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Nasdaq USD

iShares Edge MSCI Multifactor USA Index Fund Class K (BKMFX)

14.36
0.00
(0.00%)
At close: December 31 at 8:00:05 PM EST

Performance Overview

Morningstar Return Rating 4
YTD Return 9.19%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Feb 4, 2019) 26.14%
Worst 1Y Total Return (Feb 4, 2019) -9.79%
Best 3Y Total Return 26.14%
Worst 3Y Total Return 8.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BKMFX
Category
YTD
2.43%
4.44%
1-Month
3.46%
-4.04%
3-Month
11.82%
4.09%
1-Year
12.08%
14.37%
3-Year
7.42%
6.04%
5-Year
0.00%
9.20%
10-Year
0.00%
8.57%
Last Bull Market
0.00%
22.97%
Last Bear Market
0.00%
-11.27%

Annual Total Return (%) History

Year
BKMFX
Category
2020
--
2.91%
2019
26.14%
25.04%
2018
-9.79%
-8.53%
2017
21.09%
15.94%
2016
--
14.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -22.60% 17.98% 7.20% --
2019 11.87% 2.78% 1.11% 8.49%
2018 -0.49% 1.73% 5.61% -15.63%
2017 5.02% 3.16% 4.79% 6.65%
2016 6.25% -- -- --

Rank in Category (By Total Return)

YTD 6
1-Month 16
3-Month 68
1-Year 6
3-Year 17
5-Year --

Load Adjusted Returns

1-Year 11.56%
3-Year 8.28%
5-Year --
10-Year --

Performance & Risk

YTD Return 9.19%
5y Average Return 0.00%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family BlackRock
Net Assets 15.81M
YTD Return 2.43%
Yield 1.29%
Morningstar Rating
Inception Date Jul 13, 2016

Fund Summary

The investment seeks to track the investment results of the MSCI USA Diversified Multiple-Factor Index composed of U.S. large- and mid-capitalization stocks that have favorable exposure to target style factors subject to constraints. The fund generally invests at least 80% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index. The underlying index is designed to select equity securities from MSCI USA Index that have high exposure to four investment style factors: value, quality, momentum and low size, while maintaining a level of risk similar to that of the parent index.

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