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Nasdaq - Delayed Quote USD

BlackRock 20/80 Target Allocation Fund (BCCPX)

10.71
-0.15
(-1.38%)
At close: 8:00:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.74%
5y Average Return 2.80%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (Apr 3, 2025) 11.72%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 11.72%
Worst 3Y Total Return -2.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BCCPX
Category
YTD
1.21%
3.28%
1-Month
-1.36%
0.61%
3-Month
1.21%
3.02%
1-Year
4.40%
11.74%
3-Year
0.70%
6.56%
5-Year
2.79%
5.38%
10-Year
2.27%
4.87%
Last Bull Market
8.51%
8.64%
Last Bear Market
-8.34%
-5.09%

Annual Total Return (%) History

Year
BCCPX
Category
2025
--
--
2024
4.81%
--
2023
7.60%
--
2022
-15.60%
--
2021
3.44%
--
2020
9.55%
7.29%
2019
11.26%
11.20%
2018
-3.26%
-3.14%

2017
6.88%
6.25%
2016
1.93%
5.55%
2015
0.34%
-2.07%
2014
5.46%
3.54%
2013
10.99%
4.02%
2012
10.90%
8.35%
2011
0.20%
2.01%
2010
11.72%
9.73%
2009
21.74%
19.26%
2008
-22.26%
-16.22%
2007
7.11%
4.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.21% -- -- --
2024 1.60% 0.74% 4.79% -2.28%
2023 3.57% 0.58% -3.72% 7.28%
2022 -5.66% -8.34% -5.12% 2.87%
2021 -0.49% 2.71% -0.48% 1.70%
2020 -4.84% 7.08% 2.63% 4.75%
2019 4.83% 2.80% 1.50% 1.72%
2018 -1.24% -0.45% 1.44% -3.00%
2017 2.04% 1.46% 1.80% 1.41%
2016 0.66% 1.40% 1.19% -1.32%

2015 2.58% -0.61% -1.92% 0.34%
2014 1.39% 2.40% -0.42% 2.00%
2013 3.50% -0.44% 3.40% 4.18%
2012 6.31% -1.30% 4.51% 1.13%
2011 2.89% 0.47% -7.08% 4.32%
2010 2.97% -3.50% 6.93% 5.14%
2009 -3.40% 10.43% 10.63% 3.16%
2008 -3.43% -0.79% -9.35% -10.48%
2007 1.10% 2.37% 2.60% 0.88%

Rank in Category (By Total Return)

YTD 57
1-Month 80
3-Month 57
1-Year 73
3-Year 95
5-Year 88

Load Adjusted Returns

1-Year 3.40%
3-Year 0.70%
5-Year 2.79%
10-Year 2.27%

Performance & Risk

YTD Return 0.74%
5y Average Return 2.80%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family BlackRock
Net Assets 439.21M
YTD Return 1.21%
Yield 3.04%
Morningstar Rating
Inception Date Dec 21, 2006

Fund Summary

The fund, which is a fund of funds, normally the advisor intends to obtain exposure to equity securities (and certain other instruments) in an amount equal to 20% of its assets and exposure to fixed-income securities in an amount equal to 80% of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may have indirect exposure to derivative instruments through its investments in certain underlying funds.

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