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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 18.14%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 4

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

Risk Statistics

3 Years 5 Years 10 Years
BRMPXCategory AverageBRMPXCategory AverageBRMPXCategory Average
Alpha -1.56 -0.01 -1.25 -0.01 -0.6 -0
BETA 0.85 0.01 0.83 0.01 0.79 0.01
Mean Annual Return 0.25 0.01 0.57 0.01 0.41 0.01
R-squared 96.88 0.92 96.83 0.91 95.63 0.91
Standard Deviation 10.9 0.1 9.78 0.08 8.12 0.07
Sharpe Ratio -0.14 0.01 0.41 0.01 0.36 0.01
Treynor Ratio -2.53 0.09 4.48 0.08 3.39 0.07

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