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BRBCX: BLACKROCK TACTICAL OPPORTUNITIES FUND INVESTOR C (MUTUAL FUND)
Basic Info 13.53 0(0.0%) April 24
Asset Class: | Tactical Allocation |
MyPlanIQ Rating: | (5%) |
Start Date: | 05/28/1993 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 10.70% |
Expenses | 1.14% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/01/1993 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 7.3 | 9.1 | 4.8 | 3.8 | 2.9 | 5.4 | 3.9 | 4.2 | 1.6 | 5.1 | -0.5 | 5.7 | 0.7 | 3.7 | 6.9 | -0.8 | -1.5 | 1.4 | 10.7 | 11.1 | -4.2 | 11.8 | 26.3 | -27.4 | 8.6 | 9.2 | 5.4 | 10.1 | 19.2 | -15.2 | -12.5 | -7.4 | 51.6 | -0.9 | 1.3 | 10.0 | 19.8 | -8.0 | 6.5 |
Sharpe Ratio | NA | 3.97 | 1.09 | 0.32 | 0.32 | 0.3 | NA | NA | 0.21 | -0.45 | 0.53 | -0.09 | 0.73 | -0.16 | 0.33 | 1.15 | -0.15 | -0.23 | 0.29 | 1.62 | 1.41 | -0.3 | 0.9 | 1.55 | -1.29 | 0.51 | 0.74 | 0.48 | 1.14 | 1.6 | -0.99 | -1.06 | -0.78 | 1.37 | -0.36 | -0.16 | 0.71 | 2.61 | -1.5 | 1.33 |
Draw Down(%) | NA | 1.5 | 3.0 | 6.0 | 9.1 | 11.8 | NA | NA | 40.0 | 3.7 | 4.8 | 4.7 | 9.1 | 5.1 | 5.5 | 2.9 | 5.3 | 8.3 | 4.9 | 6.6 | 8.0 | 14.6 | 11.0 | 16.7 | 37.6 | 8.4 | 9.8 | 5.0 | 5.6 | 9.5 | 23.1 | 22.0 | 13.1 | 8.2 | 19.2 | 14.2 | 7.5 | 5.5 | 12.4 | 3.8 |
Standard Deviation(%) | NA | 5.2 | 4.9 | 6.2 | 6.4 | 6.3 | NA | NA | 12.1 | 5.8 | 7.1 | 6.2 | 7.5 | 4.6 | 7.0 | 5.5 | 6.9 | 6.7 | 4.7 | 6.6 | 7.9 | 14.0 | 13.0 | 16.9 | 22.0 | 11.1 | 8.1 | 6.7 | 8.0 | 11.6 | 16.5 | 14.2 | 14.8 | 35.3 | 11.7 | 13.8 | 9.0 | 6.1 | 7.3 | 6.8 |
Treynor Ratio | NA | 1.32 | 0.39 | 0.37 | 0.28 | 0.18 | NA | NA | 0.06 | -0.36 | 0.75 | -0.1 | 0.61 | -0.14 | -0.54 | 0.5 | -0.03 | -0.05 | 0.04 | 0.2 | 0.19 | -0.07 | 0.17 | 0.43 | -0.55 | 0.08 | 0.08 | 0.05 | 0.13 | 0.28 | -0.26 | -0.26 | -0.18 | 0.93 | -0.1 | -0.05 | 0.13 | 0.26 | -0.19 | 0.18 |
Alpha | NA | 0.07 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | 0.02 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.01 | -0.02 | 0.0 | 0.03 | -0.04 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | -0.01 | -0.03 | -0.01 | 0.14 | -0.06 | -0.06 | -0.01 | -0.01 | -0.04 | 0.02 |
Beta | NA | 0.16 | 0.14 | 0.06 | 0.07 | 0.11 | NA | NA | 0.44 | 0.07 | 0.05 | 0.06 | 0.09 | 0.05 | -0.04 | 0.13 | 0.36 | 0.33 | 0.34 | 0.53 | 0.57 | 0.58 | 0.7 | 0.6 | 0.52 | 0.67 | 0.73 | 0.61 | 0.68 | 0.67 | 0.62 | 0.58 | 0.65 | 0.52 | 0.44 | 0.48 | 0.48 | 0.6 | 0.56 | 0.49 |
RSquared | NA | 0.12 | 0.11 | 0.02 | 0.06 | 0.09 | NA | NA | 0.41 | 0.03 | 0.03 | 0.01 | 0.17 | 0.02 | 0.01 | 0.02 | 0.48 | 0.57 | 0.67 | 0.79 | 0.85 | 0.94 | 0.95 | 0.95 | 0.93 | 0.93 | 0.83 | 0.87 | 0.89 | 0.98 | 0.94 | 0.77 | 0.94 | 0.05 | 0.58 | 0.41 | 0.41 | 0.59 | 0.58 | 0.29 |
Yield(%) | N/A | 0.0 | 10.4 | 4.6 | 3.5 | 3.5 | 5.0 | 4.1 | N/A | 10.5 | 3.1 | 0.0 | 1.5 | 2.2 | 8.4 | 0.7 | 0.6 | 4.0 | 6.9 | 9.7 | 5.2 | 2.7 | 1.0 | 0.7 | 2.2 | 9.8 | 5.1 | 5.2 | 1.1 | 1.4 | 2.0 | 0.9 | 15.0 | 6.5 | 1.2 | 1.2 | 2.0 | 2.2 | 1.3 | 1.6 |
Dividend Growth(%) | N/A | -100.0 | 240.5 | 11.4 | -19.9 | -16.5 | -11.3 | N/A | N/A | 240.5 | N/A | -100.0 | -36.7 | -74.4 | 1200.0 | 12.5 | -85.7 | -45.1 | -29.7 | 98.6 | 82.5 | 185.7 | 75.0 | -75.8 | -78.1 | 98.7 | -1.3 | 413.3 | -11.8 | -39.3 | 100.0 | -95.4 | 229.0 | 416.7 | 0.0 | -33.3 | 8.0 | 56.2 | -15.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/1993
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