Performance analysis of MHD (BlackRock MuniHoldings Fund)
Annual Return
Over the past 3 years, MHD has had an average annual return of +6.68%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, MHD has had an average annual return of -1.94%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, MHD has had an average annual return of +0.59%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, MHD has had an average annual return of +5.75%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.39% | +7.01% | +3.39% | +2.04% | -23.69% | +8.07% | +0.21% | +20.68% | -5.45% | +8.08% | +0.02% | +6.52% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +26.17% | -15.49% | +18.90% | +18.50% | +11.72% | +58.37% | -25.94% | -9.89% | +7.82% | +11.04% | +11.36% | +20.54% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +5.26% | +25.74% | -5.62% | -0.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.21% | +0.33% | -4.89% | +4.52% | -0.08% | +0.51% | +2.39% | ||||||
| 2025 | +4.29% | +0.41% | -2.48% | -3.14% | -0.72% | +0.80% | -0.18% | +1.07% | +5.63% | +0.42% | -0.18% | +1.20% | +7.01% |
| 2024 | +0.45% | +1.20% | +1.11% | -4.79% | +2.81% | +3.61% | +0.02% | +2.85% | +3.01% | -2.95% | +3.53% | -6.86% | +3.39% |
| 2023 | +2.48% | -5.81% | +3.83% | -1.70% | -2.92% | +2.06% | +2.11% | -4.60% | -8.14% | -1.51% | +13.42% | +4.57% | +2.04% |
| 2022 | -8.97% | -2.10% | -3.57% | -9.15% | +3.83% | -4.13% | +5.45% | -3.85% | -11.33% | -4.13% | +14.08% | -0.12% | -23.69% |
| 2021 | +0.69% | -0.31% | -0.50% | +2.44% | +2.52% | +0.96% | +3.46% | -0.34% | -4.37% | -0.13% | +1.53% | +2.07% | +8.07% |
| 2020 | +3.49% | -3.79% | -6.60% | -10.35% | +7.36% | +0.74% | +6.65% | -1.65% | -1.68% | -0.86% | +5.87% | +2.67% | +0.21% |
| 2019 | +3.98% | +2.08% | +3.29% | +0.30% | +4.46% | +3.74% | +0.37% | -2.44% | -0.93% | -0.53% | +8.03% | -2.85% | +20.68% |
| 2018 | -4.35% | -0.42% | -1.67% | -1.38% | +3.42% | +1.69% | +0.51% | -1.67% | -1.97% | -5.52% | +9.21% | -2.64% | -5.45% |
| 2017 | +3.97% | -0.24% | +0.21% | +0.97% | +3.98% | +1.98% | +4.13% | -1.92% | -1.81% | -3.69% | +0.39% | +0.17% | +8.08% |
Drawdown analysis of MHD (BlackRock MuniHoldings Fund)
The maximum drawdown for the MHD was -45.88%, occurring on Dec 16, 2008. Recovery took 180 trading sessions.
The current MHD drawdown is -13.54%.
Since Nov 1, 1999 MHD has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.88% | Feb 12, 2008 | 214 | Dec 16, 2008 | 180 | Sep 3, 2009 | 394 |
| -36.66% | Dec 20, 2021 | 464 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -31.31% | Feb 24, 2020 | 20 | Mar 23, 2020 | 295 | May 24, 2021 | 315 |
| -24.35% | Feb 11, 2013 | 147 | Sep 11, 2013 | 332 | Jan 6, 2015 | 479 |
| -18.10% | Aug 3, 2017 | 316 | Nov 2, 2018 | 132 | May 16, 2019 | 448 |
| -17.00% | Jul 7, 2000 | 87 | Nov 8, 2000 | 106 | Apr 12, 2001 | 193 |
| -15.77% | Jul 1, 2016 | 107 | Dec 2, 2016 | 158 | Jul 21, 2017 | 265 |
| -15.08% | Sep 10, 2010 | 90 | Jan 19, 2011 | 159 | Sep 6, 2011 | 249 |
| -14.85% | Mar 17, 2004 | 37 | May 10, 2004 | 78 | Aug 31, 2004 | 115 |
| -13.53% | May 11, 2007 | 132 | Nov 16, 2007 | 56 | Feb 8, 2008 | 188 |
| -10.05% | Oct 8, 2001 | 116 | Mar 26, 2002 | 91 | Aug 5, 2002 | 207 |
| -10.04% | Feb 3, 2015 | 87 | Jun 9, 2015 | 99 | Oct 28, 2015 | 186 |
| -9.89% | Nov 2, 1999 | 137 | May 18, 2000 | 30 | Jun 30, 2000 | 167 |
| -9.42% | Jul 1, 2019 | 52 | Sep 13, 2019 | 54 | Nov 29, 2019 | 106 |
| -8.96% | Nov 29, 2012 | 19 | Dec 27, 2012 | 10 | Jan 11, 2013 | 29 |
| -8.34% | Oct 8, 2002 | 11 | Oct 23, 2002 | 75 | Feb 11, 2003 | 86 |
| -8.25% | Jun 17, 2003 | 29 | Jul 29, 2003 | 60 | Oct 22, 2003 | 89 |
| -8.08% | Mar 13, 2012 | 3 | Mar 16, 2012 | 31 | May 1, 2012 | 34 |
| -7.31% | Aug 31, 2001 | 9 | Sep 20, 2001 | 10 | Oct 4, 2001 | 19 |
| -6.70% | Sep 7, 2005 | 30 | Oct 19, 2005 | 205 | Aug 14, 2006 | 235 |
| -6.65% | Jul 28, 2021 | 64 | Oct 27, 2021 | 37 | Dec 20, 2021 | 101 |
| -6.23% | Oct 8, 2009 | 5 | Oct 15, 2009 | 58 | Jan 8, 2010 | 63 |
| -6.11% | Mar 3, 2005 | 18 | Mar 30, 2005 | 26 | May 5, 2005 | 44 |
| -4.97% | Jan 30, 2012 | 13 | Feb 16, 2012 | 13 | Mar 7, 2012 | 26 |
| -4.46% | Nov 29, 2019 | 4 | Dec 5, 2019 | 34 | Jan 27, 2020 | 38 |