Nasdaq - Delayed Quote USD

BlackRock Advantage Global Investor A (MDGCX)

24.73 -0.08 (-0.32%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.35%
5y Average Return 9.36%
Number of Years Up 21
Number of Years Down 8
Best 1Y Total Return (Apr 24, 2024) 35.40%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 35.40%
Worst 3Y Total Return 0.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MDGCX
Category
YTD
8.92%
12.08%
1-Month
4.01%
0.64%
3-Month
8.92%
6.49%
1-Year
24.12%
38.01%
3-Year
7.05%
12.74%
5-Year
10.64%
12.82%
10-Year
7.26%
9.05%
Last Bull Market
34.44%
18.82%
Last Bear Market
-14.77%
-20.53%

Annual Total Return (%) History

Year
MDGCX
Category
2024
--
--
2023
22.42%
--
2022
-17.93%
--
2021
17.62%
--
2020
15.54%
12.96%
2019
25.53%
25.26%
2018
-11.72%
-10.06%
2017
23.50%
22.28%

2016
7.61%
6.93%
2015
-5.85%
-0.92%
2014
0.56%
3.67%
2013
35.40%
24.08%
2012
16.56%
14.39%
2011
-10.68%
-7.19%
2010
18.31%
14.49%
2009
34.72%
34.45%
2008
-37.75%
-41.13%
2007
16.39%
12.16%
2006
18.18%
19.88%
2005
12.59%
10.91%
2004
13.77%
16.90%
2003
47.78%
34.18%
2002
-17.03%
-14.39%
2001
-9.77%
-8.39%
2000
11.69%
-3.51%
1999
106.69%
35.82%
1998
4.05%
16.44%
1997
-9.17%
9.96%
1996
15.13%
15.68%
1995
0.37%
14.17%
1994
--
-1.71%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.92% -- -- --
2023 7.43% 6.06% -3.46% 11.30%
2022 -5.95% -14.77% -8.27% 11.61%
2021 4.93% 6.63% -1.82% 7.08%
2020 -22.61% 21.12% 8.35% 13.76%
2019 12.61% 3.63% -0.78% 8.42%
2018 0.05% -0.77% 4.38% -14.81%
2017 4.36% 4.81% 7.16% 5.37%
2016 -3.86% 2.79% 8.52% 0.34%
2015 2.48% 2.26% -12.09% 2.19%

2014 2.86% 5.35% -7.91% 0.78%
2013 8.77% 1.56% 11.13% 10.29%
2012 13.49% -6.84% 6.68% 3.34%
2011 4.14% 0.13% -19.78% 6.78%
2010 4.11% -11.49% 13.20% 13.42%
2009 -8.71% 20.38% 18.38% 3.56%
2008 -8.20% 3.48% -16.57% -21.46%
2007 5.17% 6.58% 4.13% -0.27%
2006 9.84% -5.63% 0.94% 12.95%
2005 -0.43% 0.60% 9.92% 2.25%
2004 3.16% -3.06% -0.07% 13.85%
2003 -3.62% 23.07% 10.09% 13.18%
2002 4.24% -7.07% -17.21% 3.45%
2001 -14.38% 10.89% -18.13% 16.07%
2000 21.15% -8.98% 10.32% -8.19%
1999 4.04% 15.74% 4.41% 64.40%
1998 14.50% -3.09% -20.30% 17.65%
1997 -0.20% 9.11% -1.03% -15.71%
1996 8.97% 7.44% -2.03% 0.38%
1995 -8.32% 3.73% 6.17% -0.59%
1994 -5.21% -- -- --

Rank in Category (By Total Return)

YTD 21
1-Month 13
3-Month 21
1-Year 25
3-Year 34
5-Year 37

Load Adjusted Returns

1-Year 17.60%
3-Year 5.14%
5-Year 9.45%
10-Year 6.69%

Performance & Risk

YTD Return 5.35%
5y Average Return 9.36%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family BlackRock
Net Assets 382.95M
YTD Return 8.92%
Yield 1.30%
Morningstar Rating
Inception Date Oct 21, 1994

Fund Summary

The advisor primarily intends to invest in equity securities or other financial instruments that are components of, or have characteristics similar to, the securities included in the MSCI All Country World Index. The advisor anticipates it will allocate a substantial amount of its total assets in foreign securities, which may include securities (i) of foreign government issuers, (ii) of issuers organized or located outside the U.S., (iii) of issuers which primarily trade in a market located outside the U.S., or (iv) of issuers doing a substantial amount of business outside the U.S.

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