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Nasdaq - Delayed Quote USD
BlackRock Advantage Large Cap Val R (MRLVX)
25.11
-1.61
(-6.03%)
At close: 8:03:55 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.77% |
| 5y Average Return | 15.91% |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 3, 2025) | 32.33% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 32.33% |
| Worst 3Y Total Return | 5.59% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MRLVX
Category
- YTD
- 0.98%
- 4.44%
- 1-Month
- -3.38%
- -4.04%
- 3-Month
- 0.98%
- 4.09%
- 1-Year
- 5.81%
- 14.37%
- 3-Year
- 6.86%
- 6.04%
- 5-Year
- 15.96%
- 9.20%
- 10-Year
- 8.77%
- 8.57%
- Last Bull Market
- 17.77%
- 22.97%
- Last Bear Market
- -12.20%
- -11.27%
Annual Total Return (%) History
Year
MRLVX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.98% | -- | -- | -- |
| 2024 | 9.66% | -1.32% | 8.73% | -2.34% |
| 2023 | 1.32% | 3.79% | -2.33% | 10.17% |
| 2022 | -2.19% | -12.20% | -6.17% | 12.83% |
| 2021 | 10.95% | 5.73% | -0.76% | 8.34% |
| 2020 | -25.76% | 14.55% | 5.57% | 15.14% |
| 2019 | 11.70% | 3.44% | 0.46% | 6.92% |
| 2018 | -1.34% | 0.59% | 5.97% | -12.73% |
| 2017 | 4.37% | 1.44% | 5.04% | 5.16% |
| 2016 | -1.64% | 1.05% | 4.52% | 8.94% |
| 2015 | -1.14% | 1.01% | -7.38% | 5.64% |
| 2014 | 2.27% | 2.07% | 1.16% | 5.40% |
| 2013 | 12.00% | 1.79% | 4.44% | 11.14% |
| 2012 | 11.24% | -6.74% | 5.67% | 2.21% |
| 2011 | 8.43% | 1.50% | -22.27% | 13.10% |
| 2010 | 4.74% | -13.27% | 9.49% | 10.66% |
| 2009 | -13.60% | 10.96% | 14.18% | 3.92% |
| 2008 | -11.68% | -0.44% | -10.43% | -18.66% |
| 2007 | 2.45% | 6.32% | -2.09% | -2.05% |
| 2006 | 6.56% | -0.34% | 2.23% | 6.41% |
| 2005 | 2.46% | 2.27% | 8.50% | 0.76% |
| 2004 | 7.90% | -0.21% | 0.14% | 10.81% |
| 2003 | 15.27% | 4.36% | 14.52% | -- |
Rank in Category (By Total Return)
| YTD | 62 |
| 1-Month | 67 |
| 3-Month | 62 |
| 1-Year | 62 |
| 3-Year | 53 |
| 5-Year | 63 |
Load Adjusted Returns
| 1-Year | 5.81% |
| 3-Year | 6.86% |
| 5-Year | 15.96% |
| 10-Year | 8.77% |
Performance & Risk
| YTD Return | -2.77% |
| 5y Average Return | 15.91% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | BlackRock |
| Net Assets | 628.77M |
| YTD Return | 0.98% |
| Yield | 1.08% |
| Morningstar Rating | |
| Inception Date | Jan 03, 2003 |
Fund Summary
The fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities of U.S. issuers and derivatives that have similar economic characteristics to such securities. The adviser primarily intends to invest in equity securities, which include common stock, preferred stock and convertible securities, or other financial instruments that are components of, or have characteristics similar to, the securities included in the Russell 1000 Value Index.
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