BlackRock Mid-Cap Value Investor A (MDRFX)

20.40 -0.22 (-1.07%) USD  |  Aug 17 2022

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 August 17, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
BlackRock Mid-Cap Value Investor A
13.20%
33.29%
6.40%
-6.90%
22.31%
8.55%
-9.74%
29.24%
6.85%
26.08%
-0.46%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.44%
Fidelity Advisor® Value A
21.09%
36.32%
11.27%
-6.77%
15.59%
14.99%
-17.80%
31.34%
9.51%
34.76%
-2.46%
Fidelity Advisor® Value Strategies A
26.63%
30.02%
6.17%
-2.86%
10.94%
18.85%
-17.65%
34.18%
7.95%
32.93%
-2.20%
Hotchkis & Wiley Mid-Cap Value A
30.77%
42.20%
11.90%
-12.75%
20.70%
7.53%
-19.51%
12.69%
0.28%
38.94%
1.84%
Fidelity Advisor® Mid Cap Value A
18.77%
38.50%
16.31%
-4.84%
12.08%
16.67%
-19.09%
23.20%
0.69%
33.60%
-4.71%
As of August 17, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
BlackRock Mid-Cap Value Investor A
10.69%
-0.65%
-1.39%
3.00%
14.73%
11.54%
11.24%
8.70%
10.04%
10.34%
S&P 500 Total Return
10.79%
4.98%
-1.65%
-2.46%
15.84%
13.96%
13.86%
9.70%
10.09%
10.19%
Fidelity Advisor® Value A
14.28%
1.61%
-1.20%
4.61%
18.81%
11.06%
11.97%
7.58%
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8.86%
Fidelity Advisor® Value Strategies A
11.94%
1.00%
0.46%
4.77%
17.27%
11.16%
11.37%
7.70%
10.02%
11.18%
Hotchkis & Wiley Mid-Cap Value A
12.97%
-1.95%
-2.85%
13.08%
18.27%
7.94%
9.47%
7.52%
9.99%
10.85%
Fidelity Advisor® Mid Cap Value A
11.64%
1.85%
-1.57%
1.04%
13.55%
7.49%
10.36%
7.53%
9.23%
8.75%
As of August 17, 2022. 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 July 31, 2022