UK markets closed

BlackRock High Equity Income Instl (BMCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
28.50+0.20 (+0.71%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.44%
5-year average return8.70%
Number of years up16
Number of years down9
Best 1-yr total return (1 May 2024)39.99%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return39.99%
Worst 3-yr total return4.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBMCIXCategory
YTD6.11%11.36%
1-month3.85%1.08%
3-month6.11%5.12%
1-year15.05%28.59%
3-year8.21%9.08%
5-year9.50%8.21%
10-year8.19%7.85%
Last bull market40.41%22.28%
Last bear market-8.96%-18.84%

Annual total return (%) history

Year
BMCIXCategory
2024
N/AN/A
2023
9.99%N/A
2022
-1.59%N/A
2021
23.01%N/A
2020
-0.29%4.24%
2019
21.98%18.81%
2018
-6.16%-5.81%
2017
17.53%13.46%
2016
7.15%7.25%
2015
-1.58%-0.37%
2014
12.75%8.01%
2013
39.99%16.58%
2012
10.90%7.95%
2011
-9.17%-0.51%
2010
24.88%12.63%
2009
36.29%30.03%
2008
-34.88%-32.53%
2007
21.35%20.58%
2006
18.79%18.01%
2005
14.62%13.95%
2004
18.33%17.64%
2003
47.79%46.88%
2002
-38.71%-39.13%
2001
-13.95%-14.50%
2000
-7.75%-8.35%
1999
221.54%219.54%
1998
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.11%N/AN/AN/A
20231.45%3.75%-4.03%8.90%
20223.20%-8.96%-7.31%13.00%
202111.49%4.64%-0.12%5.56%
2020-25.93%13.57%1.63%16.63%
20199.17%3.55%0.74%7.11%
2018-2.14%1.92%4.78%-10.20%
20176.32%3.62%3.53%3.04%
2016-3.21%2.95%5.89%1.55%
20155.16%0.72%-9.52%2.70%
20142.59%6.27%-3.03%6.66%
201312.61%2.47%10.30%9.99%
201211.56%-6.02%3.73%1.98%
20116.35%-0.73%-22.31%10.75%
20106.57%-10.13%14.72%13.65%
2009-8.17%19.16%19.04%4.63%
2008-9.51%5.88%-12.95%-21.93%
20075.40%8.64%3.40%2.48%
200615.00%-3.33%-0.72%7.64%
2005-2.35%4.72%8.72%3.09%
20044.58%0.89%-0.73%12.98%
2003-2.59%19.53%8.24%17.27%
2002-8.40%-16.04%-20.80%0.61%
2001-22.05%20.51%-25.48%22.92%
200031.90%-3.73%-5.34%-23.25%
199921.87%31.93%18.04%69.42%
1998-14.25%38.76%N/AN/A

Rank in category (by total return)

YTD65
1-month23
3-month65
1-year55
3-year36
5-year33

Load adjusted returns

1-year15.05%
3-year8.21%
5-year9.50%
10-year8.19%