BlackRock Capital Appreciation Fund (MDFGX)
The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio consisting primarily of common stock of U.S. companies that fund management believes have exhibited above-average growth rates in earnings over the long term. It will generally invest at least 65% of its total assets in the following equity securities: Common stock; Convertible preferred stock; Securities convertible into common stock; and Rights to subscribe to common stock. The fund may invest in companies of any size but emphasizes investments in companies that have medium to large stock market capitalizations.
Fund Info
US09251R1077
09251R107
Dec 31, 1997
$1,000
Large-Cap
Growth
Expense Ratio
MDFGX has a high expense ratio of 0.97%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BlackRock Capital Appreciation Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
BlackRock Capital Appreciation Fund had a return of 3.65% year-to-date (YTD) and 11.38% in the last 12 months. Over the past 10 years, BlackRock Capital Appreciation Fund had an annualized return of 4.33%, while the S&P 500 had an annualized return of 11.31%, indicating that BlackRock Capital Appreciation Fund did not perform as well as the benchmark.
MDFGX
3.65%
1.91%
5.50%
11.38%
5.02%
4.33%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of MDFGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.92% | 3.65% | |||||||||||
| 2024 | 3.92% | 7.30% | 1.97% | -4.85% | 5.91% | 6.81% | -10.25% | 2.31% | 1.87% | -0.82% | 6.19% | -3.75% | 16.06% |
| 2023 | 10.92% | -2.31% | 7.76% | 1.35% | 5.47% | 7.06% | 0.91% | 0.13% | -6.42% | -1.35% | 12.51% | 2.21% | 43.33% |
| 2022 | -11.27% | -5.00% | 2.44% | -13.79% | -2.17% | -8.81% | 5.29% | -7.38% | -10.97% | 3.96% | 5.78% | -9.96% | -42.90% |
| 2021 | -0.96% | 1.13% | 0.25% | 7.51% | -1.32% | 6.36% | -5.21% | 3.23% | -5.82% | 6.36% | -1.43% | -2.75% | 6.48% |
| 2020 | 3.52% | -5.22% | -10.24% | 14.74% | 7.93% | 3.99% | 5.63% | 8.78% | -3.37% | -3.05% | 10.66% | -1.77% | 32.70% |
| 2019 | 9.86% | 3.37% | 2.96% | 4.34% | -4.80% | 6.49% | 0.42% | -0.76% | -2.24% | 1.68% | 5.20% | -7.88% | 18.73% |
| 2018 | 10.32% | -2.03% | -2.22% | 1.83% | 4.09% | 2.04% | 1.12% | 4.08% | 0.42% | -10.56% | 2.79% | -19.14% | -10.20% |
| 2017 | 4.41% | 4.18% | 1.09% | 3.06% | 2.81% | 0.66% | 4.34% | 0.71% | 0.11% | 4.82% | 2.00% | -10.92% | 17.48% |
| 2016 | -7.92% | -2.36% | 5.42% | -0.78% | 3.47% | -1.88% | 5.47% | 0.43% | 1.63% | -2.54% | -1.17% | -3.25% | -4.22% |
| 2015 | -1.71% | 6.81% | -0.96% | 1.13% | 1.99% | -0.90% | 4.52% | -6.81% | -4.44% | 8.50% | 1.17% | -11.47% | -3.89% |
| 2014 | -2.89% | 5.65% | -4.85% | -2.40% | 3.88% | 1.55% | -1.42% | 4.39% | -0.71% | 3.70% | 2.85% | -20.13% | -12.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MDFGX is 20, meaning it’s performing worse than 80% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BlackRock Capital Appreciation Fund (MDFGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock Capital Appreciation Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BlackRock Capital Appreciation Fund was 61.50%, occurring on Mar 11, 2003. Recovery took 2701 trading sessions.
The current BlackRock Capital Appreciation Fund drawdown is 9.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.5% | Mar 28, 2000 | 737 | Mar 11, 2003 | 2701 | Dec 6, 2013 | 3438 |
| -48.72% | Jul 14, 2021 | 369 | Dec 28, 2022 | — | — | — |
| -36.27% | Dec 11, 2013 | 543 | Feb 8, 2016 | 611 | Jul 12, 2018 | 1154 |
| -32.47% | Oct 2, 2018 | 370 | Mar 23, 2020 | 63 | Jun 22, 2020 | 433 |
| -25.23% | Jul 21, 1998 | 58 | Oct 8, 1998 | 54 | Dec 23, 1998 | 112 |
Volatility
Volatility Chart
The current BlackRock Capital Appreciation Fund volatility is 6.13%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.