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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 12.20%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 3

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

Risk Statistics

3 Years 5 Years 10 Years
BRCPXCategory AverageBRCPXCategory AverageBRCPXCategory Average
Alpha -2.99 -0 -3.43 -0.01 -1.64 0
BETA 0.71 0.01 0.66 0.01 0.58 0.01
Mean Annual Return 0.13 0.01 0.29 0 0.24 0
R-squared 94.35 0.84 92.52 0.83 86.48 0.83
Standard Deviation 9.21 0.07 7.93 0.06 6.26 0.05
Sharpe Ratio -0.32 0.01 0.1 0.01 0.15 0.01
Treynor Ratio -4.87 0.1 0.69 0.08 1.31 0.08

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