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Nasdaq - Delayed Quote USD
BlackRock High Equity Income Investor A (BMEAX)
21.45
-1.20
(-5.30%)
At close: April 4 at 8:03:45 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.00% |
| 5y Average Return | 14.30% |
| Number of Years Up | 17 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Apr 3, 2025) | 39.39% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 39.39% |
| Worst 3Y Total Return | 4.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BMEAX
Category
- YTD
- 2.58%
- 11.36%
- 1-Month
- -1.79%
- 1.08%
- 3-Month
- 2.58%
- 5.12%
- 1-Year
- 3.97%
- 28.59%
- 3-Year
- 4.79%
- 9.08%
- 5-Year
- 14.37%
- 8.21%
- 10-Year
- 6.78%
- 7.85%
- Last Bull Market
- 9.38%
- 22.28%
- Last Bear Market
- -9.05%
- -18.84%
Annual Total Return (%) History
Year
BMEAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.58% | -- | -- | -- |
| 2024 | 6.05% | -0.70% | 6.63% | -4.28% |
| 2023 | 1.39% | 3.70% | -4.08% | 8.79% |
| 2022 | 3.18% | -9.05% | -7.37% | 12.90% |
| 2021 | 11.46% | 4.57% | -0.18% | 5.47% |
| 2020 | -25.96% | 13.50% | 1.58% | 16.54% |
| 2019 | 9.14% | 3.45% | 0.73% | 6.99% |
| 2018 | -2.15% | 1.82% | 4.73% | -10.28% |
| 2017 | 6.21% | 3.58% | 3.47% | 2.97% |
| 2016 | -3.33% | 2.82% | 5.82% | 1.47% |
| 2015 | 5.03% | 0.63% | -9.60% | 2.61% |
| 2014 | 2.51% | 6.15% | -3.13% | 6.57% |
| 2013 | 12.47% | 2.37% | 10.17% | 9.89% |
| 2012 | 11.41% | -6.13% | 3.63% | 1.85% |
| 2011 | 6.24% | -0.84% | -22.42% | 10.60% |
| 2010 | 6.44% | -10.22% | 14.56% | 13.52% |
| 2009 | -8.27% | 18.99% | 18.87% | 4.51% |
| 2008 | -9.61% | 5.74% | -13.05% | -22.04% |
| 2007 | 5.31% | 8.54% | 3.25% | 2.36% |
| 2006 | 14.87% | -3.45% | -0.81% | 7.49% |
| 2005 | -2.46% | 4.64% | 8.64% | 2.95% |
| 2004 | 4.44% | 0.81% | -0.80% | 12.89% |
| 2003 | -2.64% | 19.31% | 8.16% | 17.13% |
| 2002 | -8.53% | -16.16% | -20.88% | 0.47% |
| 2001 | -22.13% | 20.35% | -25.58% | 22.81% |
| 2000 | 31.76% | -3.83% | -5.45% | -23.36% |
| 1999 | 21.77% | 31.78% | 17.93% | 69.16% |
| 1998 | -14.34% | 38.59% | -- | -- |
Rank in Category (By Total Return)
| YTD | 17 |
| 1-Month | 23 |
| 3-Month | 17 |
| 1-Year | 66 |
| 3-Year | 51 |
| 5-Year | 19 |
Load Adjusted Returns
| 1-Year | -1.49% |
| 3-Year | 2.92% |
| 5-Year | 13.15% |
| 10-Year | 6.20% |
Performance & Risk
| YTD Return | -1.00% |
| 5y Average Return | 14.30% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Fund Overview
| Category | Derivative Income |
| Fund Family | BlackRock |
| Net Assets | 1.9B |
| YTD Return | 2.58% |
| Yield | 7.73% |
| Morningstar Rating | |
| Inception Date | May 01, 1998 |
Fund Summary
The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities and equity-related instruments, including equity-linked notes. It may invest in securities of companies with any market capitalization, but will generally focus on large cap securities. The fund may invest up to 50% of its assets in equity-linked notes that provide exposure to equity securities and covered call options or other types of financial instruments.
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