The best performing BlackRock fund among those listed, based on its Year-to-Date (YTD) total return, is the iShares S&P 500 Index K (WFSPX).
Top Performing BlackRock Fund
As of the provided data, the iShares S&P 500 Index K (WFSPX) demonstrated the highest performance, reflecting a strong year for the broader U.S. stock market. This fund tracks the performance of the S&P 500, a benchmark often used to gauge the health of the overall market.
Below is a breakdown of the performance of several BlackRock funds:
| Name | Ticker | Total Return YTD |
|---|---|---|
| iShares S&P 500 Index K | WFSPX | 25.95% |
| BlackRock 40/60 Target Allocation K | BKMPX | 9.23% |
| BlackRock 40/60 Target Allocation Instl | BIMPX | 9.15% |
| BlackRock 40/60 Target Allocation Inv A | BAMPX | 8.74% |
Understanding Fund Performance
Fund performance, typically measured by total return, indicates how much a fund's value has increased or decreased over a specific period. "Year-to-Date" (YTD) return measures the performance from the first trading day of the current calendar year up to the current date.
It's important to consider that:
- Past performance is not indicative of future results. A fund's strong performance in one period does not guarantee similar returns in the future.
- Different fund types have different objectives and risk profiles. For instance, an S&P 500 index fund aims to mirror market performance, while target allocation funds (like the 40/60 funds listed) are designed for a specific risk level and time horizon, often balancing stocks and bonds.
- Fees and expenses can impact a fund's net return to investors.
For more detailed information on BlackRock funds and their performance, you can visit financial data providers such as Morningstar.
