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BlackRock Capital Appreciation K (BFGBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.79+0.29 (+0.68%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.65%
5-year average return15.33%
Number of years up20
Number of years down6
Best 1-yr total return (19 May 2024)49.40%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return49.40%
Worst 3-yr total return2.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBFGBXCategory
YTD8.32%12.38%
1-month-4.82%5.09%
3-month4.21%10.28%
1-year36.56%41.70%
3-year4.18%22.56%
5-year13.23%21.98%
10-year14.23%15.99%
Last bull market33.63%25.99%
Last bear market-23.03%-17.29%

Annual total return (%) history

Year
BFGBXCategory
2024
N/AN/A
2023
49.40%N/A
2022
-37.65%N/A
2021
21.11%N/A
2020
40.59%35.86%
2019
32.33%31.90%
2018
2.11%-2.09%
2017
33.19%27.67%
2016
0.03%3.23%
2015
7.29%3.60%
2014
8.72%10.00%
2013
34.29%33.92%
2012
14.29%15.34%
2011
-8.78%-2.46%
2010
19.67%15.53%
2009
36.87%35.68%
2008
-36.21%-40.67%
2007
18.84%13.35%
2006
4.10%7.05%
2005
6.74%6.71%
2004
10.02%7.81%
2003
29.26%28.66%
2002
-23.24%-27.64%
2001
-18.55%-22.30%
2000
-5.48%-13.05%
1999
25.57%38.87%
1998
32.27%34.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.81%N/AN/AN/A
202316.87%14.57%-3.70%15.86%
2022-13.58%-23.03%-7.19%1.01%
20210.49%12.95%0.61%6.06%
2020-11.83%28.85%11.17%11.33%
201917.03%5.85%-2.48%9.54%
20185.75%8.27%5.77%-15.69%
201710.11%6.73%5.29%7.64%
2016-5.10%0.77%7.81%-2.98%
20154.08%2.28%-6.81%8.15%
2014-2.31%3.08%2.26%5.57%
20136.50%1.72%10.34%12.35%
201215.61%-7.29%7.91%-1.18%
20114.20%-1.81%-16.84%7.21%
20103.87%-11.46%14.05%14.09%
2009-2.47%12.74%16.64%6.72%
2008-9.88%5.72%-13.22%-22.85%
20071.94%7.47%7.24%1.15%
20062.42%-4.33%2.19%3.96%
2005-5.38%3.41%3.96%4.93%
20040.79%2.11%-3.60%10.89%
2003-1.63%13.58%3.38%11.92%
20020.63%-15.32%-14.78%5.71%
2001-16.95%3.91%-16.03%12.40%
20000.36%-2.64%3.82%-6.83%
19995.14%7.19%-5.91%18.40%
199814.70%7.15%-12.69%23.27%

Rank in category (by total return)

YTD27
1-month56
3-month41
1-year13
3-year61
5-year49

Load adjusted returns

1-year36.56%
3-year4.18%
5-year13.23%
10-year14.23%