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BlackRock Balanced Managed A Acc (0P0000251B.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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279.57+0.58 (+0.21%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.31%
5-year average return6.21%
Number of years up14
Number of years down4
Best 1-yr total return (5 Jul 2024)25.73%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return25.73%
Worst 3-yr total return2.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000251B.LCategory
YTD5.70%0.00%
1-month1.45%0.00%
3-month3.57%0.00%
1-year11.43%0.00%
3-year2.48%0.00%
5-year6.83%0.00%
10-year6.42%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000251B.LCategory
2024
N/AN/A
2023
8.36%N/A
2022
-11.84%N/A
2021
14.30%N/A
2020
11.09%N/A
2019
17.96%N/A
2018
-5.94%N/A
2017
12.10%N/A
2016
10.74%N/A
2015
3.26%N/A
2014
2.72%N/A
2013
13.93%N/A
2012
11.40%N/A
2011
-9.11%N/A
2010
13.71%N/A
2009
25.73%N/A
2008
-26.88%N/A
2007
10.87%N/A
2006
9.13%N/A
2005
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.96%N/AN/AN/A
20231.96%0.59%-0.45%6.14%
2022-4.82%-9.22%-0.69%2.74%
20212.92%5.67%1.94%3.09%
2020-13.63%14.91%2.89%8.79%
20197.21%4.71%1.53%3.50%
2018-3.39%5.72%2.14%-9.85%
20174.50%1.45%1.54%4.13%
2016-2.78%2.00%7.38%4.01%
20156.45%-3.39%-4.60%5.25%
20140.02%-0.55%1.34%1.91%
20138.40%-2.38%1.90%5.65%
20127.77%-3.39%4.82%2.07%
20110.82%-1.25%-12.91%4.83%
20106.68%-9.25%9.95%6.83%
2009-7.41%11.29%17.31%4.01%
2008-7.16%1.33%-14.13%-9.48%
20072.00%3.05%1.92%3.49%
20066.36%-4.94%2.74%5.07%
20053.29%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month20
3-month24
1-year37
3-year51
5-year16

Load adjusted returns

1-year5.86%
3-year0.74%
5-year5.74%
10-year5.88%