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Performance analysis of MUE (BlackRock MuniHoldings Quality Fund II)

Annual Return

Over the past 3 years, MUE has had an average annual return of +7.81%, underperforming the benchmark SPY, which returned +21.27% annual.

Over the past 5 years, MUE has had an average annual return of -1.50%, underperforming the benchmark SPY, which returned +12.69% annual.

Over the past 10 years, MUE has had an average annual return of +1.41%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Nov 1, 1999, MUE has had an average annual return of +5.33%, underperforming the benchmark SPY, which returned +8.29% annual.

202620252024202320222021202020192018201720162015
+1.42%+6.71%+5.38%+4.62%-25.19%+7.38%+13.27%+14.98%-12.97%+9.05%+4.82%+7.37%
201420132012201120102009200820072006200520042003
+18.99%-14.68%+11.79%+28.19%-1.87%+46.85%-16.73%-3.02%-0.72%+11.11%+5.73%+11.12%
2002200120001999
+7.06%+19.80%+17.18%-11.00%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.71%-0.29%+1.42%
2025+3.92%+1.47%-3.73%-1.98%-1.64%+0.96%-1.35%+2.03%+5.99%+1%-0.88%+1.12%+6.71%
2024-0.95%+1.57%+2.36%-3.79%+1.07%+4.44%+2.90%+0.24%+2.92%-2.81%+4.57%-6.62%+5.38%
2023+5.16%-5.35%+2.33%-1.21%-2.84%+1.66%+2.57%-4.34%-7.00%-1.27%+12.73%+3.65%+4.62%
2022-9.20%-0.99%-2.86%-9.43%+4.46%-2.25%+4.39%-2.01%-12.56%-3.19%+12.32%-4.74%-25.19%
2021-1.60%+0.22%+0.68%+1.57%+2.52%+1.53%+3.23%+0.85%-4.35%+0.37%+0.02%+2.35%+7.38%
2020+3.84%-0.20%-7.20%-2.90%+6.34%+1.14%+6.31%-2.37%+0.23%-1.49%+5.93%+3.88%+13.27%
2019+5.14%+1.32%+1.89%-0.66%+1.80%+2.35%+1.07%+2.08%-0.58%-1.30%+0.59%+0.51%+14.98%
2018-6.75%-0.21%-4.03%-0.87%+2.19%-0.13%+1.51%-0.70%-0.87%-5.53%+5.59%-3.37%-12.97%
2017+0.33%-0.86%+0.19%+1.91%+3.39%-0.98%+4.51%+0.31%-1.18%-1.06%+1.19%+1.11%+9.05%

Drawdown analysis of MUE (BlackRock MuniHoldings Quality Fund II)

The maximum drawdown for the MUE was -39.31%, occurring on Dec 12, 2008. Recovery took 170 trading sessions.

The current MUE drawdown is -15.04%.

Since Nov 1, 1999 MUE has experienced the following drawdowns:

  • 30% or more: 2 times
  • 20% or more: 5 times
  • 10% or more: 11 times
DepthStartTo BottomBottomTo RecoverEndTotal
-39.31%Apr 30, 2007411Dec 12, 2008170Aug 18, 2009581
-37.02%Sep 9, 2021535Oct 25, 2023OngoingOngoingOngoing
-23.87%Mar 6, 202011Mar 23, 202090Jul 30, 2020101
-23.67%Dec 3, 2012195Sep 12, 2013348Jan 30, 2015543
-22.43%Oct 1, 201073Jan 14, 2011206Nov 8, 2011279
-17.22%Nov 5, 199981Mar 3, 2000207Dec 27, 2000288
-16.04%Sep 15, 2017280Oct 25, 2018202Aug 16, 2019482
-14.24%Jul 27, 201677Nov 14, 2016210Sep 15, 2017287
-13.95%Mar 11, 200444May 13, 2004171Jan 18, 2005215
-10.67%Dec 15, 2005133Jun 28, 2006178Mar 15, 2007311
-10.54%Jun 11, 200338Aug 5, 2003111Jan 13, 2004149
-9.62%Feb 13, 201224Mar 19, 201257Jun 8, 201281
-8.98%Feb 3, 201587Jun 9, 2015139Dec 24, 2015226
-8.89%Oct 4, 200211Oct 21, 2002119Apr 11, 2003130
-8.58%Nov 13, 200127Dec 21, 200114Jan 14, 200241
-8.11%Feb 15, 200528Mar 29, 200544May 31, 200572
-7.66%Jan 14, 200248Mar 25, 200266Jun 27, 2002114
-7.61%Oct 8, 20095Oct 15, 200941Dec 14, 200946
-7.05%Feb 11, 20216Feb 22, 202154May 10, 202160
-5.87%Jul 8, 20164Jul 14, 20168Jul 26, 201612
-5.64%Aug 13, 202030Sep 25, 202044Nov 27, 202074
-5.04%Sep 14, 200524Oct 18, 200527Nov 25, 200551
-4.98%Aug 1, 201215Aug 22, 201222Sep 24, 201237
-4.46%Mar 20, 200143May 21, 200139Jul 17, 200182
-4.21%Oct 1, 201210Oct 15, 201225Nov 21, 201235