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Nasdaq - Delayed Quote USD
BlackRock 20/80 Target Allocation R (BRCPX)
10.72
-0.15
(-1.38%)
At close: 8:00:08 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.83% |
| 5y Average Return | 3.28% |
| Number of Years Up | 15 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 3, 2025) | 12.20% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 12.20% |
| Worst 3Y Total Return | -1.60% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BRCPX
Category
- YTD
- 1.30%
- 3.28%
- 1-Month
- -1.27%
- 0.61%
- 3-Month
- 1.30%
- 3.02%
- 1-Year
- 4.96%
- 11.74%
- 3-Year
- 1.16%
- 6.56%
- 5-Year
- 3.24%
- 5.38%
- 10-Year
- 2.73%
- 4.87%
- Last Bull Market
- 8.77%
- 8.64%
- Last Bear Market
- -8.28%
- -5.09%
Annual Total Return (%) History
Year
BRCPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.30% | -- | -- | -- |
| 2024 | 1.60% | 0.93% | 4.96% | -2.19% |
| 2023 | 3.66% | 0.67% | -3.60% | 7.49% |
| 2022 | -5.46% | -8.28% | -5.08% | 3.11% |
| 2021 | -0.41% | 2.85% | -0.32% | 1.69% |
| 2020 | -4.73% | 7.13% | 2.78% | 4.85% |
| 2019 | 5.10% | 2.88% | 1.57% | 1.88% |
| 2018 | -1.05% | -0.36% | 1.52% | -2.96% |
| 2017 | 2.12% | 1.54% | 1.87% | 1.55% |
| 2016 | 0.75% | 1.58% | 1.28% | -1.18% |
| 2015 | 2.75% | -0.52% | -1.82% | 0.45% |
| 2014 | 1.56% | 2.57% | -0.33% | 2.13% |
| 2013 | 3.59% | -0.27% | 3.48% | 4.32% |
| 2012 | 6.52% | -1.21% | 4.69% | 1.22% |
| 2011 | 3.09% | 0.56% | -6.89% | 4.32% |
| 2010 | 3.08% | -3.40% | 7.03% | 5.28% |
| 2009 | -3.28% | 10.56% | 10.85% | 3.23% |
| 2008 | -3.33% | -0.59% | -9.22% | -10.43% |
| 2007 | 1.30% | 2.36% | 2.79% | 0.93% |
Rank in Category (By Total Return)
| YTD | 50 |
| 1-Month | 78 |
| 3-Month | 50 |
| 1-Year | 60 |
| 3-Year | 89 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | 4.96% |
| 3-Year | 1.16% |
| 5-Year | 3.24% |
| 10-Year | 2.73% |
Performance & Risk
| YTD Return | 0.83% |
| 5y Average Return | 3.28% |
| Rank in Category (ytd) | 50 |
| % 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 | 1.30% |
| Yield | 3.68% |
| 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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