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BlackRock Tactical Opportunities Instl (PBAIX)
18.56
0.00
(0.00%)
At close: 10:48:58 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 17.39% |
|---|---|
| 5y Average Return | 9.54% |
| Number of Years Up | 27 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 30, 2026) | 12.27% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 12.27% |
| Worst 3Y Total Return | 0.65% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PBAIX
Category
- YTD
- 15.37%
- 4.43%
- 1-Month
- 2.82%
- 0.25%
- 3-Month
- 5.49%
- 2.85%
- 1-Year
- 14.07%
- 11.96%
- 3-Year
- 10.35%
- 4.46%
- 5-Year
- 8.15%
- 3.69%
- 10-Year
- 6.58%
- 2.51%
- Last Bull Market
- 7.58%
- 6.81%
- Last Bear Market
- -0.72%
- -4.99%
Annual Total Return (%) History
Year
PBAIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
3.48% | 5.68% | 5.49% | -- |
|
2025
|
0.61% | 3.28% | 3.63% | -1.13% |
|
2024
|
7.07% | 0.35% | -0.63% | 4.65% |
|
2023
|
-1.39% | 3.65% | 2.91% | -2.10% |
|
2022
|
-1.35% | -0.72% | 2.32% | 5.92% |
|
2021
|
-1.21% | 1.16% | 2.00% | -1.40% |
|
2020
|
-0.07% | 3.20% | -0.58% | 4.27% |
|
2019
|
1.46% | -1.15% | -0.44% | 1.81% |
|
2018
|
3.33% | 1.75% | 1.91% | -2.29% |
|
2017
|
0.30% | 2.00% | 2.76% | 2.78% |
Rank in Category (By Total Return)
| YTD | 16 |
| 1-Month | 24 |
|---|---|
| 3-Month | 27 |
| 1-Year | 25 |
| 3-Year | 5 |
| 5-Year | 13 |
Load Adjusted Returns
| 1-Year | 14.07% |
| 3-Year | 10.35% |
|---|---|
| 5-Year | 8.15% |
| 10-Year | 6.58% |
Performance & Risk
| YTD Return | 17.39% |
| 5y Average Return | 9.54% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | Macro Trading |
| Fund Family | BlackRock |
| Net Assets | 7.24B |
| YTD Return | 15.37% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 02, 2016 |
Fund Summary
The advisor uses a macro asset allocation strategy, investing varying percentages of its portfolio in global stocks, bonds, money market instruments, foreign currencies and cash. The advisor has wide flexibility in the relative weightings given to each category. With respect to its equity investments, the fund may invest in individual equity securities to an unlimited extent. It may invest in common stock, preferred stock, securities convertible into common stock, non-convertible preferred stock and depositary receipts.
