Nasdaq - Delayed Quote USD

BlackRock Capital Appreciation Inv A (MDFGX)

35.25 +0.75 (+2.17%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.18%
5y Average Return 13.02%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 48.85%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 48.85%
Worst 3Y Total Return 1.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MDFGX
Category
YTD
13.70%
12.38%
1-Month
1.97%
5.09%
3-Month
13.70%
10.28%
1-Year
44.95%
41.70%
3-Year
8.14%
22.56%
5-Year
14.94%
21.98%
10-Year
14.10%
15.99%
Last Bull Market
38.77%
25.99%
Last Bear Market
-23.09%
-17.29%

Annual Total Return (%) History

Year
MDFGX
Category
2024
--
--
2023
48.85%
--
2022
-37.84%
--
2021
20.69%
--
2020
40.09%
35.86%
2019
31.85%
31.90%
2018
1.74%
-2.09%
2017
32.59%
27.67%

2016
-0.36%
3.23%
2015
6.86%
3.60%
2014
8.35%
10.00%
2013
33.80%
33.92%
2012
13.93%
15.34%
2011
-9.13%
-2.46%
2010
19.13%
15.53%
2009
36.18%
35.68%
2008
-36.56%
-40.67%
2007
18.25%
13.35%
2006
3.66%
7.05%
2005
6.47%
6.71%
2004
9.68%
7.81%
2003
28.90%
28.66%
2002
-23.47%
-27.64%
2001
-18.80%
-22.30%
2000
-6.24%
-13.05%
1999
25.27%
38.87%
1998
31.87%
34.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.70% -- -- --
2023 16.76% 14.43% -3.78% 15.77%
2022 -13.65% -23.09% -7.27% 0.94%
2021 0.41% 12.84% 0.52% 5.97%
2020 -11.93% 28.78% 11.03% 11.25%
2019 16.92% 5.78% -2.58% 9.43%
2018 5.68% 8.16% 5.68% -15.78%
2017 9.95% 6.65% 5.19% 7.50%
2016 -5.22% 0.73% 7.65% -3.06%
2015 3.97% 2.21% -6.92% 8.03%

2014 -2.38% 2.96% 2.18% 5.50%
2013 6.40% 1.62% 10.24% 12.25%
2012 15.56% -7.37% 7.83% -1.29%
2011 4.13% -1.88% -16.94% 7.07%
2010 3.72% -11.57% 13.95% 13.98%
2009 -2.58% 12.49% 16.61% 6.56%
2008 -9.97% 5.57% -13.40% -22.93%
2007 1.80% 7.33% 7.13% 1.02%
2006 2.35% -4.45% 2.12% 3.80%
2005 -5.44% 3.34% 3.99% 4.78%
2004 0.73% 2.00% -3.61% 10.75%
2003 -1.66% 13.42% 3.36% 11.81%
2002 0.56% -15.43% -14.78% 5.60%
2001 -17.05% 3.89% -16.04% 12.23%
2000 0.30% -3.20% 3.68% -6.86%
1999 5.16% 7.07% -5.93% 18.27%
1998 14.60% 7.07% -12.80% 23.24%

Rank in Category (By Total Return)

YTD 29
1-Month 54
3-Month 29
1-Year 13
3-Year 60
5-Year 54

Load Adjusted Returns

1-Year 37.34%
3-Year 6.21%
5-Year 13.71%
10-Year 13.48%

Performance & Risk

YTD Return 8.18%
5y Average Return 13.02%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family BlackRock
Net Assets 3.67B
YTD Return 13.70%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 1997

Fund Summary

The fund invests primarily in a diversified portfolio consisting primarily of common stock of U.S. companies that fund management believes have exhibited above-average growth rates in earnings over the long term. It will generally invest at least 65% of its total assets in the following equity securities: Common stock; Convertible preferred stock; Securities convertible into common stock; and Rights to subscribe to common stock. The fund may invest in companies of any size but emphasizes investments in companies that have medium to large stock market capitalizations.

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