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Blackrock Large Cap Srs Fds, Blackrock Event Driven Equity Fd C Shs: (MF: BCLPX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$8.36 USD
-0.05 (-0.60%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.36 | 96 |
| 3 months | -0.83 | 56 |
| 6 months | -0.36 | 96 |
| 1 Year | 4.37 | 96 |
| 3 Year | 0.61 | 82 |
| 5 Year | 2.29 | 98 |
| 10 Year | 3.37 | 96 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 230.11 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 3.33 |
| 5 Year | 2.28 |
| 10 Year | 3.37 |
| Since Inception | 3.85 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.48 | -0.83 | NA | NA |
| 2023 | 0.49 | -0.97 | 1.36 | 3.34 |
| 2022 | -0.11 | -2.26 | 0.08 | 1.47 |
| 2021 | 0.47 | 1.52 | -1.44 | 0.35 |
| 2020 | -5.26 | 5.43 | 1.76 | 3.52 |
| 2019 | 1.97 | 1.69 | 1.30 | 1.11 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.36 | 4.23 | -0.85 | 0.88 | 5.22 | 6.21 | 4.39 | 6.16 | 3.17 | -2.42 | 9.30 |
| % Total Return Rel to Index | -15.66 | -22.01 | 17.34 | -27.80 | -13.17 | -25.27 | 8.78 | -15.63 | -8.76 | -3.81 | -4.33 |
| % Total Return Rel to Peer | -11.02 | -18.76 | 18.84 | -21.17 | -14.69 | -22.20 | 11.25 | -14.51 | -4.64 | -0.82 | 1.10 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 4.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.14 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 1.63 | 0.69 | 0.00 | 0.00 | 0.05 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.13 | 0.18 | 0.26 | 0.27 | 0.12 | 0.38 | 0.00 | 6.41 | 0.33 |
| Expense Ratio | 0.00 | 2.15 | 2.16 | 2.17 | 2.17 | 2.21 | 2.33 | 2.39 | 2.39 | 2.39 | 2.39 |
* 1 = Top 20%, 5 = Bottom 20%