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BlackRock Event Driven Equity Instl (BILPX)

10.66 +0.03 (+0.28%)
At close: November 2 at 6:45:10 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 4.06%
5y Average Return 4.10%
Number of Years Up 16
Number of Years Down 2
Best 1Y Total Return (Oct 30, 2026) 32.30%
Worst 1Y Total Return (Oct 30, 2026) --
Best 3Y Total Return 32.30%
Worst 3Y Total Return 2.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BILPX
Category
YTD
2.98%
4.64%
1-Month
-0.19%
-0.23%
3-Month
0.38%
1.87%
1-Year
4.64%
13.76%
3-Year
5.75%
6.25%
5-Year
3.90%
5.34%
10-Year
4.87%
4.15%
Last Bull Market
6.49%
8.78%
Last Bear Market
-2.11%
-6.83%

Annual Total Return (%) History

Year
BILPX
Category
2026
--
--
2025
8.43%
--
2024
2.19%
--
2023
5.37%
--
2022
0.01%
--
2021
1.94%
--
2020
6.30%
6.69%
2019
7.29%
7.68%

2018
5.49%
1.61%
2017
7.14%
4.30%
2016
4.29%
4.11%
2015
-1.56%
-0.75%
2014
10.40%
1.57%
2013
32.30%
7.65%
2012
14.63%
5.36%
2011
4.04%
1.02%
2010
13.65%
5.86%
2009
14.00%
14.30%
2008
-30.91%
-14.90%

Past Quarterly Returns

Year Q1 Q2 Q3 Q4
2026
0.48% 2.11% 0.38% --
2025
1.50% 3.94% 1.15% 1.61%
2024
0.70% -0.50% 2.60% -0.60%
2023
0.72% -0.62% 1.55% 3.65%
2022
0.10% -2.11% 0.38% 1.68%
2021
0.70% 1.89% -1.34% 0.71%
2020
-5.06% 5.76% 2.05% 3.74%
2019
2.25% 1.88% 1.54% 1.42%
2018
-0.11% 2.66% 1.51% 1.34%
2017
3.61% 3.49% 0.84% -0.91%

2016 2.91% -0.90% 0.46% 1.80%
2015 -0.99% -0.27% -2.84% 2.60%
2014 1.00% 1.13% 1.39% 6.60%
2013 11.02% 0.85% 4.96% 12.58%
2012 11.22% -4.17% 7.09% 0.44%
2011 11.34% 2.92% -20.57% 14.30%
2010 4.34% -11.25% 9.92% 11.65%
2009 -11.68% 8.71% 12.46% 5.58%
2008 -12.99% 0.34% -8.34% -13.65%

Rank in Category (By Total Return)

YTD 47
1-Month 45
3-Month 56
1-Year 29
3-Year 40
5-Year 53

Load Adjusted Returns

1-Year 4.64%
3-Year 5.75%
5-Year 3.90%
10-Year 4.87%

Performance & Risk

YTD Return 4.06%
5y Average Return 4.10%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.17
Morningstar Risk Rating

Fund Overview

Category Event Driven
Fund Family BlackRock
Net Assets 4.74B
YTD Return 2.98%
Yield 0.77%
Morningstar Rating
Inception Date Dec 19, 2007

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and related derivative instruments with similar economic characteristics. The manager seeks to achieve its investment objective by employing an event driven strategy, primarily investing in companies that have announced a material change or in companies that BlackRock expects to undergo a material change.

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