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BlackRock Event Driven Equity Inv A (BALPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.530.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.21%
5-year average return3.04%
Number of years up13
Number of years down3
Best 1-yr total return (2 Jul 2024)31.94%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.94%
Worst 3-yr total return2.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBALPXCategory
YTD0.11%4.64%
1-month-0.10%-0.23%
3-month-0.52%1.87%
1-year5.26%13.76%
3-year1.37%6.25%
5-year3.08%5.34%
10-year4.15%4.15%
Last bull market5.70%8.78%
Last bear market-2.11%-6.83%

Annual total return (%) history

Year
BALPXCategory
2024
N/AN/A
2023
5.15%N/A
2022
-0.25%N/A
2021
1.60%N/A
2020
6.03%6.69%
2019
7.16%7.68%
2018
5.14%1.61%
2017
6.87%4.30%
2016
3.94%4.11%
2015
-1.73%-0.75%
2014
10.12%1.57%
2013
31.94%7.65%
2012
14.27%5.36%
2011
3.73%1.02%
2010
13.32%5.86%
2009
13.85%14.30%
2008
-31.20%-14.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.63%-0.52%N/AN/A
20230.76%-0.75%1.52%3.58%
20220.00%-2.11%0.29%1.60%
20210.63%1.77%-1.41%0.64%
2020-5.16%5.66%1.93%3.80%
20192.23%1.85%1.50%1.40%
2018-0.23%2.65%1.35%1.29%
20173.51%3.50%0.76%-1.01%
20162.77%-1.06%0.47%1.74%
2015-1.07%-0.34%-2.94%2.69%
20140.94%1.07%1.35%6.50%
201310.87%0.86%4.86%12.52%
201211.11%-4.22%7.06%0.29%
201111.19%2.95%-20.63%14.18%
20104.35%-11.41%9.83%11.60%
2009-11.59%8.58%12.52%5.40%
2008-13.09%0.34%-8.47%-13.81%

Rank in category (by total return)

YTD70
1-month82
3-month68
1-year65
3-year36
5-year50

Load adjusted returns

1-year-0.27%
3-year-0.44%
5-year1.98%
10-year3.59%