Nasdaq - Delayed Quote • USD
BlackRock Large Cap Focus Value Inv C (MCBAX)
At close: May 31 at 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.91% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 7.86% |
| 5y Average Return | 10.66% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MCBAX | Category Average | MCBAX | Category Average | MCBAX | Category Average | |
| Alpha | -1.54 | -0.01 | -3.8 | -0.03 | -4.8 | -0.03 |
| BETA | 0.85 | 0.01 | 0.98 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.57 | 0.01 | 0.84 | 0.01 | 0.68 | 0.01 |
| R-squared | 71.86 | 0.78 | 79.43 | 0.83 | 81.04 | 0.84 |
| Standard Deviation | 17.65 | 0.17 | 20.36 | 0.19 | 17.01 | 0.16 |
| Sharpe Ratio | 0.21 | 0 | 0.39 | 0 | 0.39 | 0.01 |
| Treynor Ratio | 2.73 | 0.04 | 6.28 | 0.07 | 5.38 | 0.08 |
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