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Nasdaq - Delayed Quote USD
BlackRock 60/40 Target Allocation R (BRGPX)
13.74
-0.53
(-3.71%)
At close: 8:00:08 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.66% |
| 5y Average Return | 9.61% |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 3, 2025) | 24.42% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 24.42% |
| Worst 3Y Total Return | 2.18% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BRGPX
Category
- YTD
- -0.82%
- 9.69%
- 1-Month
- -3.20%
- 0.91%
- 3-Month
- -0.82%
- 5.21%
- 1-Year
- 4.72%
- 27.06%
- 3-Year
- 3.75%
- 11.00%
- 5-Year
- 9.47%
- 10.26%
- 10-Year
- 5.99%
- 8.34%
- Last Bull Market
- 11.90%
- 15.58%
- Last Bear Market
- -11.95%
- -12.16%
Annual Total Return (%) History
Year
BRGPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.82% | -- | -- | -- |
| 2024 | 5.24% | 2.26% | 4.74% | -1.42% |
| 2023 | 5.17% | 3.87% | -3.66% | 9.29% |
| 2022 | -4.94% | -11.95% | -5.75% | 6.15% |
| 2021 | 2.39% | 4.79% | -1.05% | 4.35% |
| 2020 | -12.72% | 14.40% | 5.77% | 10.49% |
| 2019 | 9.08% | 3.68% | 0.93% | 5.50% |
| 2018 | -0.77% | 0.54% | 3.30% | -9.16% |
| 2017 | 3.91% | 2.54% | 3.27% | 3.67% |
| 2016 | -0.18% | 1.58% | 2.69% | 0.50% |
| 2015 | 2.63% | 0.08% | -5.44% | 2.40% |
| 2014 | 0.85% | 3.21% | -0.67% | 2.79% |
| 2013 | 6.94% | 1.51% | 6.04% | 8.08% |
| 2012 | 10.58% | -4.40% | 5.91% | 0.80% |
| 2011 | 5.20% | -0.19% | -13.79% | 7.83% |
| 2010 | 3.78% | -9.49% | 10.12% | 9.77% |
| 2009 | -7.11% | 14.53% | 14.73% | 4.76% |
| 2008 | -7.95% | 0.10% | -12.08% | -17.62% |
| 2007 | 1.89% | 6.14% | 3.49% | -0.74% |
Rank in Category (By Total Return)
| YTD | 61 |
| 1-Month | 68 |
| 3-Month | 61 |
| 1-Year | 61 |
| 3-Year | 66 |
| 5-Year | 61 |
Load Adjusted Returns
| 1-Year | 4.72% |
| 3-Year | 3.75% |
| 5-Year | 9.47% |
| 10-Year | 5.99% |
Performance & Risk
| YTD Return | -2.66% |
| 5y Average Return | 9.61% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | BlackRock |
| Net Assets | 1.73B |
| YTD Return | -0.82% |
| Yield | 2.31% |
| Morningstar Rating | |
| Inception Date | Dec 21, 2006 |
Fund Summary
The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 60% of its assets and exposure to fixed-income securities in an amount equal to 40% 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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