Blackrock Advantage Large Cap Value Fund - Institutional: (MF: MALVX)
(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET
$31.74 USD
-0.39 (-1.21%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 5.06 | 51 |
3 months | 3.89 | 81 |
6 months | 5.06 | 51 |
1 Year | 11.81 | 57 |
3 Year | 13.53 | 64 |
5 Year | 14.25 | 45 |
10 Year | 9.62 | 62 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 131.46 |
Bear Market (10/07 - 2/09) | -49.77 |
Bull Market (2/09 - 3/21) | 543.60 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 11.81 |
5 Year | 14.24 |
10 Year | 9.62 |
Since Inception | 8.25 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 1.12 | 3.89 | NA | NA |
2024 | 9.78 | -1.18 | 8.86 | -2.24 |
2023 | 1.43 | 3.92 | -2.20 | 10.28 |
2022 | -2.06 | -12.10 | -6.09 | 12.99 |
2021 | 11.05 | 5.86 | -0.58 | 8.49 |
2020 | -25.67 | 14.71 | 5.67 | 15.30 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 5.06 | 15.45 | 13.70 | -8.66 | 26.80 | 3.88 | 24.72 | -7.77 | 17.56 | 13.83 | -1.75 |
% Total Return Rel to Index | -1.14 | -9.56 | -12.54 | 9.54 | -1.87 | -14.51 | -6.76 | -3.37 | -4.23 | 1.90 | -3.14 |
% Total Return Rel to Peer | -0.08 | -3.94 | -9.29 | 11.03 | 4.74 | -16.03 | -3.69 | -0.90 | -3.11 | 6.01 | -0.15 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 2.00 | 5.00 | 5.00 | 4.00 | 4.00 | 2.00 | 3.00 |
% Dividends | 0.00 | 0.49 | 0.49 | 0.47 | 0.46 | 0.49 | 0.58 | 0.58 | 0.43 | 0.35 | 0.22 |
% Yield | 0.00 | 1.37 | 1.38 | 1.58 | 1.22 | 1.58 | 1.88 | 2.10 | 1.38 | 1.30 | 0.96 |
Capital Gains ($) | 0.00 | 3.84 | 0.35 | 1.14 | 5.05 | 0.00 | 0.54 | 2.53 | 0.13 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 0.54 | 0.54 | 0.54 | 0.54 | 0.54 | 0.54 | 0.54 | 0.77 | 0.87 | 0.86 |
* 1 = Top 20%, 5 = Bottom 20%