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BlackRock Balanced Capital K (MKCPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.14+0.16 (+0.59%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.01%
5-year average return8.81%
Number of years up4
Number of years down1
Best 1-yr total return (2 Jul 2024)21.98%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return21.98%
Worst 3-yr total return4.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMKCPXCategory
YTD8.61%9.69%
1-month1.66%0.91%
3-month2.95%5.21%
1-year15.06%27.06%
3-year4.69%11.00%
5-year9.01%10.26%
10-year8.46%8.34%
Last bull market18.37%15.58%
Last bear market-10.94%-12.16%

Annual total return (%) history

Year
MKCPXCategory
2024
N/AN/A
2023
16.95%N/A
2022
-15.41%N/A
2021
16.67%N/A
2020
15.48%11.72%
2019
21.98%19.23%
2018
N/A-5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.49%2.95%N/AN/A
20236.27%3.88%-3.54%9.83%
2022-5.70%-10.94%-6.11%7.27%
20212.70%6.38%0.06%6.73%
2020-12.99%15.52%6.11%8.28%
201910.38%3.92%0.88%5.41%
20181.54%4.59%-9.07%N/A

Rank in category (by total return)

YTD21
1-month36
3-month8
1-year20
3-year17
5-year17

Load adjusted returns

1-year15.06%
3-year4.69%
5-year9.01%
10-year8.46%