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Nasdaq - Delayed Quote USD
BlackRock Tactical Opportunities Inv C (BRBCX)
13.43
-0.32
(-2.33%)
At close: April 4 at 8:03:45 PM EDT
Fund Summary
The advisor uses a macro asset allocation strategy, investing varying percentages of its portfolio in global stocks, bonds, money market instruments, foreign currencies and cash. The advisor has wide flexibility in the relative weightings given to each category. With respect to its equity investments, the fund may invest in individual equity securities to an unlimited extent. It may invest in common stock, preferred stock, securities convertible into common stock, non-convertible preferred stock and depositary receipts.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 12.92% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 24 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -4.00% |
| 5y Average Return | 4.15% |
| Rank in Category (ytd) | 57 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BRBCX | Category Average | BRBCX | Category Average | BRBCX | Category Average | |
| Alpha | 1.94 | -0 | 1.52 | -0.01 | 0.16 | -0 |
| BETA | 0 | 0 | 0.04 | 0 | 0.09 | 0 |
| Mean Annual Return | 0.54 | 0 | 0.39 | 0 | 0.24 | 0 |
| R-squared | 0.02 | 0.45 | 1.12 | 0.42 | 7.73 | 0.48 |
| Standard Deviation | 4.85 | 0.08 | 5.22 | 0.07 | 4.95 | 0.06 |
| Sharpe Ratio | 0.4 | 0 | 0.38 | 0 | 0.18 | 0 |
| Treynor Ratio | 479.62 | 0.23 | 54.55 | 0.09 | 8.25 | 0.05 |
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