PortfoliosLab logoPortfoliosLab logo
BlackRock MuniVest Fund II (MVT)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US09253T1016
CUSIP
09253T101
Issuer
BlackRock
Inception Date
Mar 29, 1993
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BlackRock MuniVest Fund II

Performance

Performance Chart

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


Loading graphics...

S&P 500 Index

Returns By Period


BlackRock MuniVest Fund II

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
20261.43%1.29%2.73%
20252.23%2.75%-3.15%-2.79%-0.55%2.62%-1.90%3.13%3.42%1.82%-0.34%1.73%9.00%
20240.10%1.50%1.11%-4.31%2.21%5.03%0.32%1.95%2.14%-3.05%3.05%-5.92%3.63%
20237.14%-3.36%0.30%-1.11%-2.91%3.92%0.58%-4.40%-8.27%-1.72%14.44%4.26%7.16%
2022-10.53%-1.85%-6.11%-7.46%5.21%-8.36%6.44%-5.34%-10.69%-5.09%15.77%-4.66%-30.65%
20212.68%-4.11%3.44%1.66%3.69%0.76%1.00%6.64%-9.13%-2.46%1.40%6.57%11.59%

Benchmark Metrics

BlackRock MuniVest Fund II has an annualized alpha of 4.57%, beta of 0.19, and R² of 0.05 versus S&P 500 Index. Calculated based on daily prices since October 28, 1994.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (28.98%) than losses (22.31%) — typical of diversified or defensive assets.
  • Beta of 0.19 may look defensive, but with R² of 0.05 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 0.05 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
4.57%
Beta
0.19
0.05
Upside Capture
28.98%
Downside Capture
22.31%

Expense Ratio

MVT has a high expense ratio of 2.14%, indicating above-average management fees.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for BlackRock MuniVest Fund II (MVT) 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 MuniVest Fund II provided a 5.40% dividend yield over the last twelve months, with an annual payout of $0.59 per share. The fund has been increasing its distributions for 2 consecutive years.


4.00%4.50%5.00%5.50%6.00%6.50%$0.00$0.20$0.40$0.60$0.80$1.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.59$0.65$0.62$0.41$0.61$0.70$0.68$0.70$0.84$0.89$0.97$1.00

Dividend yield

5.40%5.99%5.84%3.76%5.84%4.43%4.54%4.73%6.42%5.76%6.36%6.09%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.05$0.05$0.11
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$0.65
2024$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
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$0.41
2022$0.06$0.06$0.06$0.06$0.06$0.05$0.05$0.05$0.05$0.04$0.04$0.04$0.61
2021$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.70

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.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the BlackRock MuniVest Fund II. 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 MuniVest Fund II was 49.65%, occurring on Oct 10, 2008. Recovery took 220 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.65%May 17, 2007355Oct 10, 2008220Aug 26, 2009575
-40.9%Aug 17, 2021552Oct 25, 2023
-32.41%Feb 26, 202016Mar 18, 2020178Nov 30, 2020194
-28.33%Oct 6, 1998411May 22, 2000427Feb 6, 2002838
-23.32%Feb 14, 2013129Aug 19, 2013352Jan 12, 2015481

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...