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BlackRock Basic Value R (MRBVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.90+0.12 (+0.72%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.08%
5-year average return9.97%
Number of years up15
Number of years down5
Best 1-yr total return (7 May 2024)37.55%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return37.55%
Worst 3-yr total return5.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRBVXCategory
YTD4.66%17.52%
1-month-2.67%-0.87%
3-month4.39%5.51%
1-year13.89%42.88%
3-year5.93%11.93%
5-year8.90%12.07%
10-year7.43%10.95%
Last bull market22.99%23.18%
Last bear market-11.52%-17.87%

Annual total return (%) history

Year
MRBVXCategory
2024
N/AN/A
2023
15.50%N/A
2022
-5.22%N/A
2021
21.84%N/A
2020
2.65%2.91%
2019
23.44%25.04%
2018
-8.24%-8.53%
2017
7.88%15.94%
2016
17.86%14.81%
2015
-6.45%-4.05%
2014
9.38%10.21%
2013
37.55%31.21%
2012
13.36%14.57%
2011
-3.36%-0.75%
2010
12.25%13.66%
2009
29.97%24.13%
2008
-36.89%-37.09%
2007
0.67%1.42%
2006
22.03%18.15%
2005
3.38%5.95%
2004
9.89%12.97%
2003
N/A28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.53%N/AN/AN/A
20232.93%5.56%-4.11%10.86%
20221.89%-11.52%-6.40%12.33%
202112.36%4.53%-1.12%4.92%
2020-28.23%16.43%1.40%21.13%
201911.09%2.73%0.75%7.36%
2018-2.25%2.34%6.66%-14.01%
20170.17%-1.18%3.19%5.61%
20160.72%4.17%6.07%5.89%
20152.54%0.27%-11.75%3.11%
20142.62%4.51%-0.48%2.47%
201311.57%6.23%5.28%10.24%
201212.28%-6.46%6.94%0.92%
20116.49%-2.01%-17.76%12.61%
20105.86%-13.48%9.96%11.45%
2009-10.71%17.45%15.51%7.29%
2008-8.39%-4.69%-8.98%-20.59%
20071.08%6.53%-0.79%-5.76%
20065.94%-0.34%7.34%7.67%
2005-1.80%-0.39%3.15%2.47%
20042.44%1.60%-2.59%8.39%
200318.28%3.59%15.55%N/A

Rank in category (by total return)

YTD47
1-month10
3-month39
1-year53
3-year54
5-year59

Load adjusted returns

1-year13.89%
3-year5.93%
5-year8.90%
10-year7.43%