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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.16%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 6

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

Risk Statistics

3 Years 5 Years 10 Years
MDEGXCategory AverageMDEGXCategory AverageMDEGXCategory Average
Alpha -2 0.04 -2.47 0.04 -0.81 0.02
BETA 1.22 0.01 1.17 0.01 1.06 0.01
Mean Annual Return 0.57 0.02 1.26 0.02 0.77 0.01
R-squared 85.35 0.89 87.67 0.87 87.06 0.88
Standard Deviation 21.52 0.19 19.79 0.15 16.89 0.15
Sharpe Ratio 0.11 0.01 0.62 0.01 0.43 0.01
Treynor Ratio 0.03 0.18 9.63 0.18 5.8 0.11

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