Nasdaq - Delayed Quote USD
BlackRock Capital Appreciation Fund (MCFGX)
14.99
-0.68
(-4.34%)
As of 8:09:18 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 47.62% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 7 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MCFGX | Category Average | MCFGX | Category Average | MCFGX | Category Average | |
| Alpha | -2.23 | 0.03 | -5.51 | 0.04 | -1.27 | 0.01 |
| BETA | 1.24 | 0.01 | 1.2 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.77 | 0.02 | 1.35 | 0.02 | 1.08 | 0.01 |
| R-squared | 87.99 | 0.89 | 87.4 | 0.87 | 84.7 | 0.87 |
| Standard Deviation | 22.8 | 0.2 | 21.76 | 0.16 | 18.66 | 0.15 |
| Sharpe Ratio | 0.21 | 0.01 | 0.62 | 0.01 | 0.59 | 0.01 |
| Treynor Ratio | 1.88 | 0.21 | 10.01 | 0.21 | 8.89 | 0.15 |
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