New Zealand markets open in 3 hours 35 minutes

BlackRock Equity Dividend Fund (MDDVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.250.00 (0.00%)
As of 11:03AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.60%
5-year average return9.41%
Number of years up23
Number of years down6
Best 1-yr total return (30 Jun 2024)27.25%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return27.25%
Worst 3-yr total return6.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMDDVXCategory
YTD8.13%4.44%
1-month2.60%-4.04%
3-month4.78%4.09%
1-year21.06%14.37%
3-year5.52%6.04%
5-year11.20%9.20%
10-year9.27%8.57%
Last bull market20.77%22.97%
Last bear market-10.31%-11.27%

Annual total return (%) history

Year
MDDVXCategory
2024
N/AN/A
2023
12.37%11.63%
2022
-4.18%-5.90%
2021
20.08%26.22%
2020
3.64%2.91%
2019
27.25%25.04%
2018
-7.43%-8.53%
2017
16.43%15.94%
2016
16.00%14.81%
2015
-0.39%-4.05%
2014
9.06%10.21%
2013
24.35%31.21%
2012
11.92%14.57%
2011
5.60%-0.75%
2010
12.92%13.66%
2009
21.87%24.13%
2008
-32.79%-37.09%
2007
14.47%1.42%
2006
18.98%18.15%
2005
12.31%5.95%
2004
14.92%12.97%
2003
25.93%28.44%
2002
-11.50%-18.69%
2001
-4.32%-4.99%
2000
11.63%7.87%
1999
2.61%6.72%
1998
14.31%12.00%
1997
28.21%26.61%
1996
18.79%20.08%
1995
31.68%32.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.81%N/AN/AN/A
20231.15%5.23%-3.83%9.77%
20221.81%-10.31%-6.32%12.01%
202111.44%4.33%-1.20%4.53%
2020-24.41%14.02%2.55%17.26%
201910.19%4.67%1.89%8.27%
2018-2.69%2.24%6.09%-12.31%
20173.07%3.08%4.04%5.33%
20160.48%4.17%1.95%8.71%
2015-1.08%-0.03%-6.06%7.23%
20141.15%3.41%0.09%4.17%
20138.35%1.48%2.97%9.84%
20127.99%-1.18%4.70%0.17%
20116.56%0.44%-11.75%11.80%
20103.35%-10.53%11.93%9.09%
2009-11.11%13.37%13.28%6.76%
2008-7.20%0.32%-10.55%-19.29%
20073.59%7.15%4.20%-1.02%
20065.97%2.82%1.81%7.25%
20053.01%0.90%8.53%-0.44%
20041.67%1.51%3.46%7.62%
2003-3.16%11.77%3.03%12.92%
20025.61%-5.91%-15.13%4.94%
2001-6.80%3.68%-6.68%6.10%
2000-1.53%-1.46%9.92%4.65%
1999-0.88%9.06%-6.28%1.28%
199810.70%-1.07%-5.30%10.22%
19972.29%11.62%9.49%2.56%
19964.99%1.82%2.36%8.56%
19958.00%5.58%6.87%8.07%

Rank in category (by total return)

YTD44
1-month70
3-month32
1-year64
3-year67
5-year55

Load adjusted returns

1-year14.70%
3-year3.64%
5-year10.01%
10-year8.69%