average return10.26%
Number of years up5
Number of years down2
Best 1-yr total return (2 July 2024)24.74%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return24.74%
Worst 3-yr total return4.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%