Mail

Canada markets closed

S&P/TSX
21,875.79
-66.41(-0.30%)
S&P 500
5,460.48
-22.39(-0.41%)
DOW
39,118.86
-45.24(-0.12%)
CAD/USD
0.7314
+0.0002(+0.03%)
CRUDE OIL
81.87
+0.33(+0.40%)
Bitcoin CAD
86,494.27
+3,489.73(+4.20%)

BlackRock Mid-Cap Value Investor A (MDRFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Add to watchlist

21.97

+0.06

(+0.27%)

At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return4.32%

5-Year Average Return10.75%

Number of Years Up22

Number of Years Down6

Best 1 Yr Total Return (Jun 27, 2024)35.28%

Worst 1 Yr Total Return (Jun 27, 2024)N/A

Best 3-Yr Total Return35.28%

Worst 3-Yr Total Return6.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.

ReturnMDRFXCategory

YTD7.31%21.28%

1-Month4.20%-1.96%

3-Month4.87%4.90%

1-Year21.00%55.83%

3-Year5.52%11.08%

5-Year13.10%11.93%

10-Year8.52%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)

YTD33

1-Month25

3-Month24

1-Year66

3-Year40

5-Year23

Load Adjusted Returns

1-Year14.65%

3-Year3.64%

5-Year11.89%

10-Year7.93%