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Blackrock Impact U.s. Equity Fund - Investor C Shares: (MF: BIRCX)
(NA) As of Sep 19, 2024 08:00 PM ET
$21.35 USD
+0.38 (1.81%)
Zacks MF Rank 2-Buy 2
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.58 | 28 |
| 3 months | 6.63 | 33 |
| 6 months | 11.44 | 14 |
| 1 Year | 26.62 | 30 |
| 3 Year | 7.17 | 35 |
| 5 Year | 14.78 | 31 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 10/17) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 23.35 |
| 5 Year | 14.00 |
| 10 Year | NA |
| Since Inception | 12.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.40 | 4.48 | NA | NA |
| 2023 | 7.02 | 7.49 | -3.46 | 11.89 |
| 2022 | -6.66 | -16.25 | -5.34 | 7.48 |
| 2021 | 6.63 | 8.35 | -0.09 | 10.21 |
| 2020 | -20.53 | 23.54 | 7.73 | 14.67 |
| 2019 | 14.37 | 3.66 | 0.97 | 8.42 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.58 | 24.27 | -20.48 | 27.22 | 21.28 | 29.82 | -6.38 | 20.31 | 13.19 |
| % Total Return Rel to Index | -0.96 | -1.97 | -2.27 | -1.45 | 2.87 | -1.67 | -1.99 | -1.48 | 1.25 |
| % Total Return Rel to Peer | 3.73 | 1.27 | -0.78 | 5.17 | 1.36 | 1.39 | 0.47 | -0.36 | 5.37 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.02 | 0.03 | 0.00 | 0.03 | 0.04 | 0.06 | 0.06 | 0.10 |
| % Yield | 0.00 | 0.07 | 0.20 | 0.00 | 0.17 | 0.28 | 0.51 | 0.48 | 0.88 |
| Capital Gains ($) | 2.37 | 0.00 | 0.00 | 1.09 | 0.47 | 0.26 | 0.82 | 0.54 | 0.14 |
| Expense Ratio | 1.48 | 1.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%