BlackRock Systematic Multi-Strategy Fund (BAMBX.O)

At A Glance

You hold BAMBX.O in 0 portfolios

Net Asset Value

10.08USD

0.03 +0.30%

07/01/2022

YTD Return (Cumulative)

-3.36%

Classification

Alt Multi-Strategy

5 Year Return (Annualized)

4.34%

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

Roll over fund for details

BAMBX.O outperforms 28 funds in its category for 3 Year Return, which is lower than the category median.

BAMBX.O has a higher risk than 78 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.

Median:
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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 Jul 05, 2022)

Fund or Index

3Yr Annualized
Standard Deviation

Sharpe
Ratio

Based on Broad-Index
Alpha	Beta	R²

BAMBX.O

4.749

0.592

0.07

0.16

0.36

Lipper Mlt Strat Fd IX

Lipper Classification Index

5.457

0.348

0.174

0.506

0.355

S&P 500 TR IX

Broad-Based Index

18.124

0.901

0.073

0.157

0.364

Similar Funds & ETFs

3 Mutual Funds »

Flexible Portfolio (PIRMX)

YTD Return

1.4%

3Yr Return

9.8%

5Yr Return

7.2%

PIRMX's YTD, 3 year, and 5 year Returns outperformed BAMBX.O

Alternative Global Macro Funds (AQRRX)

YTD Return

-3.1%

3Yr Return

8.8%

5Yr Return

6.9%

AQRRX's 3 year and 5 year Returns outperformed BAMBX.O

Mixed-Asset Target Allocation Conservative (HAFIX)

YTD Return

-3.5%

3Yr Return

5.1%

5Yr Return

5.0%

HAFIX's 3 year and 5 year Returns outperformed BAMBX.O

BlackRock Systematic Multi-Strategy Fund (BAMBX.O)

At A Glance

Net Asset Value

10.08USD

Category

YTD Return (Cumulative)

Classification

5 Year Return (Annualized)

Lipper Index

Lipper Leader Profile (Overall)

Lipper Peer3 Risk & Returns Scanner

BAMBX.O — More Risk, More Return

Roll over fund for details

Fees & Expenses

ShareHolder Fees

Annual Operating Expenses

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

Risk Analysis (calculations as of Jul 05, 2022)

Similar Funds & ETFs

3 Mutual Funds »

0 ETF »

Lipper Peer³ Risk & Returns Scanner

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