BlackRock Systematic Multi-Strategy Fund (BAMBX.O)

At A Glance

You hold BAMBX.O in 0 portfolios

Net Asset Value

10.14USD

 -0.01 -0.10%

05/17/2022

Category
Mixed Equity
YTD Return (Cumulative)
 -2.78%
Classification
Alt Multi-Strategy
5 Year Return (Annualized)
 4.20%
Lipper Index
Lipper Mlt Strat Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

BAMBX.O — More Risk, More Return

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BAMBX.O outperforms 18 funds in its category for 3 Year Return, which is lower than the category median.

BAMBX.O has a higher risk than 82 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare BAMBX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales Fee4.00%
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.77%
 
 
Max 12b-1 Fee Ratio0.25
 
 
Early Redemption FeeNone
 
Expense Ratio1.2
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$1,365 in fees
$20,254 before
 
$18,888 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of May 18, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
BAMBX.O4.6340.5530.050.150.32
Lipper Mlt Strat Fd IX
Lipper Classification Index
5.5140.3530.1620.4760.337
S&P 500 TR IX
Broad-Based Index
17.7611.0310.0470.1470.323

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3Yr Return
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5Yr Return
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3Yr Return
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5Yr Return
--

HAFVX's YTD and 3 year Returns outperformed BAMBX.O

YTD Return
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3Yr Return
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5Yr Return
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HAFDX's YTD, 3 year, and 5 year Returns outperformed BAMBX.O

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