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BlackRock 60/40 Target Allocation Inv A (BAGPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.53+0.06 (+0.39%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.64%
5-year average return7.93%
Number of years up12
Number of years down5
Best 1-yr total return (17 Jun 2024)28.23%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return28.23%
Worst 3-yr total return2.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBAGPXCategory
YTD5.44%9.69%
1-month3.70%0.91%
3-month2.44%5.21%
1-year14.92%27.06%
3-year2.09%11.00%
5-year8.04%10.26%
10-year6.39%8.34%
Last bull market17.82%15.58%
Last bear market-11.93%-12.16%

Annual total return (%) history

Year
BAGPXCategory
2024
N/AN/A
2023
15.21%N/A
2022
-16.09%N/A
2021
11.03%N/A
2020
16.82%11.72%
2019
20.62%19.23%
2018
-6.20%-5.76%
2017
14.35%13.21%
2016
4.85%7.34%
2015
-0.31%-1.93%
2014
6.34%6.21%
2013
24.81%16.48%
2012
12.94%11.72%
2011
-2.27%-0.11%
2010
13.66%11.83%
2009
28.23%24.13%
2008
-33.17%-28.00%
2007
11.41%5.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.30%N/AN/AN/A
20235.23%3.93%-3.64%9.32%
2022-4.87%-11.93%-5.74%6.25%
20212.45%4.85%-0.99%4.39%
2020-12.77%14.55%5.75%10.55%
20199.05%3.75%1.00%5.55%
2018-0.76%0.54%3.37%-9.04%
20173.90%2.61%3.34%3.78%
2016-0.18%1.67%2.68%0.61%
20152.71%0.16%-5.42%2.46%
20140.85%3.28%-0.66%2.78%
20137.01%1.59%6.10%8.21%
201210.63%-4.38%5.97%0.75%
20115.16%-0.10%-13.78%7.88%
20103.75%-9.43%10.17%9.79%
2009-7.08%14.62%14.65%5.02%
2008-7.93%0.10%-11.94%-17.66%
20071.99%6.23%3.48%-0.63%

Rank in category (by total return)

YTD40
1-month17
3-month45
1-year51
3-year60
5-year40

Load adjusted returns

1-year8.89%
3-year0.27%
5-year6.88%
10-year5.82%