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MKDVX: BlackRock Equity Dividend Fund Class K S (MUTUAL FUND)
Basic Info 22.48 0.43(1.88%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 03/31/2016 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 10.30% |
| Expenses | 1.00% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 8.0 | 23.4 | 16.7 | 9.4 | 11.8 | 12.0 | 21.9 | 9.8 | 12.8 | -3.8 | 20.3 | 4.1 | 27.7 | -7.0 | 16.9 | 15.7 |
| Sharpe Ratio | NA | 1.29 | 1.83 | 1.09 | 0.49 | 0.62 | 0.63 | 1.27 | 0.62 | 0.77 | -0.28 | 1.51 | 0.11 | 2.39 | -0.58 | 2.33 | 1.89 |
| Draw Down(%) | NA | 9.0 | 9.0 | 13.0 | 18.0 | 35.9 | 35.9 | 13.0 | 7.3 | 10.3 | 18.0 | 7.3 | 35.9 | 6.0 | 17.9 | 3.4 | 5.1 |
| Standard Deviation(%) | NA | 13.3 | 11.3 | 12.4 | 14.2 | 16.4 | 16.3 | 15.1 | 9.9 | 12.0 | 19.0 | 13.4 | 33.8 | 10.9 | 14.5 | 7.0 | 11.1 |
| Treynor Ratio | NA | 0.21 | 0.27 | 0.2 | 0.1 | 0.13 | 0.13 | 0.27 | 0.11 | 0.12 | -0.07 | 0.27 | 0.04 | 0.32 | -0.11 | 0.18 | 0.22 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | -0.02 | -0.02 | 0.04 | 0.01 | -0.05 | 0.01 | -0.01 | -0.01 | 0.02 |
| Beta | NA | 0.81 | 0.76 | 0.68 | 0.7 | 0.8 | 0.8 | 0.71 | 0.55 | 0.74 | 0.7 | 0.75 | 0.92 | 0.82 | 0.77 | 0.89 | 0.94 |
| RSquared | NA | 0.75 | 0.7 | 0.7 | 0.75 | 0.82 | 0.82 | 0.8 | 0.51 | 0.7 | 0.85 | 0.59 | 0.91 | 0.9 | 0.82 | 0.8 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 11.4 | 11.2 | 7.5 | 11.4 | 13.2 | 6.3 | 14.8 | 11.6 | 15.0 | 8.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 0.2 | 55.8 | -44.5 | -6.4 | 102.6 | -52.6 | 4.2 | -21.7 | 85.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2016
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