Nasdaq - Delayed Quote USD

BlackRock Advantage Large Cap Val R (MRLVX)

27.81
-0.50
(-1.77%)
At close: 8:04:48 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.20%
5y Average Return 14.45%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (May 19, 2025) 32.33%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 32.33%
Worst 3Y Total Return 5.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRLVX
Category
YTD
-1.60%
4.44%
1-Month
-2.56%
-4.04%
3-Month
-5.55%
4.09%
1-Year
8.15%
14.37%
3-Year
7.88%
6.04%
5-Year
12.86%
9.20%
10-Year
8.43%
8.57%
Last Bull Market
17.77%
22.97%
Last Bear Market
-12.20%
-11.27%

Annual Total Return (%) History

Year
MRLVX
Category
2025
--
--
2024
14.90%
--
2023
13.15%
11.63%
2022
-9.08%
-5.90%
2021
26.14%
26.22%
2020
3.36%
2.91%
2019
24.10%
25.04%
2018
-8.22%
-8.53%

2017
16.94%
15.94%
2016
13.17%
14.81%
2015
-2.29%
-4.05%
2014
11.29%
10.21%
2013
32.33%
31.21%
2012
12.05%
14.57%
2011
-3.24%
-0.75%
2010
10.06%
13.66%
2009
13.76%
24.13%
2008
-35.94%
-37.09%
2007
4.45%
1.42%
2006
15.53%
18.15%
2005
14.55%
5.95%
2004
19.47%
12.97%
2003
--
28.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
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 50
1-Month 30
3-Month 48
1-Year 44
3-Year 50
5-Year 62

Load Adjusted Returns

1-Year 8.15%
3-Year 7.88%
5-Year 12.86%
10-Year 8.43%

Performance & Risk

YTD Return 3.20%
5y Average Return 14.45%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family BlackRock
Net Assets 609.35M
YTD Return -1.60%
Yield 1.11%
Morningstar Rating
Inception Date Jan 25, 2018

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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