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BlackRock MuniHoldings New York Quality Fund (MHN)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US09255C1062
CUSIP
09255C106
Issuer
BlackRock
Inception Date
Sep 19, 1997
Min. Investment
$0
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BlackRock MuniHoldings New York Quality Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period


BlackRock MuniHoldings New York Quality Fund

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.17%0.51%1.69%
20250.89%2.43%-3.58%-1.55%-1.20%1.04%-2.64%1.91%6.56%2.36%-0.56%-0.18%5.20%
20241.37%0.51%0.12%-2.80%3.45%2.30%0.49%-0.16%4.61%-4.03%3.31%-5.20%3.52%
20237.57%-6.59%4.14%-1.10%-3.31%4.00%-0.06%-4.95%-7.37%-2.16%14.51%3.95%6.66%
2022-5.30%-3.61%-0.51%-10.37%3.39%-6.25%2.59%-3.36%-8.97%-5.26%13.72%-1.65%-24.53%
2021-0.18%-0.76%1.98%2.45%1.08%2.24%2.61%-1.90%-0.99%-1.90%2.49%-1.14%5.96%

Benchmark Metrics

BlackRock MuniHoldings New York Quality Fund has an annualized alpha of 3.39%, beta of 0.14, and R² of 0.04 versus S&P 500 Index. Calculated based on daily prices since September 23, 1997.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (22.14%) than losses (17.51%) — typical of diversified or defensive assets.
  • Beta of 0.14 may look defensive, but with R² of 0.04 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R² of 0.04 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
3.39%
Beta
0.14
0.04
Upside Capture
22.14%
Downside Capture
17.51%

Expense Ratio

MHN has a high expense ratio of 2.45%, indicating above-average management fees.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for BlackRock MuniHoldings New York Quality Fund (MHN) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

BlackRock MuniHoldings New York Quality Fund provided a 5.50% dividend yield over the last twelve months, with an annual payout of $0.57 per share. The fund has been increasing its distributions for 2 consecutive years.


4.00%4.50%5.00%5.50%6.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.57$0.62$0.55$0.42$0.56$0.65$0.59$0.53$0.57$0.69$0.74$0.82

Dividend yield

5.50%6.04%5.28%4.00%5.46%4.58%4.20%3.92%4.76%5.15%5.53%5.61%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock MuniHoldings New York Quality Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.05$0.05$0.10
2025$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.62
2024$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.05$0.05$0.05$0.55
2023$0.04$0.04$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.05$0.42
2022$0.05$0.05$0.05$0.05$0.05$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.56
2021$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.65

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 MuniHoldings New York Quality 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 MuniHoldings New York Quality Fund was 44.42%, occurring on Dec 16, 2008. Recovery took 171 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.42%Nov 29, 2006516Dec 16, 2008171Aug 21, 2009687
-36.43%Jul 16, 2021574Oct 25, 2023
-33.7%Jan 8, 1998592May 12, 2000583Sep 11, 20021175
-24.81%Mar 5, 202010Mar 18, 202098Aug 6, 2020108
-24.65%Nov 30, 2012180Aug 19, 2013556Nov 2, 2015736

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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