New Zealand markets close in 6 hours 51 minutes

BlackRock Capital Appreciation Fund (MDFGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
40.26+0.34 (+0.85%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return25.18%
5-year average return15.38%
Number of years up19
Number of years down7
Best 1-yr total return (4 Jul 2024)48.85%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return48.85%
Worst 3-yr total return1.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMDFGXCategory
YTD22.39%12.38%
1-month6.81%5.09%
3-month7.64%10.28%
1-year36.34%41.70%
3-year6.45%22.56%
5-year15.34%21.98%
10-year14.60%15.99%
Last bull market33.44%25.99%
Last bear market-23.09%-17.29%

Annual total return (%) history

Year
MDFGXCategory
2024
N/AN/A
2023
48.85%N/A
2022
-37.84%N/A
2021
20.69%N/A
2020
40.09%35.86%
2019
31.85%31.90%
2018
1.74%-2.09%
2017
32.59%27.67%
2016
-0.36%3.23%
2015
6.86%3.60%
2014
8.35%10.00%
2013
33.80%33.92%
2012
13.93%15.34%
2011
-9.13%-2.46%
2010
19.13%15.53%
2009
36.18%35.68%
2008
-36.56%-40.67%
2007
18.25%13.35%
2006
3.66%7.05%
2005
6.47%6.71%
2004
9.68%7.81%
2003
28.90%28.66%
2002
-23.47%-27.64%
2001
-18.80%-22.30%
2000
-6.24%-13.05%
1999
25.27%38.87%
1998
31.87%34.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.70%7.64%N/AN/A
202316.76%14.43%-3.78%15.77%
2022-13.65%-23.09%-7.27%0.94%
20210.41%12.84%0.52%5.97%
2020-11.93%28.78%11.03%11.25%
201916.92%5.78%-2.58%9.43%
20185.68%8.16%5.68%-15.78%
20179.95%6.65%5.19%7.50%
2016-5.22%0.73%7.65%-3.06%
20153.97%2.21%-6.92%8.03%
2014-2.38%2.96%2.18%5.50%
20136.40%1.62%10.24%12.25%
201215.56%-7.37%7.83%-1.29%
20114.13%-1.88%-16.94%7.07%
20103.72%-11.57%13.95%13.98%
2009-2.58%12.49%16.61%6.56%
2008-9.97%5.57%-13.40%-22.93%
20071.80%7.33%7.13%1.02%
20062.35%-4.45%2.12%3.80%
2005-5.44%3.34%3.99%4.78%
20040.73%2.00%-3.61%10.75%
2003-1.66%13.42%3.36%11.81%
20020.56%-15.43%-14.78%5.60%
2001-17.05%3.89%-16.04%12.23%
20000.30%-3.20%3.68%-6.86%
19995.16%7.07%-5.93%18.27%
199814.60%7.07%-12.80%23.24%

Rank in category (by total return)

YTD24
1-month15
3-month27
1-year16
3-year58
5-year50

Load adjusted returns

1-year29.19%
3-year4.55%
5-year14.10%
10-year13.99%