Nasdaq - Delayed Quote USD

BlackRock Advantage Large Cap Core R (MRLRX)

18.22 -0.12 (-0.65%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.50%
5y Average Return 12.27%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 24, 2024) 33.05%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 33.05%
Worst 3Y Total Return 6.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRLRX
Category
YTD
11.37%
14.84%
1-Month
4.45%
1.65%
3-Month
11.37%
7.55%
1-Year
29.87%
40.47%
3-Year
9.99%
16.77%
5-Year
13.77%
16.15%
10-Year
11.46%
13.21%
Last Bull Market
40.96%
24.09%
Last Bear Market
-16.57%
-17.61%

Annual Total Return (%) History

Year
MRLRX
Category
2024
--
--
2023
25.00%
--
2022
-20.51%
--
2021
27.94%
--
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% -- -- --
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 25
1-Month 10
3-Month 25
1-Year 33
3-Year 56
5-Year 59

Load Adjusted Returns

1-Year 29.87%
3-Year 9.99%
5-Year 13.77%
10-Year 11.46%

Performance & Risk

YTD Return 7.50%
5y Average Return 12.27%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family BlackRock
Net Assets 3.15B
YTD Return 11.37%
Yield 0.64%
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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