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BlackRock 40/60 Target Allocation Inv A (BAMPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.68-0.04 (-0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.91%
5-year average return5.57%
Number of years up13
Number of years down4
Best 1-yr total return (17 Jun 2024)25.70%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return25.70%
Worst 3-yr total return0.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBAMPXCategory
YTD3.16%5.91%
1-month3.16%0.61%
3-month1.64%4.02%
1-year10.15%18.59%
3-year0.47%8.56%
5-year5.53%7.44%
10-year4.93%6.20%
Last bull market14.49%11.89%
Last bear market-9.98%-8.23%

Annual total return (%) history

Year
BAMPXCategory
2024
N/AN/A
2023
11.81%N/A
2022
-15.08%N/A
2021
7.64%N/A
2020
14.38%8.86%
2019
16.22%14.81%
2018
-4.09%-5.04%
2017
11.28%9.86%
2016
3.96%6.62%
2015
0.54%-2.32%
2014
6.28%4.02%
2013
18.23%7.23%
2012
12.67%9.40%
2011
-0.77%1.70%
2010
13.20%10.03%
2009
25.70%20.77%
2008
-27.68%-18.61%
2007
9.36%4.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.33%N/AN/AN/A
20234.62%2.34%-3.64%8.37%
2022-4.65%-9.98%-5.41%4.60%
20211.06%3.84%-0.51%3.09%
2020-8.17%10.99%4.17%7.73%
20197.01%3.36%1.28%3.75%
2018-0.93%0.09%2.64%-5.76%
20173.31%2.22%2.70%2.60%
20160.47%1.59%2.12%-0.27%
20152.76%-0.08%-3.62%1.59%
20141.16%3.02%-0.40%2.39%
20135.35%0.70%4.78%6.37%
20128.60%-2.54%5.42%0.99%
20114.16%0.19%-10.45%6.17%
20103.52%-6.48%8.64%7.63%
2009-5.02%12.71%12.80%4.09%
2008-5.55%-0.20%-10.67%-14.12%
20071.69%4.40%3.00%0.01%

Rank in category (by total return)

YTD30
1-month7
3-month49
1-year53
3-year47
5-year19

Load adjusted returns

1-year4.37%
3-year-1.32%
5-year4.40%
10-year4.36%