Nasdaq - Delayed Quote USD
BlackRock Capital Appreciation Fund (MCFGX)
14.99
-0.68
(-4.34%)
As of 8:09:18 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -11.32% |
| 5y Average Return | 13.40% |
| Number of Years Up | 20 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 9, 2025) | 47.62% |
| Worst 1Y Total Return (Apr 9, 2025) | -- |
| Best 3Y Total Return | 47.62% |
| Worst 3Y Total Return | 0.86% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MCFGX
Category
- YTD
- -11.26%
- 12.38%
- 1-Month
- -8.89%
- 5.09%
- 3-Month
- -11.26%
- 10.28%
- 1-Year
- 2.01%
- 41.70%
- 3-Year
- 6.93%
- 22.56%
- 5-Year
- 14.80%
- 21.98%
- 10-Year
- 11.88%
- 15.99%
- Last Bull Market
- 20.11%
- 25.99%
- Last Bear Market
- -23.18%
- -17.29%
Annual Total Return (%) History
Year
MCFGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -11.26% | -- | -- | -- |
| 2024 | 13.48% | 7.39% | 1.13% | 5.85% |
| 2023 | 16.51% | 14.24% | -4.00% | 15.53% |
| 2022 | -13.83% | -23.18% | -7.51% | 0.71% |
| 2021 | 0.21% | 12.63% | 0.30% | 5.76% |
| 2020 | -12.06% | 28.46% | 10.81% | 11.03% |
| 2019 | 16.76% | 5.54% | -2.75% | 9.17% |
| 2018 | 5.46% | 7.97% | 5.43% | -15.96% |
| 2017 | 9.75% | 6.42% | 4.98% | 7.26% |
| 2016 | -5.41% | 0.47% | 7.49% | -3.26% |
| 2015 | 3.74% | 1.97% | -7.12% | 7.87% |
| 2014 | -2.57% | 2.77% | 1.97% | 5.31% |
| 2013 | 6.25% | 1.40% | 10.00% | 12.04% |
| 2012 | 15.26% | -7.54% | 7.59% | -1.52% |
| 2011 | 3.92% | -2.07% | -17.08% | 6.85% |
| 2010 | 3.55% | -11.75% | 13.74% | 13.70% |
| 2009 | -2.78% | 12.44% | 16.33% | 6.34% |
| 2008 | -10.11% | 5.39% | -13.48% | -23.04% |
| 2007 | 1.64% | 7.14% | 6.99% | 0.85% |
| 2006 | 2.20% | -4.66% | 1.95% | 3.61% |
| 2005 | -5.65% | 3.20% | 3.73% | 4.59% |
| 2004 | 0.51% | 1.84% | -3.79% | 10.61% |
| 2003 | -1.83% | 13.30% | 3.10% | 11.67% |
| 2002 | 0.33% | -15.59% | -14.89% | 5.34% |
| 2001 | -17.12% | 3.67% | -16.23% | 12.12% |
| 2000 | 0.12% | -3.38% | 3.50% | -7.06% |
| 1999 | 4.97% | 6.85% | -6.13% | 18.08% |
| 1998 | 14.40% | 6.91% | -12.92% | 22.88% |
Rank in Category (By Total Return)
| YTD | 85 |
| 1-Month | 72 |
| 3-Month | 85 |
| 1-Year | 81 |
| 3-Year | 69 |
| 5-Year | 82 |
Load Adjusted Returns
| 1-Year | 1.21% |
| 3-Year | 6.93% |
| 5-Year | 14.80% |
| 10-Year | 11.88% |
Performance & Risk
| YTD Return | -11.32% |
| 5y Average Return | 13.40% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.24 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | BlackRock |
| Net Assets | 3.23B |
| YTD Return | -11.26% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 31, 1997 |
Fund Summary
The fund invests primarily in a diversified portfolio consisting primarily of common stock of U.S. companies that fund management believes have exhibited above-average growth rates in earnings over the long term. It will generally invest at least 65% of its total assets in the following equity securities: Common stock; Convertible preferred stock; Securities convertible into common stock; and Rights to subscribe to common stock. The fund may invest in companies of any size but emphasizes investments in companies that have medium to large stock market capitalizations.
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