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Nasdaq - Delayed Quote USD

BlackRock Tactical Opportunities Inv A (PCBAX)

14.06
-0.33
(-2.29%)
At close: 8:03:57 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.83%
5y Average Return 4.90%
Number of Years Up 29
Number of Years Down 7
Best 1Y Total Return (Apr 4, 2025) 13.74%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 13.74%
Worst 3Y Total Return 0.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCBAX
Category
YTD
0.55%
4.43%
1-Month
-0.88%
0.25%
3-Month
0.55%
2.85%
1-Year
4.70%
11.96%
3-Year
7.29%
4.46%
5-Year
5.44%
3.69%
10-Year
3.46%
2.51%
Last Bull Market
4.86%
6.81%
Last Bear Market
-0.80%
-4.99%

Annual Total Return (%) History

Year
PCBAX
Category
2025
--
--
2024
11.43%
--
2023
2.72%
--
2022
5.78%
--
2021
0.29%
--
2020
6.49%
4.54%
2019
1.41%
8.10%
2018
4.34%
-3.33%

2017
7.71%
5.28%
2016
-0.08%
2.01%
2015
-0.85%
-3.07%
2014
1.99%
4.12%
2013
11.49%
4.79%
2012
11.97%
7.78%
2011
-3.52%
-0.21%
2010
13.74%
5.75%
2009
26.43%
20.31%
2008
-26.90%
-21.76%
2007
9.26%
4.33%
2006
9.98%
7.34%
2005
6.08%
0.01%
2004
11.07%
10.31%
2003
25.40%
19.77%
2002
-15.74%
-2.98%
2001
4.15%
3.34%
2000
8.59%
7.59%
1999
12.95%
6.30%
1998
8.25%
8.03%
1997
16.27%
8.94%
1996
20.13%
14.86%
1995
22.75%
19.16%
1994
-5.85%
-5.81%
1993
22.08%
20.85%
1992
7.86%
4.98%
1991
21.04%
17.89%
1990
-3.24%
-3.24%
1989
16.89%
16.89%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.55% -- -- --
2024 7.01% 0.28% -0.71% 4.58%
2023 -1.47% 3.63% 2.85% -2.18%
2022 -1.43% -0.80% 2.27% 5.78%
2021 -1.22% 1.09% 1.95% -1.48%
2020 -0.22% 3.07% -0.58% 4.16%
2019 1.40% -1.23% -0.51% 1.79%
2018 3.21% 1.69% 1.86% -2.41%
2017 0.15% 2.01% 2.70% 2.65%
2016 -1.54% -1.34% 0.83% 2.02%

2015 4.45% -1.80% -4.27% 0.98%
2014 0.20% 1.71% -0.19% 0.27%
2013 2.83% -0.56% 3.99% 4.86%
2012 8.90% -3.91% 4.29% 2.59%
2011 3.82% 0.34% -10.95% 4.01%
2010 3.89% -7.34% 9.84% 7.56%
2009 -5.40% 13.35% 13.66% 3.73%
2008 -5.37% 2.09% -12.86% -13.17%
2007 2.50% 4.84% 2.13% -0.44%
2006 4.28% -2.21% 2.40% 5.32%
2005 -1.42% 1.75% 4.07% 1.62%
2004 3.86% 0.01% -0.95% 7.95%
2003 -2.03% 12.47% 3.28% 10.20%
2002 -0.10% -8.24% -10.80% 3.04%
2001 -3.79% 4.90% -11.26% 16.29%
2000 4.17% -0.82% 3.21% 1.84%
1999 0.67% 4.59% -3.43% 11.09%
1998 9.70% -0.05% -9.12% 8.64%
1997 -1.60% 9.68% 10.16% -2.20%
1996 5.08% 4.06% 3.77% 5.86%
1995 5.26% 7.53% 6.30% 2.03%
1994 -2.39% -2.96% 2.83% -3.34%
1993 7.40% 4.82% 6.12% 2.19%
1992 -0.60% 0.78% 3.38% 4.15%
1991 6.34% 0.26% 7.96% 5.16%
1990 -1.25% 4.64% -6.36% 0.00%
1989 4.21% 5.70% 4.79% 1.28%

Rank in Category (By Total Return)

YTD 54
1-Month 59
3-Month 54
1-Year 22
3-Year 22
5-Year 63

Load Adjusted Returns

1-Year -0.80%
3-Year 5.38%
5-Year 4.31%
10-Year 2.91%

Performance & Risk

YTD Return -3.83%
5y Average Return 4.90%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.01
Morningstar Risk Rating

Fund Overview

Category Macro Trading
Fund Family BlackRock
Net Assets 2.65B
YTD Return 0.55%
Yield 0.00%
Morningstar Rating
Inception Date Jun 01, 1993

Fund Summary

The advisor uses a macro asset allocation strategy, investing varying percentages of its portfolio in global stocks, bonds, money market instruments, foreign currencies and cash. The advisor has wide flexibility in the relative weightings given to each category. With respect to its equity investments, the fund may invest in individual equity securities to an unlimited extent. It may invest in common stock, preferred stock, securities convertible into common stock, non-convertible preferred stock and depositary receipts.

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