Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKCPX (BlackRock 20/80 Target Allocation Fund C) | 3.70% | 11.13% | 8.41% | 2.92% | 4.62% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKCPX (BlackRock 20/80 Target Allocation Fund C) | 03/29/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 11.13 | 8.41 | 2.92 | 4.62 | NA | NA | … | … | 3.70 | 10.68 | 6.03 | 8.78 | -14.64 | 4.57 | 10.73 | 12.60 | -2.20 | 8.06 | 2.25 |
| Sharpe Ratio | NA | 1.83 | 0.83 | 0.07 | 0.51 | NA | NA | … | … | 1.07 | 1.41 | 0.43 | 0.63 | -1.73 | 1.13 | 1.23 | 4.25 | -0.91 | 3.40 | 0.92 |
| Standard Deviation(%) | NA | 5.00 | 6.60 | 6.95 | 5.96 | NA | NA | … | … | 6.33 | 5.57 | 5.57 | 8.22 | 9.33 | 4.02 | 8.51 | 2.62 | 3.95 | 2.19 | 2.98 |
| Draw Down(%) | NA | 4.43 | 6.62 | 18.85 | 18.85 | NA | NA | … | … | 4.43 | 4.88 | 3.00 | 6.62 | 18.36 | 2.29 | 11.41 | 0.93 | 4.86 | 0.98 | 2.38 |
| Yield(%) | 0.00 | 4.54 | 4.30 | 3.68 | 3.86 | 2.61 | 1.96 | … | … | 0.00 | 4.69 | 4.48 | 3.69 | 2.95 | 4.90 | 4.71 | 2.73 | 4.81 | 2.86 | 1.88 |
Data as of 06/04/2026, Common starting date is 03/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKCPX (BlackRock 20/80 Target Allocation Fund C) |
-2.36%
Oct 2020 – Oct 2023 |
1.39%
Oct 2017 – Oct 2022 |
4.50%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKCPX (BlackRock 20/80 Target Allocation Fund C) |
9.27%
Oct 2022 – Oct 2025 |
6.62%
Dec 2016 – Dec 2021 |
4.67%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart