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Nasdaq - Delayed Quote USD
BlackRock Advantage Global R (MRGSX)
18.71
-1.21
(-6.07%)
At close: 8:03:55 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -10.48% |
| 5y Average Return | 13.95% |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 4, 2025) | 34.89% |
| Worst 1Y Total Return (Apr 4, 2025) | -- |
| Best 3Y Total Return | 34.89% |
| Worst 3Y Total Return | 0.27% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MRGSX
Category
- YTD
- -1.15%
- 12.08%
- 1-Month
- -3.59%
- 0.64%
- 3-Month
- -1.15%
- 6.49%
- 1-Year
- 7.49%
- 38.01%
- 3-Year
- 7.55%
- 12.74%
- 5-Year
- 15.38%
- 12.82%
- 10-Year
- 7.75%
- 9.05%
- Last Bull Market
- 16.84%
- 18.82%
- Last Bear Market
- -14.84%
- -20.53%
Annual Total Return (%) History
Year
MRGSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.15% | -- | -- | -- |
| 2024 | 8.83% | 4.10% | 5.22% | -0.73% |
| 2023 | 7.35% | 5.98% | -3.54% | 11.26% |
| 2022 | -6.01% | -14.84% | -8.28% | 11.50% |
| 2021 | 4.89% | 6.55% | -1.91% | 7.07% |
| 2020 | -22.64% | 21.07% | 8.29% | 13.63% |
| 2019 | 12.53% | 3.64% | -0.86% | 8.32% |
| 2018 | 0.05% | -0.85% | 4.30% | -14.90% |
| 2017 | 4.21% | 4.77% | 7.07% | 5.26% |
| 2016 | -3.90% | 2.69% | 8.42% | 0.25% |
| 2015 | 2.38% | 2.20% | -12.16% | 2.06% |
| 2014 | 2.75% | 5.28% | -7.99% | 0.67% |
| 2013 | 8.64% | 1.51% | 11.02% | 10.17% |
| 2012 | 13.37% | -6.86% | 6.53% | 3.23% |
| 2011 | 4.03% | 0.00% | -19.85% | 6.62% |
| 2010 | 3.98% | -11.54% | 13.05% | 13.30% |
| 2009 | -8.81% | 20.19% | 18.31% | 3.45% |
| 2008 | -8.26% | 3.34% | -16.67% | -21.57% |
| 2007 | 5.08% | 6.44% | 4.01% | -0.38% |
| 2006 | 9.75% | -5.70% | 0.92% | 12.88% |
| 2005 | -0.44% | 0.48% | 9.85% | 2.22% |
| 2004 | 3.12% | -3.12% | -0.11% | 13.75% |
| 2003 | 23.46% | 10.11% | 13.11% | -- |
Rank in Category (By Total Return)
| YTD | 53 |
| 1-Month | 47 |
| 3-Month | 53 |
| 1-Year | 23 |
| 3-Year | 29 |
| 5-Year | 30 |
Load Adjusted Returns
| 1-Year | 7.49% |
| 3-Year | 7.55% |
| 5-Year | 15.38% |
| 10-Year | 7.75% |
Performance & Risk
| YTD Return | -10.48% |
| 5y Average Return | 13.95% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | BlackRock |
| Net Assets | 445.07M |
| YTD Return | -1.15% |
| Yield | 1.09% |
| Morningstar Rating | |
| Inception Date | Aug 05, 1994 |
Fund Summary
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 MSCI All Country World Index. The advisor anticipates it will allocate a substantial amount of its total assets in foreign securities, which may include securities (i) of foreign government issuers, (ii) of issuers organized or located outside the U.S., (iii) of issuers which primarily trade in a market located outside the U.S., or (iv) of issuers doing a substantial amount of business outside the U.S.
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