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BlackRock Balanced Growth A Inc (0P00000R20.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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0.00000.0000 (0.00%)
At close: 02:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.80%
5-year average return5.98%
Number of years up25
Number of years down9
Best 1-yr total return (5 Jul 2024)26.38%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return26.38%
Worst 3-yr total return3.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000R20.LCategory
YTD5.47%0.00%
1-month1.37%0.00%
3-month3.47%0.00%
1-year10.61%0.00%
3-year2.77%0.00%
5-year6.70%0.00%
10-year6.31%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000R20.LCategory
2024
N/AN/A
2023
7.77%N/A
2022
-10.60%N/A
2021
13.93%N/A
2020
11.42%N/A
2019
17.10%N/A
2018
-5.95%N/A
2017
10.87%N/A
2016
10.51%N/A
2015
3.50%N/A
2014
2.90%N/A
2013
13.84%N/A
2012
11.63%N/A
2011
-8.86%N/A
2010
14.17%N/A
2009
26.38%N/A
2008
-27.67%N/A
2007
9.25%N/A
2006
9.28%N/A
2005
17.70%N/A
2004
8.84%N/A
2003
17.29%N/A
2002
-17.78%N/A
2001
-15.08%N/A
2000
-1.33%N/A
1999
17.19%N/A
1998
12.14%N/A
1997
17.18%N/A
1996
9.79%N/A
1995
20.33%N/A
1994
-7.72%N/A
1993
26.98%N/A
1992
22.32%N/A
1991
16.13%N/A
1990
-7.56%N/A
1989
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.73%N/AN/AN/A
20231.82%0.93%-1.18%6.12%
2022-4.48%-8.21%0.56%1.39%
20212.78%5.11%2.00%3.37%
2020-11.56%14.79%2.15%7.44%
20196.50%5.97%1.89%1.84%
2018-4.44%6.57%2.09%-9.54%
20174.65%1.14%1.00%3.70%
2016-3.06%1.87%7.57%4.03%
20156.75%-3.42%-4.61%5.24%
20140.06%-0.68%1.69%1.83%
20138.28%-2.27%1.94%5.53%
20127.88%-3.24%4.73%2.10%
20110.77%-1.14%-12.87%5.00%
20107.02%-9.24%9.87%6.98%
2009-7.09%11.74%16.95%4.10%
2008-6.28%-0.39%-13.80%-10.12%
20071.61%2.31%1.65%3.39%
20066.00%-4.36%2.69%4.98%
20052.04%3.76%6.50%4.38%
2004-0.19%1.53%2.55%4.73%
2003-3.30%11.62%1.88%6.67%
20021.36%-9.04%-13.12%2.64%
2001-7.94%-0.49%-15.24%9.37%
2000-1.69%2.14%0.07%-1.81%
19996.47%4.46%-5.92%11.99%
199811.85%0.27%-9.73%10.78%
19973.97%5.10%8.59%-1.25%
19963.88%0.74%3.96%0.91%
19951.33%5.41%5.88%6.39%
1994-5.71%-3.93%1.80%0.07%
19935.88%1.88%7.27%9.73%
19922.72%3.27%2.77%12.20%
199113.85%1.55%5.39%-4.69%
1990-5.38%6.09%-13.78%6.81%
19897.11%6.74%6.56%N/A

Rank in category (by total return)

YTD22
1-month23
3-month26
1-year53
3-year46
5-year17

Load adjusted returns

1-year5.08%
3-year1.03%
5-year5.61%
10-year5.77%