Blackrock Impact U.s. Equity Fund - Institutional Shares: (MF: BIRIX)
(NASDAQ Mutual Funds) As of Oct 16, 2024 08:00 PM ET
$22.31 USD
+0.09 (0.41%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 21.93 | 23 |
3 months | 5.17 | 58 |
6 months | 10.12 | 14 |
1 Year | 36.83 | 26 |
3 Year | 10.75 | 20 |
5 Year | 16.02 | 21 |
10 Year | NA | NA |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 36.83 |
5 Year | 16.02 |
10 Year | NA |
Since Inception | 14.16 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.71 | 4.70 | 5.17 | NA |
2023 | 7.33 | 7.75 | -3.26 | 12.21 |
2022 | -6.45 | -16.04 | -5.15 | 7.77 |
2021 | 6.96 | 8.60 | 0.12 | 10.54 |
2020 | -20.29 | 23.80 | 8.00 | 14.86 |
2019 | 14.67 | 3.93 | 1.27 | 8.66 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|
% Total Return | 21.93 | 25.54 | -19.72 | 28.57 | 22.42 | 31.16 | -5.50 | 21.61 | 14.24 |
% Total Return Rel to Index | -0.17 | -0.70 | -1.52 | -0.10 | 4.02 | -0.32 | -1.11 | -0.18 | 2.31 |
% Total Return Rel to Peer | 4.96 | 2.54 | -0.02 | 6.51 | 2.50 | 2.73 | 1.35 | 0.93 | 6.43 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 1.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 |
% Dividends | 0.09 | 0.20 | 0.19 | 0.11 | 0.15 | 0.16 | 0.16 | 0.15 | 0.16 |
% Yield | 0.36 | 0.92 | 1.18 | 0.51 | 0.89 | 1.08 | 1.36 | 1.13 | 1.44 |
Capital Gains ($) | 2.37 | 0.00 | 0.00 | 1.14 | 0.48 | 0.26 | 0.82 | 0.54 | 0.14 |
Expense Ratio | 0.48 | 0.48 | 0.48 | 0.50 | 0.55 | 0.55 | 0.54 | 0.57 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%