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BKMPX: BlackRock 40/60 Target Allocation Fund C (MUTUAL FUND)
Basic Info 14.65 0(0.0%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 03/29/2016 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.93% |
| Expenses | 0.61% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/29/2016 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 5.0 | 14.7 | 11.2 | 5.0 | 7.0 | 7.2 | 13.4 | 8.8 | 12.1 | -14.8 | 8.1 | 14.7 | 16.7 | -3.7 | 11.7 | 3.9 |
| Sharpe Ratio | NA | 1.04 | 1.65 | 0.95 | 0.27 | 0.64 | 0.65 | 1.26 | 0.73 | 1.01 | -1.3 | 1.23 | 1.08 | 3.36 | -0.73 | 3.41 | 0.96 |
| Draw Down(%) | NA | 5.8 | 5.8 | 8.2 | 19.8 | 19.8 | 19.8 | 8.2 | 3.8 | 7.5 | 19.3 | 3.3 | 16.7 | 1.8 | 8.8 | 1.1 | 2.5 |
| Standard Deviation(%) | NA | 9.3 | 7.3 | 8.3 | 9.0 | 8.4 | 8.3 | 8.4 | 7.1 | 8.5 | 12.5 | 6.6 | 13.3 | 4.5 | 7.0 | 3.2 | 5.1 |
| Treynor Ratio | NA | 0.16 | 0.22 | 0.17 | 0.06 | 0.17 | 0.17 | 0.25 | 0.11 | 0.21 | -0.36 | 0.18 | 0.95 | 0.51 | -0.13 | 0.29 | 0.21 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.03 | -0.01 | 0.04 | 0.03 | -0.01 | 0.01 | 0.01 |
| Beta | NA | 0.62 | 0.54 | 0.47 | 0.45 | 0.32 | 0.32 | 0.42 | 0.46 | 0.41 | 0.45 | 0.46 | 0.15 | 0.3 | 0.39 | 0.38 | 0.24 |
| RSquared | NA | 0.89 | 0.86 | 0.73 | 0.75 | 0.51 | 0.51 | 0.9 | 0.72 | 0.43 | 0.79 | 0.91 | 0.16 | 0.69 | 0.89 | 0.68 | 0.27 |
| Yield(%) | N/A | 0.0 | 5.9 | 4.5 | 4.0 | 4.6 | N/A | 6.1 | 3.6 | 3.2 | 2.5 | 6.5 | 5.0 | 3.0 | 7.1 | 2.7 | 1.9 |
| Dividend Growth(%) | N/A | -100.0 | 77.5 | -12.3 | 22.3 | N/A | N/A | 77.5 | 21.2 | 5.5 | -60.0 | 42.2 | 86.4 | -61.8 | 182.9 | 48.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/2016
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