BlackRock Systematic Multi-Strategy Fund (BAMBX.O)

At A Glance

You hold BAMBX.O in 0 portfolios

Net Asset Value

10.13USD

0.01 +0.10%

08/11/2022

YTD Return (Cumulative)

-2.02%

Classification

Alt Multi-Strategy

5 Year Return (Annualized)

4.16%

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 31 funds in its category for 3 Year Return, which is lower than the category median.

BAMBX.O has a higher risk than 79 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 Aug 12, 2022)

Fund or Index

3Yr Annualized
Standard Deviation

Sharpe
Ratio

Based on Broad-Index
Alpha	Beta	R²

BAMBX.O

4.763

0.333

0.04

0.16

0.38

Lipper Mlt Strat Fd IX

Lipper Classification Index

5.521

0.136

0.121

0.509

0.365

S&P 500 TR IX

Broad-Based Index

18.638

0.603

0.039

0.155

0.378

Similar Funds & ETFs

3 Mutual Funds »

Flexible Portfolio (PIRMX)

YTD Return

0.0%

3Yr Return

8.5%

5Yr Return

6.6%

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

Alternative Multi-Strategy Funds (BIMBX)

YTD Return

-1.8%

3Yr Return

3.1%

5Yr Return

4.4%

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

Mixed-Asset Target Today Funds (TDIFX)

YTD Return

-5.1%

3Yr Return

4.4%

5Yr Return

4.1%

TDIFX's 3 year Return outperformed BAMBX.O

BlackRock Systematic Multi-Strategy Fund (BAMBX.O)

At A Glance

Net Asset Value

10.13USD

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 Aug 12, 2022)

Similar Funds & ETFs

3 Mutual Funds »

0 ETF »

Lipper Peer³ Risk & Returns Scanner

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