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Nasdaq - Delayed Quote USD
BlackRock Unconstrained Equity Fund (MDEGX)
11.73
-0.73
(-5.86%)
At close: 8:03:55 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -15.43% |
| 5y Average Return | 12.51% |
| Number of Years Up | 13 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 4, 2025) | 33.16% |
| Worst 1Y Total Return (Apr 4, 2025) | -- |
| Best 3Y Total Return | 33.16% |
| Worst 3Y Total Return | -1.12% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MDEGX
Category
- YTD
- -6.78%
- 9.95%
- 1-Month
- -8.82%
- 2.98%
- 3-Month
- -6.78%
- 8.22%
- 1-Year
- -10.52%
- 40.81%
- 3-Year
- 4.65%
- 19.17%
- 5-Year
- 14.05%
- 18.49%
- 10-Year
- 8.13%
- 11.83%
- Last Bull Market
- 5.02%
- 21.12%
- Last Bear Market
- -18.84%
- -20.34%
Annual Total Return (%) History
Year
MDEGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -6.78% | -- | -- | -- |
| 2024 | 11.76% | -0.62% | 0.00% | -3.41% |
| 2023 | 16.89% | 7.31% | -7.22% | 14.42% |
| 2022 | -7.63% | -18.84% | -5.44% | 12.12% |
| 2021 | 4.10% | 9.23% | 0.54% | 5.30% |
| 2020 | -19.72% | 17.72% | 11.73% | 15.14% |
| 2019 | 16.07% | 3.82% | 0.94% | 8.78% |
| 2018 | 0.23% | 1.38% | 5.28% | -10.89% |
| 2017 | 6.99% | 6.01% | 4.13% | 5.40% |
| 2016 | -4.34% | 0.91% | 1.80% | -3.38% |
| 2015 | 3.22% | 1.29% | -9.98% | 3.80% |
| 2014 | 2.34% | 1.41% | -1.33% | 1.77% |
| 2013 | 8.96% | 0.45% | 5.94% | 6.36% |
| 2012 | 11.73% | -6.52% | 7.23% | 1.44% |
| 2011 | 4.16% | -0.92% | -15.97% | 6.64% |
| 2010 | 2.51% | -10.13% | 11.86% | 9.38% |
| 2009 | -9.65% | 16.77% | 14.36% | 5.04% |
| 2008 | -7.43% | 1.25% | -18.40% | -14.94% |
| 2007 | 2.27% | 9.29% | 5.75% | 1.27% |
| 2006 | 8.63% | -0.71% | 3.38% | 9.44% |
Rank in Category (By Total Return)
| YTD | 87 |
| 1-Month | 91 |
| 3-Month | 87 |
| 1-Year | 100 |
| 3-Year | 51 |
| 5-Year | 34 |
Load Adjusted Returns
| 1-Year | -15.22% |
| 3-Year | 2.78% |
| 5-Year | 12.82% |
| 10-Year | 7.55% |
Performance & Risk
| YTD Return | -15.43% |
| 5y Average Return | 12.51% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.22 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | BlackRock |
| Net Assets | 1.29B |
| YTD Return | -6.78% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 04, 2005 |
Fund Summary
The fund seeks to achieve its investment objective through a fully managed investment policy utilizing global equity securities. For purposes of the fund’s investment policies, equity securities include common stock, preferred stock, convertible securities, warrants, depositary receipts, and securities and other instruments whose price is linked to the value of common stock. It will, under normal circumstances, invest at least 80% of its net assets inequity and equity-related securities. The fund is non-diversified.
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