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MRRFX: BlackRock Mid Cap Value Opportunities R (MUTUAL FUND)
Basic Info 16.97 0.1(0.59%) January 19
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 02/10/2003 |
| Last Dividend Date: | 12/07/2020 |
| 12-Mo. Yield | 25.89% |
| Expenses | 1.60% |
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Performance Analytics (As of 01/15/2021)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.7 | 5.8 | 11.1 | 8.3 | 14.4 | 9.4 | 6.9 | 9.8 | 6.6 | 28.9 | -10.0 | 8.2 | 22.0 | -7.2 | 6.1 | 32.8 | 12.9 | -1.0 | 25.2 | 34.8 | -36.2 | 3.5 | 0.5 | 13.5 | 17.5 | 41.4 |
| SR | NA | 12.4 | 0.31 | 0.28 | 0.63 | 0.46 | NA | 0.42 | 0.17 | 2.14 | -0.75 | 0.77 | 1.26 | -0.45 | 0.47 | 2.53 | 0.78 | -0.04 | 1.2 | 1.17 | -0.89 | 0.03 | -0.16 | 0.98 | 1.26 | 2.92 |
| DD(%) | NA | 1.1 | 42.1 | 42.1 | 42.1 | 42.1 | NA | 55.9 | 42.1 | 7.6 | 21.7 | 7.5 | 12.7 | 13.8 | 12.9 | 6.1 | 13.7 | 25.6 | 17.6 | 26.1 | 51.5 | 15.2 | 12.8 | 7.5 | 10.3 | 5.2 |
| SD(%) | NA | 20.7 | 37.6 | 24.5 | 20.9 | 19.6 | NA | 21.1 | 37.3 | 12.9 | 15.2 | 9.9 | 17.3 | 15.9 | 12.9 | 13.0 | 16.5 | 28.3 | 20.9 | 29.5 | 41.7 | 15.8 | 17.1 | 11.7 | 13.1 | 16.0 |
| TR | NA | 2.58 | 0.2 | 0.11 | 0.19 | 0.11 | NA | 0.1 | 0.11 | 0.27 | -0.12 | 0.07 | 0.2 | -0.07 | 0.06 | 0.32 | 0.11 | -0.01 | 0.26 | 0.43 | -0.4 | 0.01 | -0.03 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.14 | 0.04 | 0.02 | 0.02 | 0.0 | NA | 0.02 | 0.03 | 0.0 | 0.01 | -0.04 | 0.02 | -0.02 | -0.03 | -0.02 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.03 | -0.04 | NA | NA | NA |
| Beta(%) | NA | 1.0 | 0.58 | 0.65 | 0.71 | 0.85 | NA | 0.87 | 0.57 | 1.01 | 0.95 | 1.15 | 1.1 | 1.02 | 1.07 | 1.03 | 1.15 | 1.07 | 0.96 | 0.81 | 0.93 | 0.92 | 1.09 | NA | NA | NA |
| RS | NA | 0.97 | 0.38 | 0.47 | 0.52 | 0.68 | NA | 0.73 | 0.37 | 0.94 | 0.89 | 0.89 | 0.94 | 0.95 | 0.92 | 0.94 | 0.96 | 0.98 | 0.98 | 0.98 | 0.97 | 0.92 | 0.1 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/10/2003
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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