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Blackrock Impact U.s. Equity Fund - Class K Shares: (MF: BIRKX)
(NASDAQ Mutual Funds) As of Aug 8, 2025 08:00 PM ET
$22.49 USD
+0.20 (0.90%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.98 | 38 |
| 3 months | 11.60 | 40 |
| 6 months | 5.98 | 38 |
| 1 Year | 13.27 | 46 |
| 3 Year | 19.07 | 35 |
| 5 Year | 16.17 | 19 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 13.27 |
| 5 Year | 16.17 |
| 10 Year | NA |
| Since Inception | 14.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.04 | 11.60 | NA | NA |
| 2024 | 10.70 | 4.74 | 5.14 | 1.64 |
| 2023 | 7.33 | 7.80 | -3.24 | 12.24 |
| 2022 | -6.40 | -16.08 | -5.06 | 7.72 |
| 2021 | 6.95 | 8.65 | 0.08 | 10.56 |
| 2020 | -20.34 | 23.88 | 8.02 | 14.88 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.98 | 23.94 | 25.65 | -19.67 | 28.60 | 22.46 | 31.32 | -5.46 | 21.53 |
| % Total Return Rel to Index | -0.22 | -1.07 | -0.59 | -1.47 | -0.08 | 4.06 | -0.17 | -1.07 | -0.26 |
| % Total Return Rel to Peer | 0.84 | 4.55 | 2.65 | 0.02 | 6.54 | 2.55 | 2.89 | 1.39 | 0.85 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 1.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.20 | 0.21 | 0.20 | 0.12 | 0.16 | 0.16 | 0.17 | 0.15 |
| % Yield | 0.00 | 0.79 | 0.82 | 1.20 | 0.53 | 0.90 | 1.09 | 1.37 | 1.12 |
| Capital Gains ($) | 0.00 | 3.46 | 0.00 | 0.00 | 1.14 | 0.48 | 0.26 | 0.82 | 0.54 |
| Expense Ratio | 0.00 | 0.43 | 0.43 | 0.43 | 0.43 | 0.50 | 0.50 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%