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BlackRock Large Cap Focus Value Instl (MABAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.23+0.27 (+1.42%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.00%
5-year average return9.71%
Number of years up38
Number of years down8
Best 1-yr total return (21 Apr 2024)38.32%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return38.32%
Worst 3-yr total return5.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMABAXCategory
YTD7.68%17.52%
1-month4.40%-0.87%
3-month7.68%5.51%
1-year21.37%42.88%
3-year9.15%11.93%
5-year11.04%12.07%
10-year8.44%10.95%
Last bull market46.14%23.18%
Last bear market-11.34%-17.87%

Annual total return (%) history

Year
MABAXCategory
2024
N/AN/A
2023
16.22%N/A
2022
-4.60%N/A
2021
22.54%N/A
2020
3.33%2.91%
2019
24.22%25.04%
2018
-7.69%-8.53%
2017
8.59%15.94%
2016
18.54%14.81%
2015
-5.90%-4.05%
2014
10.07%10.21%
2013
38.32%31.21%
2012
14.10%14.57%
2011
-2.69%-0.75%
2010
12.99%13.66%
2009
30.85%24.13%
2008
-36.45%-37.09%
2007
1.28%1.42%
2006
22.65%18.15%
2005
3.87%5.95%
2004
10.48%12.97%
2003
32.70%28.44%
2002
-16.79%-18.69%
2001
-0.51%-4.99%
2000
3.17%7.87%
1999
11.06%6.72%
1998
11.66%12.00%
1997
29.48%26.61%
1996
17.81%20.08%
1995
32.90%32.39%
1994
1.97%-0.70%
1993
22.26%13.61%
1992
10.36%10.21%
1991
27.23%28.60%
1990
-13.07%-6.22%
1989
17.60%23.21%
1988
22.66%17.28%
1987
4.36%0.66%
1986
17.86%16.12%
1985
31.99%28.53%
1984
6.81%6.00%
1983
30.13%23.98%
1982
28.26%24.89%
1981
1.31%3.04%
1980
23.80%28.01%
1979
31.01%23.70%
1978
4.69%9.71%
1977
N/A-0.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.68%N/AN/AN/A
20233.11%5.74%-4.00%11.04%
20222.01%-11.34%-6.21%12.47%
202112.51%4.64%-0.88%5.02%
2020-28.10%16.66%1.53%21.34%
201911.26%2.87%0.96%7.50%
2018-2.13%2.49%6.84%-13.86%
20170.36%-1.02%3.38%5.75%
20160.91%4.31%6.24%6.01%
20152.66%0.43%-11.62%3.26%
20142.80%4.65%-0.33%2.65%
201311.72%6.37%5.46%10.37%
201212.45%-6.29%7.14%1.06%
20116.68%-1.86%-17.59%12.79%
20106.05%-13.36%10.16%11.64%
2009-10.58%17.66%15.75%7.46%
2008-8.25%-4.53%-8.82%-20.44%
20071.23%6.67%-0.63%-5.61%
20066.09%-0.21%7.46%7.82%
2005-1.70%-0.29%3.31%2.57%
20042.55%1.75%-2.47%8.55%
2003-6.42%18.16%3.72%15.70%
20024.54%-11.34%-19.62%11.69%
2001-0.94%3.88%-14.11%12.57%
2000-1.21%-1.51%6.40%-0.35%
19991.39%13.36%-5.71%2.48%
199811.52%0.48%-11.33%12.38%
19972.87%14.46%8.79%1.09%
19966.43%0.30%2.37%7.81%
19958.59%8.94%6.45%5.53%
1994-1.88%1.05%3.85%-0.97%
199310.32%3.88%5.52%1.10%
19922.27%3.89%-0.61%4.50%
199116.16%1.12%5.05%3.11%
1990-3.11%0.16%-14.21%4.41%
19896.04%5.59%7.10%-1.93%
19889.40%7.95%1.52%2.31%
198714.81%5.36%5.43%-18.16%
198614.70%1.57%-2.69%3.96%
198510.63%8.16%-4.37%15.34%
1984-1.28%-4.06%8.64%3.80%
198313.23%9.36%0.90%4.15%
1982-2.32%-3.09%14.31%18.53%
19816.18%2.72%-12.27%5.88%
1980-8.12%13.63%12.96%4.97%
197911.92%5.62%10.34%0.44%
1978-0.25%7.90%6.68%-8.82%
19773.67%N/AN/AN/A

Rank in category (by total return)

YTD70
1-month72
3-month70
1-year45
3-year47
5-year47

Load adjusted returns

1-year21.37%
3-year9.15%
5-year11.04%
10-year8.44%