BMEAX - BlackRock High Equity Income Investor A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return14.85%
5-Year Average Return14.17%
Number of Years Up12
Number of Years Down6
Best 1 Yr Total Return (Oct 30, 2017)47.16%
Worst 1 Yr Total Return (Oct 30, 2017)-39.03%
Best 3-Yr Total Return47.16%
Worst 3-Yr Total Return-2.55%

Trailing Returns (%) Vs. Benchmarks

ReturnBMEAXCategory
YTD14.85%10.66%
1-Month0.89%1.09%
3-Month2.64%3.42%
1-Year21.19%19.35%
3-Year7.34%7.77%
5-Year14.17%12.64%
10-Year7.19%5.76%
Last Bull Market22.45%22.96%
Last Bear Market-24.91%-18.13%

Annual Total Return (%) History

Year
BMEAXCategory
2017
N/AN/A
2016
6.71%14.81%
2015
-1.96%-4.05%
2014
12.33%10.21%
2013
39.39%31.21%
2012
10.38%14.57%
2011
-9.61%-0.75%
2010
24.28%13.66%
2009
35.61%24.13%
2008
-35.21%-37.09%
2007
20.80%1.42%
2006
18.24%18.15%
2005
14.15%5.95%
2004
17.90%12.97%
2003
47.16%28.44%
2002
-39.03%-18.69%
2001
-14.34%-4.99%
2000
-8.17%7.87%
1999
220.11%6.72%
1998
N/A12.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.21%3.58%3.47%N/A
2016-3.33%2.82%5.82%1.47%
20155.03%0.63%-9.60%2.61%
20142.51%6.15%-3.13%6.57%
201312.47%2.37%10.17%9.89%
201211.41%-6.13%3.63%1.85%
20116.24%-0.84%-22.42%10.60%
20106.44%-10.22%14.56%13.52%
2009-8.27%18.99%18.87%4.51%
2008-9.61%5.74%-13.05%-22.04%
20075.31%8.54%3.25%2.36%
200614.87%-3.45%-0.81%7.49%
2005-2.46%4.64%8.64%2.95%
20044.44%0.81%-0.80%12.89%
2003-2.64%19.31%8.16%17.13%
2002-8.53%-16.16%-20.88%0.47%
2001-22.13%20.35%-25.58%22.81%
200031.76%-3.83%-5.45%-23.36%
199921.77%31.78%17.93%69.16%
1998-14.34%38.59%N/AN/A

Rank In Category (By Total Return)

YTD10
1-Month63
3-Month73
1-Year33
3-Year66
5-Year19

Load Adjusted Returns

1-Year14.83%
3-Year5.43%
5-Year12.95%
10-Year6.62%