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BlackRock Mid-Cap Value Investor A (MDRFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.640.00 (0.00%)
As of 08:08AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.50%
5-year average return12.23%
Number of years up22
Number of years down6
Best 1-yr total return (21 May 2024)35.28%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return35.28%
Worst 3-yr total return6.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMDRFXCategory
YTD2.99%21.28%
1-month-3.26%-1.96%
3-month3.98%4.90%
1-year11.09%55.83%
3-year4.77%11.08%
5-year10.42%11.93%
10-year8.28%10.64%
Last bull market21.93%25.54%
Last bear market-12.09%-22.08%

Annual total return (%) history

Year
MDRFXCategory
2024
N/AN/A
2023
12.29%N/A
2022
-4.22%N/A
2021
26.08%N/A
2020
6.85%2.63%
2019
29.24%25.18%
2018
-9.74%-12.86%
2017
8.55%13.22%
2016
22.31%18.06%
2015
-6.90%-5.41%
2014
6.40%9.31%
2013
33.29%35.14%
2012
13.20%16.60%
2011
-0.59%-3.96%
2010
25.68%21.92%
2009
35.28%35.41%
2008
-35.95%-36.77%
2007
3.89%0.83%
2006
13.12%15.87%
2005
12.60%8.82%
2004
17.82%17.85%
2003
34.02%33.85%
2002
-24.93%-13.25%
2001
25.48%6.67%
2000
15.24%18.45%
1999
7.66%8.50%
1998
7.67%1.94%
1997
19.51%25.58%
1996
18.91%21.11%
1995
N/A28.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.46%N/AN/AN/A
20232.10%4.58%-4.70%10.36%
20223.66%-12.09%-5.93%11.72%
202115.68%4.66%-1.06%5.26%
2020-30.21%19.20%3.39%24.23%
201911.68%4.95%3.11%6.93%
2018-0.74%3.39%4.55%-15.88%
20172.35%-1.47%2.67%4.83%
20163.60%3.25%6.30%7.56%
20152.25%-1.33%-8.95%1.35%
20143.61%5.81%-5.55%2.76%
201313.99%1.89%6.04%8.23%
201211.47%-6.91%5.00%3.91%
20118.65%-1.00%-19.25%14.44%
20109.59%-11.10%13.88%13.27%
2009-8.45%18.46%18.52%5.25%
2008-9.25%3.71%-9.50%-24.81%
20073.75%8.14%-4.89%-2.64%
20067.76%-2.57%1.90%5.73%
2005-1.10%2.28%7.89%3.18%
20046.70%2.04%-1.83%10.25%
2003-4.41%19.60%3.72%13.01%
20020.06%-14.76%-19.40%9.20%
20012.49%15.08%-14.18%23.96%
2000-1.72%1.89%11.56%3.15%
19990.93%13.37%-7.40%1.60%
199813.54%-1.98%-12.27%10.27%
19970.46%11.00%11.55%-3.93%
19965.66%3.81%1.41%6.90%
19957.86%5.16%1.44%N/A

Rank in category (by total return)

YTD43
1-month7
3-month49
1-year71
3-year47
5-year20

Load adjusted returns

1-year5.26%
3-year2.90%
5-year9.23%
10-year7.69%