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Blackrock Tactical Opportunities Fund - Service: (MF: PCBSX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$14.47 USD
+0.07 (0.49%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.94 | 89 |
| 3 months | -0.70 | 96 |
| 6 months | -0.35 | 95 |
| 1 Year | 4.32 | 96 |
| 3 Year | 4.52 | 45 |
| 5 Year | 4.73 | 80 |
| 10 Year | 3.46 | 87 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 86.36 |
| Bear Market (10/07 - 2/09) | -36.43 |
| Bull Market (2/09 - 3/21) | 177.06 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 4.32 |
| 5 Year | 4.73 |
| 10 Year | 3.46 |
| Since Inception | 6.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.32 | 0.35 | -0.70 | NA |
| 2023 | -1.46 | 3.62 | 2.80 | -2.44 |
| 2022 | -1.43 | -0.72 | 2.19 | 5.84 |
| 2021 | -1.29 | 1.08 | 1.94 | -1.48 |
| 2020 | -0.22 | 3.13 | -0.57 | 4.17 |
| 2019 | 1.39 | -1.16 | -0.51 | 1.79 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.94 | 2.38 | 5.84 | 0.21 | 6.57 | 1.49 | 4.36 | 7.78 | -0.08 | -0.78 | 1.97 |
| % Total Return Rel to Index | -15.16 | -23.85 | 24.05 | -28.46 | -11.82 | -29.99 | 8.76 | -14.00 | -12.01 | -2.17 | -11.67 |
| % Total Return Rel to Peer | -4.77 | -10.77 | 18.81 | -11.29 | -4.10 | -15.70 | 10.86 | -5.67 | -6.35 | 1.56 | -2.11 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 1.53 | 0.00 | 0.00 | 0.36 | 0.37 | 0.51 | 0.11 | 0.19 | 0.46 | 0.30 |
| % Yield | 0.00 | 6.21 | 0.00 | 0.00 | 2.49 | 2.65 | 3.40 | 0.76 | 1.42 | 3.25 | 1.90 |
| Capital Gains ($) | 0.00 | 0.00 | 0.49 | 0.00 | 0.00 | 0.00 | 0.84 | 0.00 | 0.00 | 0.20 | 0.80 |
| Expense Ratio | 1.05 | 1.10 | 1.06 | 1.06 | 1.14 | 1.06 | 1.16 | 1.17 | 1.17 | 1.17 | 1.17 |
* 1 = Top 20%, 5 = Bottom 20%