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PCBSX: BLACKROCK TACTICAL OPPORTUNITIES FUND SERVICE (MUTUAL FUND)
Basic Info 15.29 0.03(0.20%) July 03
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 12/20/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.14% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/1996 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 4.4 | 7.8 | 7.8 | 4.8 | 3.7 | 5.3 | 4.5 | 5.1 | 11.4 | 2.7 | 2.3 | 0.2 | 6.6 | 1.5 | 4.4 | 7.8 | -0.1 | -0.8 | 2.0 | 11.4 | 12.0 | -3.5 | 12.5 | 27.3 | -26.8 | 9.5 | 10.1 | 6.3 | 11.2 | 20.3 | -14.5 | -11.7 | -6.5 | 10.7 | 21.6 | 23.5 | 10.4 |
| Sharpe Ratio | NA | 0.76 | 0.6 | 0.65 | 0.41 | 0.35 | NA | NA | 0.33 | 0.72 | -0.28 | 0.12 | 0.03 | 0.84 | 0.02 | 0.61 | 1.31 | -0.04 | -0.13 | 0.41 | 1.74 | 1.52 | -0.25 | 0.95 | 1.62 | -1.25 | 0.59 | 0.85 | 0.61 | 1.25 | 1.69 | -0.94 | -1.0 | -0.73 | 0.64 | 1.49 | 1.71 | 1.98 |
| Draw Down(%) | NA | 6.1 | 6.7 | 6.7 | 6.7 | 9.1 | NA | NA | 39.4 | 6.7 | 3.6 | 4.6 | 4.6 | 9.0 | 4.7 | 3.6 | 2.8 | 5.3 | 8.0 | 4.6 | 6.5 | 7.9 | 14.3 | 11.0 | 16.6 | 37.2 | 8.4 | 9.7 | 5.0 | 5.4 | 9.4 | 22.7 | 21.5 | 12.5 | 8.0 | 11.4 | 7.0 | 5.2 |
| Standard Deviation(%) | NA | 7.7 | 7.7 | 6.9 | 6.6 | 6.5 | NA | NA | 10.6 | 6.7 | 5.8 | 7.9 | 6.3 | 7.5 | 4.5 | 5.0 | 5.5 | 6.9 | 6.7 | 4.7 | 6.5 | 7.9 | 14.0 | 13.0 | 16.8 | 22.0 | 11.2 | 8.1 | 6.8 | 8.2 | 11.6 | 16.5 | 14.2 | 14.6 | 11.7 | 12.3 | 11.6 | 8.5 |
| Treynor Ratio | NA | 0.24 | 0.17 | 0.36 | 0.22 | 0.14 | NA | NA | 0.05 | 0.18 | -0.22 | 0.13 | 0.09 | 0.4 | 0.01 | -0.44 | 0.64 | -0.01 | -0.02 | 0.03 | 0.14 | 0.12 | -0.04 | 0.1 | 0.27 | -0.3 | 0.06 | 0.06 | 0.04 | 0.09 | 0.16 | -0.14 | -0.14 | -0.11 | 0.08 | 0.21 | 0.18 | 0.16 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.02 | -0.03 | 0.01 | -0.01 | 0.01 | 0.0 | -0.01 | -0.02 | -0.04 | -0.03 | -0.01 | 0.02 | 0.0 | 0.01 |
| Beta | NA | 0.25 | 0.28 | 0.13 | 0.12 | 0.16 | NA | NA | 0.72 | 0.26 | 0.07 | 0.07 | 0.02 | 0.16 | 0.09 | -0.07 | 0.11 | 0.56 | 0.57 | 0.56 | 0.84 | 0.99 | 1.0 | 1.21 | 1.0 | 0.91 | 1.18 | 1.12 | 0.98 | 1.1 | 1.22 | 1.14 | 1.03 | 0.97 | 0.98 | 0.87 | 1.11 | 1.04 |
| RSquared | NA | 0.23 | 0.2 | 0.04 | 0.04 | 0.08 | NA | NA | 0.6 | 0.13 | 0.01 | 0.02 | 0.0 | 0.18 | 0.02 | 0.02 | 0.01 | 0.4 | 0.54 | 0.63 | 0.77 | 0.84 | 0.95 | 0.97 | 0.96 | 0.94 | 0.94 | 0.84 | 0.89 | 0.88 | 0.97 | 0.91 | 0.82 | 0.91 | 0.9 | 0.7 | 0.94 | 0.92 |
| Yield(%) | N/A | 0.0 | 0.0 | 3.8 | 2.7 | 3.1 | 4.5 | 4.2 | N/A | 0.0 | 10.9 | 0.0 | 0.0 | 2.7 | 2.7 | 9.4 | 0.9 | 1.5 | 4.6 | 7.3 | 10.1 | 5.9 | 3.2 | 1.6 | 1.9 | 2.7 | 10.5 | 5.8 | 5.9 | 2.0 | 2.3 | 2.8 | 1.7 | 15.7 | 5.6 | 6.7 | 11.0 | 5.7 |
| Dividend Growth(%) | N/A | N/A | -100.0 | 108.3 | -29.6 | -43.3 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -2.4 | -72.4 | 1074.3 | -42.2 | -69.9 | -39.9 | -28.2 | 81.3 | 70.2 | 128.6 | 4.8 | -50.2 | -74.6 | 87.6 | 0.1 | 216.3 | -0.4 | -29.3 | 44.1 | -91.6 | 193.3 | -5.6 | -30.9 | 101.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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See Moderate Allocation Asset Class Trend Rankings |
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