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Nasdaq - Delayed Quote USD

BlackRock Event Driven Equity Inv A (BALPX)

9.46
-0.14
(-1.46%)
At close: 8:00:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.95%
5y Average Return 4.42%
Number of Years Up 14
Number of Years Down 3
Best 1Y Total Return (Apr 3, 2025) 31.94%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 31.94%
Worst 3Y Total Return 2.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BALPX
Category
YTD
1.37%
4.64%
1-Month
-0.21%
-0.23%
3-Month
1.37%
1.87%
1-Year
2.70%
13.76%
3-Year
2.72%
6.25%
5-Year
4.25%
5.34%
10-Year
3.80%
4.15%
Last Bull Market
2.95%
8.78%
Last Bear Market
-2.11%
-6.83%

Annual Total Return (%) History

Year
BALPX
Category
2025
--
--
2024
1.95%
--
2023
5.15%
--
2022
-0.25%
--
2021
1.60%
--
2020
6.03%
6.69%
2019
7.16%
7.68%
2018
5.14%
1.61%

2017
6.87%
4.30%
2016
3.94%
4.11%
2015
-1.73%
-0.75%
2014
10.12%
1.57%
2013
31.94%
7.65%
2012
14.27%
5.36%
2011
3.73%
1.02%
2010
13.32%
5.86%
2009
13.85%
14.30%
2008
-31.20%
-14.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.37% -- -- --
2024 0.63% -0.52% 2.42% -0.56%
2023 0.76% -0.75% 1.52% 3.58%
2022 0.00% -2.11% 0.29% 1.60%
2021 0.63% 1.77% -1.41% 0.64%
2020 -5.16% 5.66% 1.93% 3.80%
2019 2.23% 1.85% 1.50% 1.40%
2018 -0.23% 2.65% 1.35% 1.29%
2017 3.51% 3.50% 0.76% -1.01%
2016 2.77% -1.06% 0.47% 1.74%

2015 -1.07% -0.34% -2.94% 2.69%
2014 0.94% 1.07% 1.35% 6.50%
2013 10.87% 0.86% 4.86% 12.52%
2012 11.11% -4.22% 7.06% 0.29%
2011 11.19% 2.95% -20.63% 14.18%
2010 4.35% -11.41% 9.83% 11.60%
2009 -11.59% 8.58% 12.52% 5.40%
2008 -13.09% 0.34% -8.47% -13.81%

Rank in Category (By Total Return)

YTD 55
1-Month 56
3-Month 55
1-Year 82
3-Year 73
5-Year 62

Load Adjusted Returns

1-Year -2.70%
3-Year 0.89%
5-Year 3.13%
10-Year 3.24%

Performance & Risk

YTD Return 0.95%
5y Average Return 4.42%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.16
Morningstar Risk Rating

Fund Overview

Category Event Driven
Fund Family BlackRock
Net Assets 4.58B
YTD Return 1.37%
Yield 1.40%
Morningstar Rating
Inception Date Dec 19, 2007

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and related derivative instruments with similar economic characteristics. The manager seeks to achieve its investment objective by employing an event driven strategy, primarily investing in companies that have announced a material change or in companies that BlackRock expects to undergo a material change.

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