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Blackrock Tactical Opportunities Fund - Class C: (MF: BRBCX)
(NASDAQ Mutual Funds) As of Sep 26, 2024 08:00 PM ET
$13.41 USD
+0.09 (0.68%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.58 | 84 |
| 3 months | -0.51 | 95 |
| 6 months | 0.82 | 96 |
| 1 Year | 5.54 | 94 |
| 3 Year | 4.51 | 15 |
| 5 Year | 4.33 | 81 |
| 10 Year | 2.68 | 91 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 78.36 |
| Bear Market (10/07 - 2/09) | -37.09 |
| Bull Market (2/09 - 3/21) | 147.90 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 6.23 |
| 5 Year | 4.00 |
| 10 Year | 2.76 |
| Since Inception | 3.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.13 | 0.14 | NA | NA |
| 2023 | -1.66 | 3.39 | 2.71 | -2.63 |
| 2022 | -1.62 | -0.90 | 2.04 | 5.64 |
| 2021 | -1.46 | 0.96 | 1.69 | -1.67 |
| 2020 | -0.38 | 2.92 | -0.82 | 3.98 |
| 2019 | 1.20 | -1.41 | -0.68 | 1.59 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.58 | 1.67 | 5.09 | -0.51 | 5.73 | 0.67 | 3.67 | 6.93 | -0.81 | -1.42 | 1.37 |
| % Total Return Rel to Index | -12.96 | -24.56 | 23.30 | -29.19 | -12.66 | -30.81 | 8.06 | -14.86 | -12.74 | -2.81 | -12.26 |
| % Total Return Rel to Peer | -3.38 | -11.48 | 18.06 | -12.02 | -4.94 | -16.52 | 10.17 | -6.52 | -7.08 | 0.92 | -2.70 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 1.42 | 0.00 | 0.00 | 0.18 | 0.29 | 0.32 | 0.08 | 0.08 | 0.37 | 0.22 |
| % Yield | 0.00 | 6.03 | 0.00 | 0.00 | 1.35 | 2.23 | 2.27 | 0.62 | 0.61 | 2.69 | 1.49 |
| Capital Gains ($) | 0.00 | 0.00 | 0.42 | 0.00 | 0.00 | 0.00 | 0.84 | 0.00 | 0.00 | 0.20 | 0.80 |
| Expense Ratio | 1.77 | 1.83 | 1.83 | 1.84 | 1.85 | 1.81 | 1.88 | 1.89 | 1.87 | 1.79 | 1.81 |
* 1 = Top 20%, 5 = Bottom 20%