Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKMPX (BlackRock 40/60 Target Allocation Fund C) | 6.86% | 16.74% | 11.83% | 5.35% | 7.20% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKMPX (BlackRock 40/60 Target Allocation Fund C) | 03/29/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 16.74 | 11.83 | 5.35 | 7.20 | NA | NA | … | … | 6.86 | 13.44 | 8.79 | 12.15 | -14.81 | 8.13 | 14.67 | 16.66 | -3.70 | 11.68 | 3.93 |
| Sharpe Ratio | NA | 1.65 | 0.95 | 0.27 | 0.64 | NA | NA | … | … | 1.04 | 1.26 | 0.73 | 1.01 | -1.30 | 1.23 | 1.08 | 3.36 | -0.73 | 3.41 | 0.96 |
| Standard Deviation(%) | NA | 7.33 | 8.33 | 9.03 | 8.39 | NA | NA | … | … | 9.30 | 8.42 | 7.09 | 8.49 | 12.52 | 6.56 | 13.30 | 4.52 | 7.03 | 3.24 | 5.13 |
| Draw Down(%) | NA | 5.80 | 8.20 | 19.82 | 19.82 | NA | NA | … | … | 5.80 | 8.20 | 3.82 | 7.50 | 19.26 | 3.29 | 16.67 | 1.85 | 8.78 | 1.14 | 2.49 |
| Yield(%) | 0.00 | 5.89 | 4.48 | 4.00 | 4.64 | 3.14 | 2.36 | … | … | 0.00 | 6.12 | 3.65 | 3.25 | 2.55 | 6.49 | 4.99 | 3.04 | 7.08 | 2.73 | 1.88 |
Data as of 06/05/2026, Common starting date is 03/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKMPX (BlackRock 40/60 Target Allocation Fund C) |
0.05%
Apr 2021 – Apr 2024 |
3.25%
Sep 2017 – Sep 2022 |
6.94%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKMPX (BlackRock 40/60 Target Allocation Fund C) |
13.09%
Dec 2018 – Dec 2021 |
9.32%
Oct 2016 – Oct 2021 |
7.26%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart