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Performance analysis of MVT (BlackRock Munivest Fund II)

Annual Return

Over the past 3 years, MVT has had an average annual return of +8.35%, underperforming the benchmark SPY, which returned +20.87% annual.

Over the past 5 years, MVT has had an average annual return of -2.49%, underperforming the benchmark SPY, which returned +12.54% annual.

Over the past 10 years, MVT has had an average annual return of +0.51%, underperforming the benchmark SPY, which returned +14.83% annual.

Since Nov 1, 1999, MVT has had an average annual return of +5.95%, underperforming the benchmark SPY, which returned +8.27% annual.

202620252024202320222021202020192018201720162015
+2.74%+8.98%+3.63%+7.14%-30.63%+11.59%+5.49%+18.69%-10.28%+7.30%-1.63%+12.12%
201420132012201120102009200820072006200520042003
+20.11%-14.74%+17.51%+22.23%+7.37%+65.84%-27.43%-8.00%+3.28%+12.23%+11.76%+16.37%
2002200120001999
+9.71%+14.31%+12.47%-3.76%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.43%+1.29%+2.74%
2025+2.22%+2.74%-3.15%-2.79%-0.56%+2.62%-1.90%+3.13%+3.42%+1.82%-0.34%+1.73%+8.98%
2024+0.09%+1.50%+1.12%-4.31%+2.21%+5.03%+0.32%+1.95%+2.14%-3.05%+3.05%-5.92%+3.63%
2023+7.14%-3.36%+0.30%-1.10%-2.91%+3.92%+0.58%-4.40%-8.28%-1.72%+14.43%+4.25%+7.14%
2022-10.52%-1.85%-6.11%-7.46%+5.22%-8.36%+6.45%-5.34%-10.69%-5.08%+15.77%-4.66%-30.63%
2021+2.68%-4.11%+3.44%+1.66%+3.69%+0.76%+1%+6.64%-9.13%-2.46%+1.40%+6.57%+11.59%
2020+3.76%-2.66%-7.92%-7.26%+6.44%+2.38%+5.95%-1.59%-0.25%-0.45%+8.98%-0.54%+5.49%
2019+10.60%+3.29%-0.55%-2.06%+1.82%+5.05%+1.23%-0.36%-2.66%-1.46%+1.49%+1.55%+18.69%
2018-2.52%+0.43%-3.80%-1.66%+0.74%-0.12%+0.45%-0.84%-3.31%-3.36%+5.58%-2.03%-10.28%
2017+6.84%+0.80%-5.64%+1.73%+4.37%-1.80%+2.51%-0.85%-1.57%-1.28%+2.38%+0.16%+7.30%

Drawdown analysis of MVT (BlackRock Munivest Fund II)

The maximum drawdown for the MVT was -49.59%, occurring on Oct 10, 2008. Recovery took 220 trading sessions.

The current MVT drawdown is -17.44%.

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

  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 5 times
  • 10% or more: 10 times
DepthStartTo BottomBottomTo RecoverEndTotal
-49.59%May 16, 2007355Oct 10, 2008220Aug 26, 2009575
-40.88%Aug 16, 2021552Oct 25, 2023OngoingOngoingOngoing
-32.42%Feb 24, 202017Mar 18, 2020178Nov 30, 2020195
-23.31%Feb 13, 2013129Aug 19, 2013352Jan 12, 2015481
-21.26%Jul 8, 2016586Nov 2, 2018189Aug 7, 2019775
-18.75%Oct 1, 201073Jan 14, 2011156Aug 29, 2011229
-15.90%Mar 16, 200438May 10, 2004107Oct 12, 2004145
-12.24%Nov 5, 199990Mar 16, 2000108Aug 18, 2000198
-11.45%Mar 23, 200674Jul 10, 2006214May 16, 2007288
-10.08%Feb 2, 201588Jun 9, 201584Oct 7, 2015172
-9.48%Jun 2, 200340Jul 29, 200391Dec 5, 2003131
-9.26%Oct 8, 200925Nov 12, 200941Jan 13, 201066
-8.79%Oct 7, 200211Oct 22, 200279Feb 14, 200390
-8.45%Mar 6, 200211Mar 21, 200269Jun 28, 200280
-8.34%Sep 4, 20018Sep 20, 200116Oct 12, 200124
-7.86%Mar 8, 200514Mar 29, 200533May 13, 200547
-7.79%Aug 9, 201956Oct 29, 201970Feb 10, 2020126
-7.52%Mar 13, 20123Mar 16, 201244May 18, 201247
-7.11%Feb 10, 202110Feb 25, 202130Apr 9, 202140
-6.69%Aug 18, 200047Oct 25, 200037Dec 18, 200084
-6.60%Nov 28, 201214Dec 18, 201216Jan 11, 201330
-6.59%Sep 9, 200527Oct 18, 200542Dec 16, 200569
-6.59%Nov 2, 200136Dec 26, 200126Feb 4, 200262
-5.40%Feb 1, 201211Feb 16, 201215Mar 9, 201226
-4.68%Jan 10, 200164Apr 12, 200120May 11, 200184