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Blackrock Impact U.s. Equity Fund - Investor A Shares: (MF: BIRAX)
(NASDAQ Mutual Funds) As of Oct 17, 2024 08:00 PM ET
$22.13 USD
-0.04 (-0.18%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.66 | 24 |
| 3 months | 5.06 | 60 |
| 6 months | 9.98 | 15 |
| 1 Year | 36.42 | 27 |
| 3 Year | 10.46 | 22 |
| 5 Year | 15.73 | 23 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 29.62 |
| 5 Year | 14.55 |
| 10 Year | NA |
| Since Inception | 13.22 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.61 | 4.68 | 5.06 | NA |
| 2023 | 7.24 | 7.73 | -3.32 | 12.12 |
| 2022 | -6.48 | -16.12 | -5.22 | 7.71 |
| 2021 | 6.86 | 8.58 | 0.05 | 10.45 |
| 2020 | -20.34 | 23.70 | 7.95 | 14.80 |
| 2019 | 14.61 | 3.86 | 1.12 | 8.63 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.66 | 25.25 | -19.92 | 28.25 | 22.12 | 30.77 | -5.65 | 21.22 | 13.93 |
| % Total Return Rel to Index | -0.44 | -0.99 | -1.72 | -0.42 | 3.72 | -0.71 | -1.26 | -0.57 | 1.99 |
| % Total Return Rel to Peer | 4.69 | 2.25 | -0.22 | 6.19 | 2.20 | 2.35 | 1.20 | 0.54 | 6.11 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.06 | 0.16 | 0.15 | 0.07 | 0.13 | 0.13 | 0.13 | 0.13 | 0.14 |
| % Yield | 0.27 | 0.70 | 0.90 | 0.33 | 0.71 | 0.87 | 1.09 | 0.93 | 1.23 |
| Capital Gains ($) | 2.37 | 0.00 | 0.00 | 1.14 | 0.48 | 0.26 | 0.82 | 0.54 | 0.14 |
| Expense Ratio | 0.73 | 0.73 | 0.73 | 0.74 | 0.80 | 0.80 | 0.80 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%