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Nasdaq - Delayed Quote USD
BlackRock 40/60 Target Allocation R (BRMPX)
12.14
-0.33
(-2.65%)
At close: 8:00:08 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.11% |
| 5y Average Return | 6.58% |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 3, 2025) | 18.14% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 18.14% |
| Worst 3Y Total Return | 0.56% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BRMPX
Category
- YTD
- 0.08%
- 5.91%
- 1-Month
- -2.25%
- 0.61%
- 3-Month
- 0.08%
- 4.02%
- 1-Year
- 4.80%
- 18.59%
- 3-Year
- 2.45%
- 8.56%
- 5-Year
- 6.51%
- 7.44%
- 10-Year
- 4.64%
- 6.20%
- Last Bull Market
- 10.60%
- 11.89%
- Last Bear Market
- -10.00%
- -8.23%
Annual Total Return (%) History
Year
BRMPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.08% | -- | -- | -- |
| 2024 | 3.34% | 1.61% | 4.85% | -1.71% |
| 2023 | 4.54% | 2.34% | -3.73% | 8.33% |
| 2022 | -4.73% | -10.00% | -5.42% | 4.56% |
| 2021 | 1.07% | 3.77% | -0.58% | 3.09% |
| 2020 | -8.27% | 10.93% | 4.19% | 7.68% |
| 2019 | 6.93% | 3.29% | 1.29% | 3.75% |
| 2018 | -0.93% | 0.00% | 2.56% | -5.74% |
| 2017 | 3.32% | 2.14% | 2.71% | 2.53% |
| 2016 | 0.38% | 1.60% | 2.13% | -0.42% |
| 2015 | 2.69% | -0.17% | -3.63% | 1.59% |
| 2014 | 1.08% | 2.96% | -0.40% | 2.42% |
| 2013 | 5.37% | 0.62% | 4.72% | 6.42% |
| 2012 | 8.63% | -2.65% | 5.34% | 0.97% |
| 2011 | 4.19% | 0.19% | -10.51% | 6.18% |
| 2010 | 3.43% | -6.52% | 8.69% | 7.50% |
| 2009 | -4.91% | 12.62% | 12.87% | 4.05% |
| 2008 | -5.56% | -0.30% | -10.61% | -14.26% |
| 2007 | 1.49% | 4.31% | 3.01% | -0.02% |
Rank in Category (By Total Return)
| YTD | 80 |
| 1-Month | 85 |
| 3-Month | 80 |
| 1-Year | 65 |
| 3-Year | 74 |
| 5-Year | 50 |
Load Adjusted Returns
| 1-Year | 4.80% |
| 3-Year | 2.45% |
| 5-Year | 6.51% |
| 10-Year | 4.64% |
Performance & Risk
| YTD Return | -1.11% |
| 5y Average Return | 6.58% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | BlackRock |
| Net Assets | 703.97M |
| YTD Return | 0.08% |
| Yield | 2.91% |
| 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 40% of its assets and exposure to fixed-income securities in an amount equal to 60% 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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