Nasdaq - Delayed Quote USD

BlackRock Energy Opportunities Inv A (BACAX)

12.84
-0.04
(-0.31%)
At close: 8:04:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.77%
5y Average Return 20.12%
Number of Years Up 12
Number of Years Down 7
Best 1Y Total Return (May 15, 2025) 43.06%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 43.06%
Worst 3Y Total Return -14.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BACAX
Category
YTD
-3.40%
43.81%
1-Month
-10.98%
4.88%
3-Month
-4.66%
13.10%
1-Year
-9.42%
70.12%
3-Year
4.78%
-11.73%
5-Year
17.90%
-4.80%
10-Year
1.45%
-6.23%
Last Bull Market
0.78%
22.50%
Last Bear Market
-3.81%
-32.25%

Annual Total Return (%) History

Year
BACAX
Category
2025
--
--
2024
3.79%
--
2023
2.60%
--
2022
43.06%
--
2021
42.92%
--
2020
-29.65%
-24.54%
2019
12.66%
7.25%
2018
-19.93%
-27.27%

2017
2.06%
-4.84%
2016
26.88%
29.22%
2015
-29.69%
-27.39%
2014
-12.09%
-16.65%
2013
18.80%
22.85%
2012
-4.09%
1.21%
2011
-16.72%
-7.54%
2010
22.71%
17.14%
2009
65.65%
44.36%
2008
-53.14%
-51.12%
2007
43.17%
42.09%
2006
13.68%
12.05%
2005
--
46.33%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 8.51% -- -- --
2024 10.60% -1.07% -3.42% -1.79%
2023 -3.44% 0.00% 11.61% -4.80%
2022 28.90% -3.81% -2.19% 17.96%
2021 19.30% 9.30% 3.02% 6.39%
2020 -43.23% 16.76% -15.87% 26.15%
2019 14.38% -0.59% -6.47% 5.94%
2018 -6.54% 13.52% -0.17% -24.40%
2017 -6.15% -7.68% 9.84% 7.24%
2016 4.60% 10.46% 1.89% 7.78%

2015 -4.83% -2.14% -21.88% -3.36%
2014 1.44% 12.86% -9.73% -14.93%
2013 5.04% -3.10% 13.10% 3.20%
2012 3.64% -15.35% 11.78% -2.20%
2011 11.70% -8.15% -28.18% 13.03%
2010 1.59% -10.57% 12.41% 20.17%
2009 1.75% 24.39% 20.59% 8.54%
2008 -0.34% 28.89% -39.58% -39.62%
2007 4.54% 14.98% 8.18% 10.10%
2006 10.37% 4.70% -10.60% 10.04%
2005 6.06% 26.52% -1.41% --

Rank in Category (By Total Return)

YTD 26
1-Month 36
3-Month 16
1-Year 28
3-Year 37
5-Year 60

Load Adjusted Returns

1-Year -14.18%
3-Year 2.91%
5-Year 16.64%
10-Year 0.91%

Performance & Risk

YTD Return 0.77%
5y Average Return 20.12%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Equity Energy
Fund Family BlackRock
Net Assets 269.01M
YTD Return -3.40%
Yield 2.37%
Morningstar Rating
Inception Date Feb 16, 2005

Fund Summary

The fund invests at least 80% of its total assets in equity securities of global energy and natural resources companies and companies in associated businesses, as well as utilities (such as gas, water, cable, electrical and telecommunications utilities). It will concentrate its investments (i.e., invest more than 25% of its assets) in energy or natural resources companies. The fund may invest without limit in companies located anywhere in the world and will generally invest in at least three countries and in companies tied economically to a number of countries. It is non-diversified.

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