BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX)

Basic Info 14.29 0.02(0.14%)
May 14

BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL started on 06/29/1993
BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL is classified as asset class Moderate Allocation
BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL expense ratio is 1.14%
BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL rating is
(97%)

BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) Dividend Info

BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) dividend growth in the last 12 months is 208.74%

The trailing 12-month yield of BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL is 10.86%. its dividend history:

DateDividend
12/20/2023 0.8743
07/20/2023 0.6947
12/19/2022 0.5082
12/23/2020 0.379
12/23/2019 0.456
12/21/2018 1.3917
12/22/2017 0.125
12/29/2016 0.233
12/30/2015 0.704
12/30/2014 1.144
04/16/2014 0.004
12/30/2013 1.487
10/17/2013 0.026
07/18/2013 0.03
04/17/2013 0.03
01/02/2013 0.014
12/13/2012 0.63
10/18/2012 0.095
04/18/2012 0.163
12/12/2011 0.333
10/20/2011 0.069
07/21/2011 0.083
04/20/2011 0.054
12/14/2010 0.094
10/21/2010 0.081
07/22/2010 0.071
12/14/2009 0.061
10/22/2009 0.064
07/23/2009 0.12
12/15/2008 0.2
10/23/2008 0.075
07/17/2008 0.097
04/17/2008 0.069
12/06/2007 1.431
10/23/2007 0.081
07/19/2007 0.092
04/19/2007 0.077
12/07/2006 0.707
09/27/2006 0.07
06/28/2006 0.07
03/29/2006 0.068
12/28/2005 0.09
12/08/2005 0.655
09/28/2005 0.062
06/23/2005 0.062
03/29/2005 0.049
12/20/2004 0.134
09/28/2004 0.067
06/22/2004 0.058
03/29/2004 0.06
12/19/2003 0.076
09/25/2003 0.063
06/26/2003 0.092
03/27/2003 0.083
12/20/2002 0.105
09/24/2002 0.086
06/25/2002 0.12
03/25/2002 0.117
12/21/2001 0.071
09/24/2001 0.06
06/25/2001 0.07
03/26/2001 0.116
12/21/2000 0.118
11/13/2000 2.825
09/25/2000 0.114
06/26/2000 0.129
03/27/2000 0.115
12/22/1999 0.114
11/10/1999 0.696
09/24/1999 0.122
06/24/1999 0.12
03/25/1999 0.113
12/24/1998 0.126
11/09/1998 0.787
09/24/1998 0.119
06/24/1998 0.083
03/25/1998 0.112
12/24/1997 0.118
11/06/1997 1.251
09/24/1997 0.12
06/24/1997 0.141
03/24/1997 0.116
12/24/1996 0.12
03/29/1996 0.078
12/20/1995 0.161
09/29/1995 0.078
06/30/1995 0.078
03/31/1995 0.077
12/20/1994 0.036
09/30/1994 0.077
06/30/1994 0.077
03/31/1994 0.077
12/20/1993 0.106
09/30/1993 0.077
06/30/1993 0.072

Dividend Growth History for BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.569 11.02% 208.74% -
2022 $0.5082 3.59% - 208.74%
2020 $0.379 2.81% -16.89% 60.57%
2019 $0.456 3.31% -67.23% 36.20%
2018 $1.3917 9.62% 1,013.36% 2.43%
2017 $0.125 0.92% -46.35% 52.45%
2016 $0.233 1.71% -66.90% 31.32%
2015 $0.704 4.87% -38.68% 10.54%
2014 $1.148 7.59% -27.66% 3.53%
2013 $1.587 10.43% 78.72% -0.11%
2012 $0.888 6.18% 64.75% 5.31%
2011 $0.539 3.51% 119.11% 9.31%
2010 $0.246 1.78% 0.41% 15.32%
2009 $0.245 2.20% -44.44% 14.18%
2008 $0.441 2.86% -73.77% 8.83%
2007 $1.681 10.75% 83.72% -0.43%
2006 $0.915 6.01% -0.33% 3.22%
2005 $0.918 6.18% 187.77% 3.02%
2004 $0.319 2.33% 1.59% 8.75%
2003 $0.314 2.63% -26.64% 8.38%
2002 $0.428 3.04% 35.02% 6.38%
2001 $0.317 1.98% -90.40% 7.54%
2000 $3.301 16.01% 183.35% -3.18%
1999 $1.165 5.87% -5.05% 1.25%
1998 $1.227 7.04% -29.73% 0.99%
1997 $1.746 11.33% 781.82% -0.41%
1996 $0.198 1.44% -49.75% 7.97%
1995 $0.394 3.39% 47.57% 5.06%
1994 $0.267 2.09% 4.71% 6.30%
1993 $0.255 2.07% - 6.24%

Dividend Growth Chart for BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX)

BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) Historical Returns And Risk Info

From 06/20/1996 to 05/14/2024, the compound annualized total return (dividend reinvested) of BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) is 5.245%. Its cumulative total return (dividend reinvested) is 315.492%.

From 06/20/1996 to 05/14/2024, the Maximum Drawdown of BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) is 39.2%.

From 06/20/1996 to 05/14/2024, the Sharpe Ratio of BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) is 0.38.

From 06/20/1996 to 05/14/2024, the Annualized Standard Deviation of BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) is 10.5%.

From 06/20/1996 to 05/14/2024, the Beta of BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) is 0.74.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
06/20/1996		 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(%) 0.1 7.8 10.5 5.2 5.1 4.0 6.3 5.2 5.2 2.6 6.1 0.5 6.9 1.7 4.7 8.1 0.2 -0.5 2.3 11.9 12.3 -3.2 12.7 27.8 -26.7 9.8 10.4 6.6 11.6 20.6 -14.2 -11.4 -6.2 11.0 22.0 23.8 14.6 21.0 -7.1 6.3
Sharpe Ratio NA 3.62 1.33 0.47 0.54 0.47 NA NA 0.38 -0.28 0.68 0.08 0.83 0.06 0.68 1.35 -0.01 -0.09 0.49 1.81 1.56 -0.23 0.97 1.64 -1.25 0.61 0.88 0.66 1.3 1.72 -0.93 -0.99 -0.7 0.66 1.52 1.74 1.14 2.9 -1.4 1.67
Draw Down(%) NA 1.5 2.8 5.5 8.9 11.1 NA NA 39.2 3.5 4.6 4.6 8.9 4.6 3.5 2.8 5.3 7.8 4.6 6.5 7.8 14.2 11.0 16.7 37.2 8.4 9.7 4.9 5.4 9.4 22.6 21.3 12.4 7.9 11.4 7.0 5.2 5.3 11.7 3.7
Standard Deviation(%) NA 5.2 4.9 6.1 6.5 6.1 NA NA 10.5 5.8 7.0 6.2 8.0 4.5 5.0 5.5 6.8 6.7 4.7 6.6 7.9 14.0 13.0 16.8 22.0 11.3 8.2 6.8 8.2 11.6 16.5 14.2 14.7 11.8 12.3 11.6 9.6 5.9 7.2 6.4
Treynor Ratio NA 0.87 0.39 0.53 0.3 0.18 NA NA 0.05 -0.5 0.93 0.11 0.37 0.03 -0.51 0.6 0.0 -0.01 0.04 0.14 0.12 -0.03 0.1 0.28 -0.3 0.06 0.06 0.05 0.1 0.16 -0.13 -0.14 -0.1 0.08 0.21 0.19 0.13 0.22 -0.12 0.15
Alpha NA 0.06 0.02 0.01 0.01 0.01 NA NA 0.0 -0.01 0.02 0.0 0.01 0.0 0.01 0.02 -0.02 0.0 -0.01 -0.01 0.0 -0.03 -0.01 0.03 -0.03 0.01 -0.01 0.01 0.0 -0.01 -0.01 -0.04 -0.02 0.01 0.03 0.02 0.02 0.01 -0.01 0.04
Beta NA 0.22 0.17 0.05 0.12 0.16 NA NA 0.74 0.03 0.05 0.04 0.18 0.08 -0.07 0.13 0.54 0.56 0.56 0.84 0.99 1.0 1.21 1.0 0.91 1.19 1.13 0.99 1.11 1.21 1.15 1.03 0.99 1.02 0.89 1.04 0.82 0.78 0.85 0.71
RSquare NA 0.12 0.08 0.01 0.06 0.08 NA NA 0.62 0.0 0.01 0.0 0.21 0.02 0.02 0.01 0.39 0.53 0.63 0.78 0.85 0.95 0.97 0.96 0.94 0.94 0.85 0.9 0.9 0.97 0.95 0.82 0.91 0.92 0.7 0.9 0.5 0.6 0.72 0.32
Yield(%) N/A 0.0 10.8 4.9 4.3 4.2 5.9 5.2 N/A 11.0 3.6 0.0 2.8 3.3 9.6 0.9 1.7 4.8 7.5 10.5 6.2 3.5 1.7 2.2 2.9 10.7 6.0 6.2 2.3 2.6 3.1 2.0 16.0 5.8 7.1 11.4 1.5 3.4 2.2 2.1
Dividend Growth(%) N/A -100.0 208.7 -6.7 -19.1 -15.7 N/A N/A N/A 205.9 N/A -100.0 -17.4 -66.9 1058.3 -47.8 -67.1 -38.6 -28.3 78.7 67.9 120.8 0.0 -46.7 -73.2 82.6 0.0 187.5 3.2 -27.9 34.4 -90.3 184.5 -5.7 -29.7 775.0 -50.0 42.9 7.7 N/A

Return Calculator for BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX)

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BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) Historical Return Chart

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BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/20/1996 to 05/14/2024, the worst annualized return of 3-year rolling returns for BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) is -10.98%.
From 06/20/1996 to 05/14/2024, the worst annualized return of 5-year rolling returns for BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) is -1.07%.
From 06/20/1996 to 05/14/2024, the worst annualized return of 10-year rolling returns for BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) is 0.09%.
From 06/20/1996 to 05/14/2024, the worst annualized return of 20-year rolling returns for BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (PBAIX) is 3.25%.

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