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PBAIX: BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 17.29 0.09(0.52%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 06/29/1993 |
| Last Dividend Date: | 12/20/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.14% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/15/1996 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 9.4 | 12.6 | 9.9 | 6.4 | 5.7 | 4.8 | 4.9 | 5.7 | 6.5 | 11.7 | 2.9 | 2.5 | 0.5 | 6.9 | 1.7 | 4.7 | 8.1 | 0.2 | -0.5 | 2.3 | 11.9 | 12.3 | -3.2 | 12.7 | 27.8 | -26.7 | 9.8 | 10.4 | 6.6 | 11.6 | 20.6 | -14.2 | -11.4 | -6.2 | 11.0 | 22.0 | 23.8 | 14.6 | 21.0 | -7.1 | 6.3 |
| Sharpe Ratio | NA | 2.96 | 1.72 | 1.06 | 0.58 | 0.64 | NA | NA | 0.39 | 0.61 | 1.21 | -0.12 | 0.13 | 0.08 | 0.88 | 0.04 | 0.67 | 1.34 | -0.01 | -0.09 | 0.49 | 1.81 | 1.56 | -0.23 | 0.97 | 1.64 | -1.25 | 0.6 | 0.86 | 0.64 | 1.29 | 1.72 | -0.93 | -0.99 | -0.71 | 0.65 | 1.51 | 1.73 | 1.13 | 2.87 | -1.42 | 1.65 |
| Draw Down(%) | NA | 1.7 | 3.0 | 6.8 | 6.8 | 8.9 | NA | NA | 39.2 | 6.0 | 6.8 | 3.5 | 4.6 | 4.6 | 8.9 | 4.6 | 3.5 | 2.8 | 5.3 | 7.8 | 4.6 | 6.5 | 7.8 | 14.2 | 11.0 | 16.7 | 37.2 | 8.4 | 9.7 | 4.9 | 5.4 | 9.4 | 22.6 | 21.3 | 12.4 | 7.9 | 11.4 | 7.0 | 5.2 | 5.3 | 11.7 | 3.7 |
| Standard Deviation(%) | NA | 7.0 | 5.8 | 6.3 | 6.6 | 6.3 | NA | NA | 10.3 | 6.3 | 6.7 | 5.8 | 7.9 | 6.2 | 7.5 | 4.5 | 5.0 | 5.5 | 6.8 | 6.7 | 4.7 | 6.6 | 7.9 | 14.0 | 13.0 | 16.8 | 22.0 | 11.3 | 8.2 | 6.8 | 8.2 | 11.6 | 16.5 | 14.2 | 14.7 | 11.8 | 12.3 | 11.6 | 9.6 | 5.9 | 7.2 | 6.4 |
| Treynor Ratio | NA | -1.0 | -1.81 | 0.39 | 0.37 | 0.36 | NA | NA | 0.06 | 0.18 | 0.29 | -0.18 | 0.17 | 0.17 | 0.42 | 0.02 | -0.5 | 0.59 | 0.0 | -0.01 | 0.04 | 0.14 | 0.12 | -0.03 | 0.1 | 0.28 | -0.3 | 0.06 | 0.06 | 0.04 | 0.1 | 0.16 | -0.13 | -0.14 | -0.11 | 0.08 | 0.21 | 0.18 | 0.12 | 0.19 | -0.11 | 0.13 |
| Alpha | NA | 0.08 | 0.04 | 0.02 | 0.01 | 0.01 | NA | NA | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.02 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.02 | -0.03 | 0.01 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.04 | -0.02 | -0.01 | 0.02 | 0.0 | 0.01 | -0.02 | -0.02 | 0.01 |
| Beta | NA | -0.21 | -0.05 | 0.17 | 0.1 | 0.11 | NA | NA | 0.71 | 0.21 | 0.28 | 0.04 | 0.06 | 0.03 | 0.16 | 0.08 | -0.07 | 0.13 | 0.54 | 0.56 | 0.56 | 0.84 | 0.99 | 1.0 | 1.21 | 1.0 | 0.91 | 1.19 | 1.13 | 0.99 | 1.1 | 1.22 | 1.14 | 1.03 | 0.98 | 0.98 | 0.87 | 1.11 | 0.9 | 0.91 | 0.92 | 0.8 |
| RSquared | NA | 0.08 | 0.01 | 0.07 | 0.03 | 0.04 | NA | NA | 0.58 | 0.16 | 0.14 | 0.0 | 0.02 | 0.0 | 0.19 | 0.02 | 0.02 | 0.01 | 0.39 | 0.53 | 0.63 | 0.78 | 0.84 | 0.95 | 0.97 | 0.96 | 0.94 | 0.94 | 0.84 | 0.9 | 0.88 | 0.97 | 0.91 | 0.82 | 0.9 | 0.9 | 0.7 | 0.93 | 0.55 | 0.7 | 0.79 | 0.41 |
| Yield(%) | N/A | 0.0 | 0.0 | 3.6 | 2.2 | 3.1 | 3.8 | 4.1 | N/A | 0.0 | 0.0 | 11.0 | 0.0 | 0.0 | 2.8 | 3.3 | 9.6 | 0.9 | 1.7 | 4.9 | 7.6 | 10.4 | 6.2 | 3.5 | 1.8 | 2.2 | 2.9 | 10.7 | 6.0 | 6.2 | 2.3 | 2.6 | 3.0 | 2.0 | 16.0 | 5.9 | 7.0 | 11.3 | 1.4 | 3.4 | 2.1 | 2.1 |
| Dividend Growth(%) | N/A | N/A | N/A | 314.0 | -39.3 | -50.1 | -33.3 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -16.9 | -67.2 | 1013.4 | -46.4 | -66.9 | -38.7 | -27.7 | 78.7 | 64.7 | 119.1 | 0.4 | -44.4 | -73.8 | 83.7 | -0.3 | 187.8 | 1.6 | -26.6 | 35.0 | -90.4 | 183.3 | -5.1 | -29.7 | 781.8 | -49.7 | 47.6 | 4.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/15/1996
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