BlackRock Mid Cap Dividend Investor A (MDRFX)

23.47 +0.10 (+0.43%) USD  |  Jun 15

MDRFX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 15, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
BlackRock Mid Cap Dividend Investor A
-0.59%
13.20%
33.29%
6.40%
-6.90%
22.31%
8.55%
-9.74%
29.24%
6.85%
23.92%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.85%
Fidelity Advisor® Value Strategies A
-9.58%
26.63%
30.02%
6.17%
-2.86%
10.94%
18.85%
-17.65%
34.18%
7.95%
27.01%
Wells Fargo C&B Mid Cap Value A
-1.60%
19.46%
37.14%
4.59%
-2.57%
23.33%
14.90%
-14.61%
36.36%
2.38%
19.19%
PGIM QMA Mid-Cap Value A
-0.78%
14.51%
36.98%
14.86%
-6.62%
21.08%
12.33%
-19.93%
19.74%
-6.53%
29.34%
American Century Mid Cap Value A
-0.97%
16.11%
29.70%
16.04%
-1.81%
22.50%
11.32%
-13.25%
28.55%
1.43%
17.89%
As of June 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
BlackRock Mid Cap Dividend Investor A
-0.09%
5.63%
24.97%
55.45%
14.03%
13.96%
11.51%
9.31%
9.10%
10.77%
S&P 500 Total Return
1.89%
7.38%
15.80%
40.68%
17.33%
17.68%
15.20%
10.72%
8.59%
10.50%
Fidelity Advisor® Value Strategies A
0.27%
6.81%
28.48%
69.04%
14.75%
14.35%
11.73%
8.87%
8.28%
11.48%
Wells Fargo C&B Mid Cap Value A
-0.61%
4.46%
20.23%
51.44%
11.72%
13.78%
12.41%
8.98%
9.69%
10.50%
PGIM QMA Mid-Cap Value A
-0.67%
4.85%
29.69%
64.78%
5.33%
8.89%
9.75%
7.94%
8.38%
9.27%
American Century Mid Cap Value A
-0.84%
4.20%
18.00%
41.67%
9.74%
10.85%
11.89%
9.75%
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10.31%
As of June 15, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2021