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Nasdaq - Delayed Quote USD

BlackRock Advantage SMID Cap K (MKSPX)

27.52
+0.55
+(2.04%)
At close: May 2 at 8:01:39 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.61%
5y Average Return 9.60%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (May 1, 2025) 28.91%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 28.91%
Worst 3Y Total Return 3.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MKSPX
Category
YTD
-7.32%
20.19%
1-Month
-5.82%
0.02%
3-Month
-7.32%
4.36%
1-Year
-3.20%
60.18%
3-Year
3.21%
11.32%
5-Year
12.04%
13.88%
10-Year
7.63%
11.19%
Last Bull Market
19.89%
27.98%
Last Bear Market
-16.27%
-24.08%

Annual Total Return (%) History

Year
MKSPX
Category
2025
--
--
2024
12.20%
--
2023
18.96%
--
2022
-16.54%
--
2021
13.80%
--
2020
19.83%
10.99%
2019
28.91%
23.75%
2018
--
-12.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.32% -- -- --
2024 7.43% -4.29% 8.32% 0.75%
2023 3.71% 4.34% -3.56% 13.99%
2022 -6.09% -16.27% -2.41% 8.77%
2021 5.28% 6.07% -2.57% 4.59%
2020 -20.24% 22.22% 8.51% 13.28%
2019 13.66% 4.20% 0.00% 8.85%
2018 2.86% 6.89% -14.68% --

Rank in Category (By Total Return)

YTD 35
1-Month 36
3-Month 35
1-Year 46
3-Year 31
5-Year 91

Load Adjusted Returns

1-Year -3.20%
3-Year 3.21%
5-Year 12.04%
10-Year 7.63%

Performance & Risk

YTD Return -8.61%
5y Average Return 9.60%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family BlackRock
Net Assets 420.02M
YTD Return -7.32%
Yield 0.88%
Morningstar Rating
Inception Date Oct 21, 1994

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 equity securities of U.S. small and medium capitalization companies and derivatives that have similar economic characteristics to such securities. The advisor primarily intends to invest in equity securities or other financial instruments that are components of, or have characteristics similar to, the securities included in the Russell 2500™ Index.

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