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BlackRock 60/40 Target Allocation Fund (BIGPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.96+0.10 (+0.63%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.94%
5-year average return7.95%
Number of years up13
Number of years down4
Best 1-yr total return (4 Jul 2024)28.65%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return28.65%
Worst 3-yr total return2.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBIGPXCategory
YTD7.85%9.69%
1-month2.13%0.91%
3-month2.33%5.21%
1-year13.85%27.06%
3-year2.82%11.00%
5-year7.93%10.26%
10-year6.80%8.34%
Last bull market18.03%15.58%
Last bear market-11.82%-12.16%

Annual total return (%) history

Year
BIGPXCategory
2024
N/AN/A
2023
15.68%N/A
2022
-15.80%N/A
2021
11.31%N/A
2020
17.33%11.72%
2019
21.02%19.23%
2018
-5.88%-5.76%
2017
14.68%13.21%
2016
5.19%7.34%
2015
0.07%-1.93%
2014
6.77%6.21%
2013
25.17%16.48%
2012
13.44%11.72%
2011
-1.91%-0.11%
2010
14.17%11.83%
2009
28.65%24.13%
2008
-32.93%-28.00%
2007
11.78%5.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.39%2.33%N/AN/A
20235.36%4.00%-3.57%9.47%
2022-4.78%-11.82%-5.69%6.33%
20212.54%4.89%-0.91%4.44%
2020-12.64%14.63%5.87%10.67%
20199.17%3.85%1.06%5.63%
2018-0.60%0.61%3.46%-9.03%
20174.02%2.74%3.37%3.82%
2016-0.09%1.73%2.81%0.66%
20152.84%0.23%-5.35%2.57%
20140.91%3.39%-0.58%2.94%
20137.04%1.67%6.21%8.31%
201210.65%-4.25%6.11%0.91%
20115.32%-0.10%-13.65%7.95%
20103.84%-9.36%10.32%9.94%
2009-6.90%14.66%14.80%4.97%
2008-7.82%0.20%-11.90%-17.58%
20072.09%6.23%3.66%-0.56%

Rank in category (by total return)

YTD29
1-month22
3-month21
1-year32
3-year47
5-year30

Load adjusted returns

1-year13.85%
3-year2.82%
5-year7.93%
10-year6.80%