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BlackRock Sustainable Balanced Instl (MACPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.57+0.03 (+0.11%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.35%
5-year average return9.34%
Number of years up43
Number of years down7
Best 1-yr total return (19 May 2024)21.84%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return21.84%
Worst 3-yr total return4.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMACPXCategory
YTD2.63%9.69%
1-month-2.72%0.91%
3-month2.46%5.21%
1-year11.34%27.06%
3-year3.55%11.00%
5-year8.01%10.26%
10-year8.15%8.34%
Last bull market18.37%15.58%
Last bear market-10.98%-12.16%

Annual total return (%) history

Year
MACPXCategory
2024
N/AN/A
2023
16.89%N/A
2022
-15.48%N/A
2021
16.59%N/A
2020
15.42%11.72%
2019
21.84%19.23%
2018
-3.12%-5.76%
2017
14.62%13.21%
2016
8.52%7.34%
2015
0.38%-1.93%
2014
10.99%6.21%
2013
20.35%16.48%
2012
12.75%11.72%
2011
2.90%-0.11%
2010
11.09%11.83%
2009
18.63%24.13%
2008
-28.06%-28.00%
2007
5.61%5.99%
2006
14.83%11.29%
2005
4.27%5.13%
2004
8.26%8.86%
2003
21.49%20.35%
2002
-13.43%-12.02%
2001
-4.84%-5.05%
2000
7.76%1.82%
1999
4.54%10.71%
1998
6.18%13.52%
1997
21.41%19.63%
1996
12.67%13.70%
1995
32.87%25.63%
1994
0.91%-2.52%
1993
13.71%11.37%
1992
5.03%7.73%
1991
25.18%24.89%
1990
0.69%-1.10%
1989
22.98%19.04%
1988
17.04%12.38%
1987
4.60%2.33%
1986
19.89%16.43%
1985
29.88%27.31%
1984
8.66%8.22%
1983
23.13%17.96%
1982
19.66%29.46%
1981
11.33%4.32%
1980
24.64%19.48%
1979
26.62%15.00%
1978
11.69%4.67%
1977
-7.37%0.43%
1976
12.75%27.96%
1975
23.86%29.04%
1974
-24.75%-16.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.49%N/AN/AN/A
20236.28%3.84%-3.52%9.79%
2022-5.70%-10.98%-6.10%7.22%
20212.70%6.34%0.07%6.69%
2020-12.99%15.52%6.08%8.25%
201910.32%3.88%0.90%5.37%
20180.35%1.49%4.59%-9.06%
20174.47%2.38%3.64%3.39%
20160.48%0.78%3.45%3.59%
20150.92%-0.45%-3.90%3.98%
20142.43%2.84%0.89%4.44%
20136.31%0.45%4.35%8.00%
20128.50%-2.40%5.54%0.88%
20116.08%2.38%-12.13%7.83%
20104.67%-6.65%6.71%6.54%
2009-7.21%9.91%11.53%4.30%
2008-5.03%-2.29%-8.59%-15.19%
20071.17%4.83%1.76%-2.15%
20063.51%-0.11%5.28%5.49%
2005-0.71%0.45%2.31%2.19%
20041.74%0.71%-0.29%5.97%
2003-2.38%11.92%1.24%9.84%
20023.18%-7.94%-13.36%5.19%
2001-6.55%3.98%-9.94%8.74%
20001.84%-1.50%5.30%2.02%
19991.80%6.48%-7.04%3.74%
19988.84%-0.85%-11.41%11.07%
19971.10%10.45%7.21%1.42%
19961.15%1.62%2.91%6.53%
19957.94%8.50%6.18%6.85%
1994-1.82%1.31%3.36%-1.84%
19935.92%0.82%4.25%2.13%
1992-0.07%0.19%1.07%3.80%
199110.73%-0.20%6.89%5.97%
1990-3.19%5.71%-8.34%7.34%
19894.39%7.57%6.38%2.94%
19887.73%4.97%0.56%2.92%
198714.71%3.05%5.27%-15.94%
198616.04%2.64%-4.42%5.31%
19859.52%7.74%-2.40%12.77%
1984-2.96%-3.50%9.89%5.59%
19836.39%11.23%2.48%1.53%
1982-3.85%-0.22%9.73%13.67%
19819.44%4.45%-10.05%8.27%
1980-5.26%13.72%10.62%4.59%
19799.61%4.11%8.01%2.74%
1978-2.21%9.78%9.87%-5.31%
1977-10.07%5.50%-3.64%1.32%
197612.00%0.37%0.56%-0.26%
197515.68%11.07%-10.34%7.52%
1974-10.80%-3.95%-18.65%7.97%

Rank in category (by total return)

YTD28
1-month18
3-month14
1-year36
3-year17
5-year15

Load adjusted returns

1-year11.34%
3-year3.55%
5-year8.01%
10-year8.15%