- CUSIP
- 09256H724
- Issuer
- BlackRock
- Inception Date
- Dec 21, 2006
- Category
- Diversified Portfolio
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
Share Price Chart
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Performance
BIGPX Performance Chart
BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is up 10.2% since the beginning of the year. BIGPX is currently trading at $18 per share. Investors who bought $1,000 worth of BIGPX shares 5 years ago would now be looking at an investment worth $1,347.
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Returns By Period
BlackRock 60/40 Target Allocation Fund Class I (BIGPX) has returned 10.19% so far this year and 22.69% over the past 12 months. Over the last ten years, BIGPX has returned 8.80% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
BlackRock 60/40 Target Allocation Fund Class I
- 1D
- 0.90%
- 1M
- 2.18%
- YTD
- 10.19%
- 6M
- 9.94%
- 1Y
- 22.69%
- 3Y*
- 11.55%
- 5Y*
- 6.14%
- 10Y*
- 8.80%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BIGPX Monthly Returns History
Based on dividend-adjusted daily data since Dec 26, 2006, BIGPX's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 years.
Historically, 65% of months were positive and 35% were negative. The best month was Oct 2011 with a return of +8.8%, while the worst month was Oct 2008 at -16.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.
On a daily basis, BIGPX closed higher 51% of trading days. The best single day was Jan 9, 2015 with a return of +9.5%, while the worst single day was Jan 8, 2015 at -7.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.98% | 1.21% | -4.79% | 6.85% | 4.41% | 0.51% | 10.19% | ||||||
| 2025 | 2.19% | 0.33% | -3.11% | 0.40% | 3.86% | 3.66% | 0.80% | 1.96% | 2.95% | 1.87% | -0.06% | 0.34% | 16.08% |
| 2024 | 0.48% | 2.31% | 2.32% | -3.43% | 3.76% | 2.13% | 1.14% | 2.25% | 1.41% | -2.05% | 3.14% | -10.10% | 2.52% |
| 2023 | 5.44% | -2.76% | 1.79% | 2.06% | -0.58% | 3.47% | 1.82% | -1.65% | -3.70% | -2.25% | 7.34% | 4.54% | 15.92% |
| 2022 | -3.58% | -2.09% | 0.87% | -6.41% | 0.49% | -6.25% | 4.79% | -2.72% | -6.69% | 2.91% | 5.81% | -3.20% | -15.80% |
| 2021 | -3.45% | 1.37% | 1.09% | 2.73% | 1.05% | 1.04% | 0.30% | 1.33% | -2.50% | 3.66% | -1.88% | 2.68% | 7.38% |
Benchmark Metrics
BlackRock 60/40 Target Allocation Fund Class I has an annualized alpha of 1.24%, beta of 0.63, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since December 26, 2006.
- This fund participated in 79.81% of S&P 500 Index downside but only 73.36% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.63 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 1.24%
- Beta
- 0.63
- R²
- 0.75
- Upside Capture
- 73.36%
- Downside Capture
- 79.81%
Expense Ratio
BIGPX has an expense ratio of 0.43%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BIGPX ranks 75 for risk / return — better than 75% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BIGPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.37 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.11 | 2.78 | +0.32 |
| Martin ratioReturn relative to average drawdown | 13.69 | 12.44 | +1.25 |
Dividends
Dividend History
BlackRock 60/40 Target Allocation Fund Class I provided a 7.24% dividend yield over the last twelve months, with an annual payout of $1.29 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.29 | $1.29 | $0.00 | $0.44 | $0.34 | $1.21 | $0.60 | $0.51 | $1.14 | $0.42 | $0.21 | $1.14 |
Dividend yield | 7.24% | 7.97% | 0.00% | 3.02% | 2.59% | 7.60% | 3.76% | 3.77% | 9.80% | 3.20% | 1.76% | 9.89% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock 60/40 Target Allocation Fund Class I. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.29 | $1.29 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.21 | $1.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock 60/40 Target Allocation Fund Class I. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BlackRock 60/40 Target Allocation Fund Class I was 46.95%, occurring on Mar 9, 2009. Recovery took 491 trading sessions.
The current BlackRock 60/40 Target Allocation Fund Class I drawdown is 0.06%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -46.95%Mar 2009 | 1y 4mo | 1y 11mo | 3y 3moNov 2007 - Feb 2011 |
COVID crash2020 | -22.34%Mar 2020 | 29d | 4mo 2d | 5mo 1dFeb 2020 - Jul 2020 |
Bear market2022 | -21.88%Oct 2022 | 11mo 9d | 1y 4mo | 2y 3moNov 2021 - Mar 2024 |
2011 correction2011 | -18.16%Oct 2011 | 5mo 4d | 5mo 12d | 10mo 16dMay 2011 - Mar 2012 |
2025 selloff2025 | -18.04%Apr 2025 | 4mo | 5mo 6d | 9mo 6dDec 2024 - Sep 2025 |
Drawdown Indicators
| BIGPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -56.78% | +9.83% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -9.10% | +1.83% |
Max Drawdown (3Y)Largest decline over 3 years | -18.04% | -18.90% | +0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -25.43% | +3.55% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -33.92% | +11.58% |
Current DrawdownCurrent decline from peak | -0.06% | -1.80% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -10.71% | +4.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 2.03% | -0.39% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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