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BlackRock 60/40 Target Allocation K (BKGPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.810.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.92%
5-year average return8.33%
Number of years up5
Number of years down2
Best 1-yr total return (13 Jun 2024)21.05%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return21.05%
Worst 3-yr total return2.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBKGPXCategory
YTD5.60%9.69%
1-month3.76%0.91%
3-month2.59%5.21%
1-year15.37%27.06%
3-year2.48%11.00%
5-year8.45%10.26%
10-year6.68%8.34%
Last bull market18.05%15.58%
Last bear market-11.82%-12.16%

Annual total return (%) history

Year
BKGPXCategory
2024
N/AN/A
2023
15.70%N/A
2022
-15.78%N/A
2021
11.40%N/A
2020
17.28%11.72%
2019
21.05%19.23%
2018
-5.86%-5.76%
2017
14.80%13.21%
2016
N/A7.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.39%N/AN/AN/A
20235.36%4.00%-3.57%9.49%
2022-4.78%-11.82%-5.69%6.36%
20212.54%4.95%-0.91%4.46%
2020-12.64%14.63%5.87%10.61%
20199.17%3.85%1.06%5.65%
2018-0.68%0.68%3.46%-9.01%
20174.10%2.65%3.45%3.84%
20161.73%2.81%0.68%N/A

Rank in category (by total return)

YTD35
1-month15
3-month39
1-year44
3-year49
5-year31

Load adjusted returns

1-year15.37%
3-year2.48%
5-year8.45%
10-year6.68%