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MALRX: BlackRock Large Cap Core Instl (MUTUAL FUND)
Basic Info 20.91 0.01(0.05%) February 23
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 11/13/2000 |
| Last Dividend Date: | 11/24/2020 |
| 12-Mo. Yield | 36.78% |
| Expenses | 1.05% |
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Performance Analytics (As of 02/23/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.3 | 4.1 | 23.5 | 14.0 | 15.6 | 11.6 | 7.9 | 7.4 | 19.9 | 29.1 | -5.4 | 12.7 | 10.3 | 0.4 | 11.9 | 33.9 | 14.7 | 0.0 | 11.5 | 20.7 | -37.3 | 5.2 | 13.1 | 13.3 | 14.8 | 31.9 | -17.9 | -5.0 | -4.0 |
| SR | NA | 3.08 | 0.59 | 0.6 | 0.59 | 0.52 | NA | 0.3 | 0.62 | 2.24 | -0.39 | 0.29 | 0.7 | 0.02 | 0.93 | 2.8 | 1.08 | 0.0 | 0.55 | 0.79 | -0.98 | 0.13 | 0.72 | 0.88 | 0.94 | 1.79 | -0.83 | -0.38 | -0.77 |
| DD(%) | NA | 3.6 | 34.3 | 34.3 | 37.9 | 37.9 | NA | 54.3 | 34.3 | 6.7 | 20.5 | 28.0 | 13.4 | 11.7 | 9.3 | 6.7 | 12.7 | 26.1 | 18.3 | 25.8 | 50.0 | 11.4 | 12.3 | 8.3 | 12.7 | 11.9 | 28.1 | 22.4 | 14.0 |
| SD(%) | NA | 14.4 | 31.6 | 21.7 | 25.8 | 22.0 | NA | 21.9 | 31.4 | 12.4 | 17.1 | 41.8 | 14.4 | 15.9 | 12.8 | 12.1 | 13.7 | 26.5 | 20.5 | 26.1 | 38.8 | 16.7 | 13.6 | 12.7 | 14.8 | 17.5 | 22.8 | 19.6 | 39.7 |
| TR | NA | 0.57 | 0.24 | 0.15 | 0.17 | 0.12 | NA | 0.07 | 0.25 | 0.27 | -0.06 | 0.08 | 0.1 | 0.0 | 0.11 | 0.32 | 0.14 | 0.0 | 0.1 | 0.26 | -0.44 | 0.02 | 0.07 | 0.1 | 0.11 | 0.34 | -0.24 | -0.09 | -0.18 |
| Alpha(%) | NA | 0.03 | 0.05 | 0.03 | 0.02 | 0.01 | NA | 0.01 | 0.06 | 0.01 | 0.0 | -0.01 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | -0.04 | 0.02 | -0.05 | 0.02 | -0.01 | 0.01 | -0.01 | 0.02 | -0.21 |
| Beta(%) | NA | 0.79 | 0.79 | 0.85 | 0.88 | 0.95 | NA | 0.91 | 0.79 | 1.02 | 1.05 | 1.47 | 1.04 | 1.0 | 1.12 | 1.05 | 1.03 | 1.07 | 1.08 | 0.79 | 0.86 | 0.93 | 1.31 | 1.11 | 1.25 | 0.93 | 0.78 | 0.86 | 1.72 |
| RS | NA | 0.63 | 0.8 | 0.82 | 0.44 | 0.59 | NA | 0.72 | 0.81 | 0.89 | 0.93 | 0.07 | 0.91 | 0.94 | 0.91 | 0.93 | 0.91 | 0.93 | 0.94 | 0.91 | 0.93 | 0.9 | 0.84 | 0.87 | 0.81 | 0.82 | 0.89 | 0.77 | 0.51 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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Best ETFs
- SCHD (Schwab US Dividend Equity ETF) 0.23% (99%)
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- PFM (PowerShares Dividend Achievers ETF) 0.06% (82%)
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Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.27% (98%)
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- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.33% (86%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.51% (82%)
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