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BlackRock Basic Value K (MBVKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.95-0.06 (-0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.16%
5-year average return11.69%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jun 2024)24.32%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return24.32%
Worst 3-yr total return5.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMBVKXCategory
YTD4.86%4.44%
1-month-2.66%-4.04%
3-month4.53%4.09%
1-year14.66%14.37%
3-year6.67%6.04%
5-year9.67%9.20%
10-year8.19%8.57%
Last bull market23.41%22.97%
Last bear market-11.34%-11.27%

Annual total return (%) history

Year
MBVKXCategory
2024
N/AN/A
2023
16.33%11.63%
2022
-4.54%-5.90%
2021
22.65%26.22%
2020
3.41%2.91%
2019
24.32%25.04%
2018
-7.58%-8.53%
2017
8.67%15.94%
2016
18.71%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.73%N/AN/AN/A
20233.11%5.74%-3.95%11.09%
20222.06%-11.34%-6.23%12.51%
202112.51%4.69%-0.89%5.07%
2020-28.10%16.66%1.63%21.31%
201911.31%2.87%0.96%7.54%
2018-2.10%2.53%6.87%-13.85%
20170.35%-1.02%3.41%5.79%
20160.91%4.35%6.28%6.07%
20150.47%-11.61%3.30%N/A

Rank in category (by total return)

YTD43
1-month10
3-month36
1-year47
3-year39
5-year40

Load adjusted returns

1-year14.66%
3-year6.67%
5-year9.67%
10-year8.19%