Back to top
Blackrock Tactical Opportunities Fund - Class A: (MF: PCBAX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$14.05 USD
-0.07 (-0.50%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.64 | 34 |
| 3 months | 0.28 | 82 |
| 6 months | 7.64 | 34 |
| 1 Year | 7.96 | 81 |
| 3 Year | 5.40 | 6 |
| 5 Year | 4.75 | 70 |
| 10 Year | 3.48 | 80 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 88.39 |
| Bear Market (10/07 - 2/09) | -36.51 |
| Bull Market (2/09 - 3/21) | 178.00 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 2.58 |
| 5 Year | 3.68 |
| 10 Year | 2.95 |
| Since Inception | 6.42 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.34 | 0.28 | NA | NA |
| 2023 | -1.47 | 3.63 | 2.84 | -2.48 |
| 2022 | -1.43 | -0.80 | 2.27 | 5.77 |
| 2021 | -1.22 | 1.09 | 1.94 | -1.48 |
| 2020 | -0.22 | 3.07 | -0.58 | 4.15 |
| 2019 | 1.39 | -1.23 | -0.51 | 1.79 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.64 | 2.40 | 5.77 | 0.28 | 6.49 | 1.41 | 4.35 | 7.71 | -0.08 | -0.79 | 2.00 |
| % Total Return Rel to Index | -7.65 | -23.84 | 23.98 | -28.39 | -11.91 | -30.07 | 8.74 | -14.08 | -12.01 | -2.17 | -11.64 |
| % Total Return Rel to Peer | 1.45 | -10.75 | 18.74 | -11.21 | -4.19 | -15.78 | 10.84 | -5.75 | -6.35 | 1.56 | -2.07 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 1.52 | 0.00 | 0.00 | 0.33 | 0.41 | 0.50 | 0.11 | 0.18 | 0.46 | 0.30 |
| % Yield | 0.00 | 11.05 | 0.00 | 0.00 | 2.30 | 2.91 | 3.34 | 0.75 | 1.33 | 3.22 | 1.91 |
| Capital Gains ($) | 0.00 | 0.00 | 0.47 | 0.00 | 0.00 | 0.00 | 0.84 | 0.00 | 0.00 | 0.20 | 0.80 |
| Expense Ratio | 0.00 | 1.07 | 1.08 | 1.09 | 1.14 | 1.09 | 1.20 | 1.20 | 1.18 | 1.11 | 1.13 |
* 1 = Top 20%, 5 = Bottom 20%