BlackRock 60/40 Target Allocation Fund Class I (BIGPX)
Fund Info
09256H724
Dec 21, 2006
Expense Ratio
BIGPX has an expense ratio of 0.43%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
BlackRock 60/40 Target Allocation Fund Class I (BIGPX) returned 0.60% year-to-date (YTD) and 1.38% over the past 12 months. Over the past 10 years, BIGPX returned 3.50% annually, underperforming the S&P 500 benchmark at 10.46%.
BIGPX
0.60%
5.87%
-6.82%
1.38%
5.56%
3.50%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of BIGPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.72% | -0.19% | -3.11% | 0.40% | 0.87% | 0.60% | |||||||
| 2024 | 0.68% | 2.31% | 2.32% | -3.43% | 3.76% | 2.13% | 1.14% | 2.25% | 1.41% | -2.05% | 3.14% | -7.71% | 5.46% |
| 2023 | 5.44% | -2.76% | 2.76% | 1.09% | -0.58% | 3.47% | 1.82% | -1.65% | -3.70% | -2.25% | 7.34% | 3.62% | 14.90% |
| 2022 | -3.58% | -2.09% | 0.87% | -6.41% | 0.49% | -6.25% | 4.79% | -2.72% | -6.69% | 2.91% | 5.82% | -3.19% | -15.80% |
| 2021 | 0.07% | 1.37% | 1.09% | 2.73% | 1.05% | 1.04% | 0.30% | 1.33% | -2.50% | 3.66% | -1.88% | -2.52% | 5.66% |
| 2020 | 0.37% | -4.03% | -9.31% | 7.82% | 4.06% | 2.17% | 4.18% | 3.80% | -2.10% | -0.21% | 7.08% | 1.01% | 14.44% |
| 2019 | 5.48% | 2.11% | 1.35% | 2.35% | -2.84% | 4.42% | 0.60% | -0.23% | 0.68% | 1.57% | 1.77% | 0.99% | 19.59% |
| 2018 | 3.01% | -3.00% | -0.53% | -0.15% | 1.14% | -0.38% | 1.81% | 1.70% | -0.07% | -5.39% | -4.21% | -4.71% | -10.65% |
| 2017 | 1.42% | 2.31% | 0.24% | 1.05% | 1.19% | 0.47% | 1.49% | 0.54% | 1.00% | 1.75% | 1.27% | 0.10% | 13.59% |
| 2016 | -3.29% | -0.81% | 4.15% | 0.87% | 0.60% | 0.26% | 2.30% | 0.17% | 0.33% | -1.57% | 0.76% | 1.50% | 5.19% |
| 2015 | -1.73% | 5.37% | -0.69% | 0.69% | 1.22% | -1.65% | 0.76% | -4.02% | -2.13% | 4.28% | -0.23% | -8.67% | -7.31% |
| 2014 | -2.66% | 4.07% | -0.38% | -0.45% | 2.05% | 1.78% | -1.39% | 2.59% | -1.73% | 0.37% | 3.00% | -6.80% | -0.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BIGPX is 30, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
BlackRock 60/40 Target Allocation Fund Class I provided a 2.82% dividend yield over the last twelve months, with an annual payout of $0.43 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.43 | $0.43 | $0.35 | $0.34 | $0.36 | $0.21 | $0.35 | $0.21 | $0.30 | $0.21 | $0.22 | $0.48 |
Dividend yield | 2.82% | 2.84% | 2.35% | 2.60% | 2.26% | 1.37% | 2.57% | 1.79% | 2.24% | 1.76% | 1.91% | 3.77% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.43 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 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 | $0.36 | $0.36 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.07 | $0.21 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2014 | $0.48 | $0.48 |
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 49.06%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current BlackRock 60/40 Target Allocation Fund Class I drawdown is 8.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.06% | Mar 28, 2008 | 238 | Mar 9, 2009 | 883 | Sep 7, 2012 | 1121 |
| -25.83% | Nov 9, 2021 | 235 | Oct 14, 2022 | 434 | Jul 10, 2024 | 669 |
| -22.34% | Feb 20, 2020 | 22 | Mar 20, 2020 | 83 | Jul 20, 2020 | 105 |
| -20.54% | Dec 29, 2014 | 283 | Feb 11, 2016 | 415 | Oct 4, 2017 | 698 |
| -17.36% | Jan 29, 2018 | 229 | Dec 24, 2018 | 217 | Nov 4, 2019 | 446 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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