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BlackRock Large Cap Focus Value Inv A (MDBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.57-0.12 (-0.61%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.66%
5-year average return10.77%
Number of years up22
Number of years down7
Best 1-yr total return (21 May 2024)37.95%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return37.95%
Worst 3-yr total return5.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMDBAXCategory
YTD4.78%4.44%
1-month-2.63%-4.04%
3-month4.49%4.09%
1-year14.32%14.37%
3-year6.31%6.04%
5-year9.28%9.20%
10-year7.80%8.57%
Last bull market23.16%22.97%
Last bear market-11.39%-11.27%

Annual total return (%) history

Year
MDBAXCategory
2024
N/AN/A
2023
15.92%11.63%
2022
-4.86%-5.90%
2021
22.24%26.22%
2020
2.98%2.91%
2019
23.86%25.04%
2018
-7.93%-8.53%
2017
8.25%15.94%
2016
18.28%14.81%
2015
-6.17%-4.05%
2014
9.74%10.21%
2013
37.95%31.21%
2012
13.78%14.57%
2011
-2.98%-0.75%
2010
12.61%13.66%
2009
30.45%24.13%
2008
-36.62%-37.09%
2007
0.97%1.42%
2006
22.36%18.15%
2005
3.60%5.95%
2004
10.17%12.97%
2003
32.43%28.44%
2002
-17.03%-18.69%
2001
-0.73%-4.99%
2000
2.89%7.87%
1999
10.82%6.72%
1998
11.34%12.00%
1997
29.21%26.61%
1996
17.50%20.08%
1995
32.57%32.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.61%N/AN/AN/A
20233.00%5.65%-4.00%10.96%
20221.94%-11.39%-6.32%12.42%
202112.47%4.59%-0.99%4.97%
2020-28.20%16.60%1.51%21.17%
201911.20%2.77%0.88%7.44%
2018-2.20%2.44%6.77%-13.93%
20170.24%-1.07%3.30%5.68%
20160.87%4.22%6.18%5.96%
20152.61%0.36%-11.67%3.14%
20142.69%4.60%-0.40%2.58%
201311.63%6.31%5.37%10.32%
201212.36%-6.36%7.07%1.01%
20116.61%-1.91%-17.68%12.71%
20105.95%-13.41%10.04%11.54%
2009-10.69%17.58%15.64%7.42%
2008-8.30%-4.60%-8.88%-20.50%
20071.14%6.62%-0.70%-5.70%
20066.05%-0.30%7.40%7.77%
2005-1.74%-0.39%3.26%2.49%
20042.46%1.70%-2.51%8.45%
2003-6.49%18.14%3.66%15.63%
20024.45%-11.41%-19.65%11.59%
2001-0.98%3.80%-14.16%12.52%
2000-1.26%-1.57%6.32%-0.42%
19991.37%13.26%-5.77%2.43%
199811.43%0.41%-11.37%12.28%
19972.84%14.38%8.68%1.06%
19966.36%0.23%2.33%7.70%
19958.55%8.86%6.38%5.46%

Rank in category (by total return)

YTD45
1-month9
3-month37
1-year50
3-year46
5-year48

Load adjusted returns

1-year8.32%
3-year4.42%
5-year8.11%
10-year7.22%