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BlackRock Tactical Opportunities K (PBAKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.35+0.02 (+0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.98%
5-year average return5.23%
Number of years up7
Number of years downN/A
Best 1-yr total return (2 Jul 2024)8.03%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return8.03%
Worst 3-yr total return3.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPBAKXCategory
YTD7.52%4.43%
1-month0.21%0.25%
3-month0.42%2.85%
1-year8.47%11.96%
3-year5.88%4.46%
5-year5.19%3.69%
10-year3.81%2.51%
Last bull market5.50%6.81%
Last bear market-0.65%-4.99%

Annual total return (%) history

Year
PBAKXCategory
2024
N/AN/A
2023
3.19%N/A
2022
6.29%N/A
2021
0.64%N/A
2020
6.97%4.54%
2019
1.87%8.10%
2018
4.79%-3.33%
2017
8.03%5.28%
2016
N/A2.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.07%0.42%N/AN/A
2023-1.32%3.65%2.96%-2.01%
2022-1.28%-0.65%2.32%5.91%
2021-1.15%1.16%2.08%-1.40%
2020-0.07%3.20%-0.51%4.26%
20191.54%-1.08%-0.44%1.87%
20183.34%1.82%1.98%-2.34%
20170.30%2.08%2.76%2.68%
20162.07%N/AN/AN/A

Rank in category (by total return)

YTD35
1-month46
3-month43
1-year41
3-year27
5-year38

Load adjusted returns

1-year8.47%
3-year5.88%
5-year5.19%
10-year3.81%