Nasdaq - Delayed Quote USD

BlackRock Advantage Large Cap Core R (MRLRX)

19.10 +0.13 (+0.69%)
At close: 6:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 24.05%
5y Average Return 14.78%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Oct 30, 2024) 33.05%
Worst 1Y Total Return (Oct 30, 2024) --
Best 3Y Total Return 33.05%
Worst 3Y Total Return 6.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRLRX
Category
YTD
22.83%
5.31%
1-Month
1.81%
-4.19%
3-Month
5.94%
3.90%
1-Year
37.60%
20.31%
3-Year
10.50%
6.48%
5-Year
15.08%
11.78%
10-Year
12.14%
10.96%
Last Bull Market
27.43%
25.56%
Last Bear Market
-16.57%
-15.11%

Annual Total Return (%) History

Year
MRLRX
Category
2024
--
--
2023
25.00%
22.32%
2022
-20.51%
-16.96%
2021
27.94%
26.07%
2020
19.28%
15.83%
2019
28.47%
28.78%
2018
-5.81%
-6.27%
2017
21.40%
20.44%

2016
9.68%
10.37%
2015
-0.22%
-1.07%
2014
11.33%
10.96%
2013
33.05%
31.50%
2012
13.83%
14.96%
2011
-0.48%
-1.27%
2010
10.55%
14.01%
2009
19.91%
28.17%
2008
-37.77%
-37.79%
2007
4.53%
6.16%
2006
12.59%
14.17%
2005
12.66%
5.88%
2004
15.12%
10.02%
2003
--
27.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.37% 4.11% 5.94% --
2023 7.20% 7.67% -3.33% 12.03%
2022 -6.26% -16.57% -5.51% 7.57%
2021 6.40% 8.82% -0.05% 10.55%
2020 -19.68% 21.80% 8.82% 12.05%
2019 13.80% 3.95% 0.20% 8.38%
2018 1.08% 2.14% 7.20% -14.89%
2017 6.37% 2.61% 5.36% 5.56%
2016 -1.85% -0.55% 5.00% 7.01%
2015 0.12% 0.29% -6.85% 6.69%

2014 2.12% 2.84% 0.92% 5.04%
2013 10.02% 1.79% 6.35% 11.72%
2012 12.70% -5.38% 6.59% 0.14%
2011 9.20% 2.46% -21.32% 13.06%
2010 5.81% -12.69% 8.24% 10.55%
2009 -10.20% 11.50% 13.96% 5.09%
2008 -14.66% -0.64% -9.70% -18.73%
2007 2.13% 5.54% 0.09% -3.11%
2006 7.50% -3.38% 1.90% 6.37%
2005 1.26% 2.57% 5.66% 2.66%
2004 5.66% -0.82% -1.92% 12.01%
2003 14.94% 4.29% 13.00% --

Rank in Category (By Total Return)

YTD 15
1-Month 56
3-Month 44
1-Year 12
3-Year 51
5-Year 46

Load Adjusted Returns

1-Year 37.60%
3-Year 10.50%
5-Year 15.08%
10-Year 12.14%

Performance & Risk

YTD Return 24.05%
5y Average Return 14.78%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family BlackRock
Net Assets 3.03B
YTD Return 22.83%
Yield 0.52%
Morningstar Rating
Inception Date Dec 22, 1999

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 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? Index.

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