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BlackRock US Mortgage Portfolio Instl (MSUMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.81-0.03 (-0.34%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.85%
5-year average return0.76%
Number of years up16
Number of years down2
Best 1-yr total return (25 Jun 2024)13.99%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return13.99%
Worst 3-yr total return-2.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSUMXCategory
YTD0.79%1.94%
1-month1.64%0.65%
3-month0.84%2.15%
1-year4.27%9.23%
3-year-2.04%5.23%
5-year0.71%4.63%
10-year1.73%4.32%
Last bull market9.15%8.16%
Last bear market-4.95%-3.23%

Annual total return (%) history

Year
MSUMXCategory
2024
N/AN/A
2023
6.40%N/A
2022
-13.57%N/A
2021
2.59%N/A
2020
5.63%4.84%
2019
6.86%9.80%
2018
0.66%-1.52%
2017
2.90%6.07%
2016
2.64%7.52%
2015
1.50%-2.18%
2014
7.83%3.63%
2013
-0.51%1.87%
2012
8.21%11.71%
2011
5.31%3.37%
2010
12.12%10.86%
2009
13.99%29.22%
2008
1.21%-15.41%
2007
6.25%4.45%
2006
5.14%6.90%
2005
N/A2.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.06%N/AN/AN/A
20232.52%0.39%-2.52%6.06%
2022-5.87%-4.95%-4.12%0.75%
2021-0.26%1.86%1.00%-0.02%
2020-2.71%4.47%2.00%1.89%
20192.45%2.10%1.39%0.75%
2018-1.23%0.42%0.03%1.45%
20170.70%1.03%0.84%0.30%
20161.79%1.32%1.26%-1.72%
20151.16%-0.59%1.00%-0.08%
20142.53%2.85%0.48%1.76%
20130.56%-2.16%1.32%-0.21%
20123.11%2.07%2.70%0.12%
20110.90%1.79%1.76%0.76%
20103.34%3.94%2.70%1.64%
20092.53%3.69%5.04%2.07%
20081.90%-1.66%-1.42%2.46%
20071.31%-0.34%2.47%2.71%
20060.12%-0.24%3.77%1.44%
20050.64%N/AN/AN/A

Rank in category (by total return)

YTD65
1-month25
3-month75
1-year88
3-year93
5-year89

Load adjusted returns

1-year4.27%
3-year-2.04%
5-year0.71%
10-year1.73%