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 above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
BlackRock Capital Appreciation Fund (MDFGX) returned -1.78% year-to-date (YTD) and -1.36% over the past 12 months. Over the past 10 years, MDFGX returned 3.46% annually, underperforming the S&P 500 benchmark at 10.64%.
MDFGX
-1.78%
19.81%
-4.54%
-1.36%
10.91%
4.29%
3.46%
^GSPC (Benchmark)
-0.63%
13.31%
-1.23%
9.83%
14.42%
14.61%
10.64%
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% | -4.32% | -8.81% | 2.22% | 8.06% | -1.78% | |||||||
| 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 19, meaning it’s performing worse than 81% 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.
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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.
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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 14.37%.
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 chart below shows the rolling one-month volatility.
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