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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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
9.01%
5-year average return
8.81%
Number of years up
4
Number of years down
1
Best 1-yr total return (2 Jul 2024)
21.98%
Worst 1-yr total return (2 Jul 2024)
N/A
Best 3-yr total return
21.98%
Worst 3-yr total return
4.45%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
MKCPX
Category
YTD
8.61%
9.69%
1-month
1.66%
0.91%
3-month
2.95%
5.21%
1-year
15.06%
27.06%
3-year
4.69%
11.00%
5-year
9.01%
10.26%
10-year
8.46%
8.34%
Last bull market
18.37%
15.58%
Last bear market
-10.94%
-12.16%
Annual total return (%) history
Year
MKCPX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
5.49%
2.95%
N/A
N/A
2023
6.27%
3.88%
-3.54%
9.83%
2022
-5.70%
-10.94%
-6.11%
7.27%
2021
2.70%
6.38%
0.06%
6.73%
2020
-12.99%
15.52%
6.11%
8.28%
2019
10.38%
3.92%
0.88%
5.41%
2018
1.54%
4.59%
-9.07%
N/A
Rank in category (by total return)
YTD
21
1-month
36
3-month
8
1-year
20
3-year
17
5-year
17
Load adjusted returns
1-year
15.06%
3-year
4.69%
5-year
9.01%
10-year
8.46%
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