Nasdaq - Delayed Quote USD

BlackRock Advantage Large Cap Core Fund (MALRX)

22.90 -0.02 (-0.09%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 23.72%
5y Average Return 16.18%
Number of Years Up 19
Number of Years Down 5
Best 1Y Total Return (Oct 9, 2024) 33.92%
Worst 1Y Total Return (Oct 9, 2024) --
Best 3Y Total Return 33.92%
Worst 3Y Total Return 7.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MALRX
Category
YTD
23.29%
5.31%
1-Month
1.87%
-4.19%
3-Month
6.12%
3.90%
1-Year
38.30%
20.31%
3-Year
11.07%
6.48%
5-Year
15.67%
11.78%
10-Year
12.72%
10.96%
Last Bull Market
27.69%
25.56%
Last Bear Market
-16.43%
-15.11%

Annual Total Return (%) History

Year
MALRX
Category
2024
--
--
2023
25.61%
22.32%
2022
-20.10%
-16.96%
2021
28.60%
26.07%
2020
19.87%
15.83%
2019
29.15%
28.78%
2018
-5.39%
-6.27%
2017
22.10%
20.44%

2016
10.29%
10.37%
2015
0.35%
-1.07%
2014
11.89%
10.96%
2013
33.92%
31.50%
2012
14.74%
14.96%
2011
0.01%
-1.27%
2010
11.21%
14.01%
2009
20.74%
28.17%
2008
-37.34%
-37.79%
2007
5.18%
6.16%
2006
13.08%
14.17%
2005
13.34%
5.88%
2004
15.69%
10.02%
2003
31.90%
27.05%
2002
-17.93%
-22.25%
2001
-4.98%
-13.50%
2000
1.50%
-6.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.49% 4.21% 6.12% --
2023 7.33% 7.75% -3.17% 12.17%
2022 -6.19% -16.43% -5.38% 7.72%
2021 6.52% 8.98% 0.04% 10.73%
2020 -19.57% 21.92% 8.93% 12.21%
2019 13.96% 4.08% 0.30% 8.55%
2018 1.16% 2.23% 7.32% -14.76%
2017 6.52% 2.78% 5.47% 5.74%
2016 -1.72% -0.40% 5.11% 7.19%
2015 0.22% 0.43% -6.72% 6.88%

2014 2.23% 2.94% 1.09% 5.18%
2013 10.15% 2.05% 6.45% 11.92%
2012 12.83% -5.01% 6.76% 0.28%
2011 9.34% 2.55% -21.22% 13.23%
2010 6.06% -12.55% 8.24% 10.77%
2009 -10.07% 11.73% 14.15% 5.27%
2008 -14.48% -0.52% -9.51% -18.61%
2007 2.31% 5.68% 0.22% -2.94%
2006 7.58% -3.24% 2.04% 6.46%
2005 1.46% 2.72% 5.75% 2.84%
2004 5.77% -0.62% -1.86% 12.15%
2003 -2.70% 14.88% 4.39% 13.04%
2002 3.22% -7.22% -15.67% 1.62%
2001 -11.58% 10.28% -10.89% 9.36%
2000 15.63% -1.01% 1.36% -12.51%

Rank in Category (By Total Return)

YTD 10
1-Month 53
3-Month 37
1-Year 8
3-Year 39
5-Year 30

Load Adjusted Returns

1-Year 38.30%
3-Year 11.07%
5-Year 15.67%
10-Year 12.72%

Performance & Risk

YTD Return 23.72%
5y Average Return 16.18%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family BlackRock
Net Assets 3.03B
YTD Return 23.29%
Yield 0.81%
Morningstar Rating
Inception Date Dec 22, 1999

Fund Summary

The fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. The adviser primarily intends to invest in equity securities, which include common stock, preferred stock and convertible securities, or other financial instruments that are components of, or have characteristics similar to, the securities included in the Russell 1000® Index.

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