BlackRock US Mid-Cap Value Fund Class A Distributing

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow4 star
5-YearAbove AverageAverage4 star
10-YearAverageBelow Average3 star
OverallAbove AverageBelow Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • BlackRock US Mid-Cap Value Fund Class A Distributing
  • Morningstar US Mid NR USD
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev11.22 %
3-Yr Mean Return8.50 %
 
3-Yr Sharpe Ratio0.50
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar US Mid NR USD  Morningstar Gbl Val TME NR USD
3-Yr Beta0.750.96
3-Yr Alpha1.34-1.17
 
Advertisement
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures