BIGPX
BlackRock 60/40 Target Allocation-Inst
$16.07
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1650.71M |
| 52 Week High | 16.07 |
| 52 Week Low | 12.986 |
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Key Data
| Symbol | BIGPX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 16.07 |
| Price Yesterday | 16.07 |
| Market Cap | 1,650.71 |
| YTD Return | 9.47% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0029 |
Overview
| 52 Week High | 16.07 |
|---|---|
| 52 Week Low | 12.99 |
| Market Cap | 1,650.71M |
| Shares Outstanding | 102.72M |
| Income Dividend Yield | 2.15% |
| Long Term Dividend Yield | 0.61% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.76% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 150.61% |
| One Months | 46.59% |
| Three Months | 20.50% |
| Six Months | 22.57% |
| Nine Months | 27.72% |
| One Year | 17.45% |
| Three Years | 3.27% |
| Five Years | 8.15% |
| Ten Years | 6.97% |
| YTD | 19.19% |
| Since Inception | 6.67% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.84% |
| One Month | 3.08% |
| Three Months | 4.69% |
| Six Months | 10.52% |
| Nine Months | 19.89% |
| One Year | 17.43% |
| Three Years | 10.08% |
| Five Years | 47.82% |
| Ten Years | 95.74% |
| YTD | 9.47% |
| Since Inception | 207.27% |
Yearly Returns
| 2024 | 9.47% |
|---|---|
| 2023 | 15.82% |
| 2022 | -15.80% |
| 2021 | 11.30% |
| 2020 | 17.33% |
| 2019 | 21.02% |
| 2018 | -5.88% |
| 2017 | 14.69% |
| 2016 | 5.19% |
| 2015 | 0.07% |
Risk against SP-DA
| Alpha | -6.79% |
|---|---|
| Beta | 0.81 |
| Correlation | 98.30% |
| Downside Deviation | 2.44% |
| Coefficient of determination | 96.62% |
| Standard Deviation | 2.64% |
| Sharpe Ratio | -1.23 |
| Sortino | -4.62 |
| Treynor | 14.93 |
| Ulcer Index | 2.73 |
| Ulcer Performance Index | -4.13 |