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Blackrock Tactical Opportunities Fund - Service: (MF: PCBSX)
(NA) As of Sep 18, 2024 08:00 PM ET
$13.73 USD
-0.01 (-0.07%)
Zacks MF Rank 5-Strong Sell 5
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Nov 30, 2019
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.91 | 98 |
| 3 months | 3.89 | 58 |
| 6 months | 2.66 | 99 |
| 1 Year | 0.74 | 98 |
| 3 Year | 4.53 | 95 |
| 5 Year | 2.54 | 96 |
| 10 Year | 4.92 | 94 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 86.36 |
| Bear Market (10/07 - 2/09) | -36.43 |
| Bull Market (2/09 - 10/17) | 124.74 |
Load Adjusted Returns as of Nov 30, 2019
| 1 Year | -2.72 |
| 5 Year | 2.21 |
| 10 Year | 4.87 |
| Since Inception | 6.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2019 | 1.39 | -1.16 | -0.51 | NA |
| 2018 | 3.28 | 1.68 | 1.86 | -2.43 |
| 2017 | 0.14 | 2.01 | 2.70 | 2.73 |
| 2016 | -1.61 | -1.34 | 0.90 | 2.01 |
| 2015 | 4.44 | -1.86 | -4.27 | 1.10 |
| 2014 | 0.19 | 1.70 | -0.25 | 0.32 |
Annual Return
| 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.91 | 4.36 | 7.78 | -0.08 | -0.78 | 1.97 | 11.40 | 11.93 | -3.46 | 13.09 | 27.34 |
| % Total Return Rel to Index | -25.73 | 8.76 | -14.00 | -12.01 | -2.17 | -11.67 | -20.97 | -4.06 | -5.56 | -1.97 | 0.91 |
| % Total Return Rel to Peer | -14.69 | 9.94 | -5.36 | -6.43 | 1.54 | -3.44 | -4.27 | 0.47 | -3.33 | 1.47 | 3.30 |
| % Perf Quintile vs Peer* | 5.00 | 1.00 | 5.00 | 5.00 | 2.00 | 5.00 | 4.00 | 3.00 | 5.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.51 | 0.11 | 0.19 | 0.46 | 0.30 | 0.21 | 0.26 | 0.18 | 0.29 | 0.20 |
| % Yield | 3.32 | 3.38 | 0.76 | 1.41 | 3.23 | 1.89 | 1.24 | 1.64 | 1.24 | 1.86 | 1.43 |
| Capital Gains ($) | 0.00 | 0.84 | 0.00 | 0.00 | 0.20 | 0.80 | 1.31 | 0.57 | 0.31 | 0.00 | 0.00 |
| Expense Ratio | 1.12 | 1.16 | 1.17 | 1.17 | 1.17 | 1.17 | 1.24 | 1.27 | 1.24 | 1.27 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%