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Blackrock Tactical Opportunities Fund - Class K: (MF: PBAKX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$15.72 USD
-0.01 (-0.06%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.97 | 86 |
| 3 months | 3.27 | 85 |
| 6 months | 3.97 | 86 |
| 1 Year | 8.12 | 82 |
| 3 Year | 9.14 | 62 |
| 5 Year | 5.89 | 72 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 8.12 |
| 5 Year | 5.88 |
| 10 Year | NA |
| Since Inception | 5.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.67 | 3.27 | NA | NA |
| 2024 | 7.39 | 0.42 | -0.63 | 4.64 |
| 2023 | -1.31 | 3.65 | 2.95 | -2.30 |
| 2022 | -1.28 | -0.64 | 2.32 | 5.91 |
| 2021 | -1.14 | 1.15 | 2.07 | -1.40 |
| 2020 | -0.07 | 3.20 | -0.50 | 4.25 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.97 | 12.15 | 2.87 | 6.28 | 0.64 | 6.97 | 1.86 | 4.79 | 8.03 |
| % Total Return Rel to Index | -2.23 | -12.87 | -23.36 | 24.49 | -28.03 | -11.42 | -29.62 | 9.18 | -13.76 |
| % Total Return Rel to Peer | -2.66 | 2.23 | -10.28 | 19.25 | -10.86 | -3.71 | -15.33 | 11.28 | -5.42 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 1.58 | 0.00 | 0.00 | 0.39 | 0.47 | 0.57 | 0.12 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.72 | 3.38 | 3.82 | 0.86 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.51 | 0.00 | 0.00 | 0.00 | 0.83 | 0.00 |
| Expense Ratio | 0.62 | 0.66 | 0.68 | 0.66 | 0.66 | 0.72 | 0.67 | 0.75 | 0.77 |
* 1 = Top 20%, 5 = Bottom 20%