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Nasdaq - Delayed Quote USD

BlackRock Large Cap Focus Value Fund (MCBAX)

12.38
-0.79
(-6.00%)
At close: 8:01:31 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.50%
5y Average Return 16.11%
Number of Years Up 23
Number of Years Down 7
Best 1Y Total Return (Apr 3, 2025) 36.91%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 36.91%
Worst 3Y Total Return 4.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MCBAX
Category
YTD
3.07%
4.44%
1-Month
-1.99%
-4.04%
3-Month
3.07%
4.09%
1-Year
4.79%
14.37%
3-Year
6.28%
6.04%
5-Year
16.09%
9.20%
10-Year
6.87%
8.57%
Last Bull Market
10.89%
22.97%
Last Bear Market
-11.56%
-11.27%

Annual Total Return (%) History

Year
MCBAX
Category
2025
--
--
2024
9.21%
--
2023
14.94%
11.63%
2022
-5.56%
-5.90%
2021
21.18%
26.22%
2020
2.13%
2.91%
2019
22.84%
25.04%
2018
-8.67%
-8.53%

2017
7.41%
15.94%
2016
17.28%
14.81%
2015
-6.88%
-4.05%
2014
8.89%
10.21%
2013
36.91%
31.21%
2012
12.83%
14.57%
2011
-3.75%
-0.75%
2010
11.71%
13.66%
2009
29.39%
24.13%
2008
-37.18%
-37.09%
2007
0.18%
1.42%
2006
21.42%
18.15%
2005
2.82%
5.95%
2004
9.32%
12.97%
2003
31.34%
28.44%
2002
-17.65%
-18.69%
2001
-1.51%
-4.99%
2000
2.08%
7.87%
1999
9.97%
6.72%
1998
10.48%
12.00%
1997
28.19%
26.61%
1996
16.56%
20.08%
1995
31.59%
32.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.07% -- -- --
2024 7.42% -1.44% 6.24% -2.91%
2023 2.78% 5.48% -4.25% 10.72%
2022 1.78% -11.56% -6.55% 12.26%
2021 12.18% 4.39% -1.20% 4.74%
2020 -28.30% 16.33% 1.25% 20.92%
2019 10.96% 2.61% 0.65% 7.19%
2018 -2.39% 2.23% 6.53% -14.08%
2017 0.04% -1.26% 3.10% 5.46%
2016 0.62% 4.03% 5.94% 5.75%

2015 2.39% 0.16% -11.84% 2.98%
2014 2.49% 4.40% -0.60% 2.38%
2013 11.45% 6.09% 5.16% 10.12%
2012 12.11% -6.52% 6.85% 0.77%
2011 6.41% -2.11% -17.86% 12.49%
2010 5.73% -13.59% 9.86% 11.30%
2009 -10.82% 17.30% 15.42% 7.16%
2008 -8.47% -4.80% -9.10% -20.68%
2007 0.95% 6.39% -0.91% -5.87%
2006 5.81% -0.48% 7.20% 7.55%
2005 -1.91% -0.57% 3.03% 2.32%
2004 2.29% 1.50% -2.73% 8.25%
2003 -6.64% 17.86% 3.46% 15.38%
2002 4.26% -11.55% -19.86% 11.43%
2001 -1.17% 3.61% -14.33% 12.27%
2000 -1.46% -1.78% 6.13% -0.62%
1999 1.16% 13.08% -5.96% 2.23%
1998 11.21% 0.25% -11.57% 12.07%
1997 2.63% 14.14% 8.50% 0.85%
1996 6.14% 0.03% 2.10% 7.51%
1995 8.34% 8.66% 6.17% 5.29%

Rank in Category (By Total Return)

YTD 24
1-Month 24
3-Month 24
1-Year 72
3-Year 67
5-Year 60

Load Adjusted Returns

1-Year 3.85%
3-Year 6.28%
5-Year 16.09%
10-Year 6.87%

Performance & Risk

YTD Return -1.50%
5y Average Return 16.11%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family BlackRock
Net Assets 1.77B
YTD Return 3.07%
Yield 2.03%
Morningstar Rating
Inception Date Oct 21, 1994

Fund Summary

Under normal circumstances, 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. It invests primarily in equity securities that fund management believes are undervalued, which means that their prices are less than fund management believes they are worth.

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