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MALOX: BlackRock Gbl Alloc I (MUTUAL FUND)
Basic Info 18.49 0.04(0.22%) April 17
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 02/10/1989 |
| Last Dividend Date: | 12/19/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.84% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/10/1989 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | -1.1 | -1.0 | -0.9 | 1.1 | 1.9 | 3.6 | 4.3 | 5.8 | 1.4 | 12.6 | -20.7 | -2.1 | 12.9 | 17.6 | -7.4 | 13.6 | 4.1 | -0.8 | 2.2 | 14.7 | 10.3 | -3.4 | 10.3 | 22.0 | -20.3 | 16.9 | 11.2 | 5.0 | 13.6 | 36.4 | -7.7 | 0.5 | -3.9 | 17.9 | -7.3 | 4.4 | 8.5 | 19.9 | -4.3 | 18.8 | 7.3 | 21.5 | -3.5 | 12.3 |
| Sharpe Ratio | NA | -0.44 | -0.6 | -0.43 | -0.12 | 0.02 | NA | NA | 0.35 | -0.51 | 1.01 | -1.39 | -0.19 | 0.65 | 2.77 | -1.03 | 3.38 | 0.46 | -0.1 | 0.33 | 1.96 | 1.24 | -0.23 | 0.96 | 1.58 | -1.04 | 1.73 | 0.89 | 0.32 | 1.7 | 3.89 | -0.64 | -0.16 | -0.55 | 1.43 | -0.81 | 0.1 | 0.76 | 2.77 | -1.47 | 4.53 | 0.81 | 1.87 | -0.8 | 1.57 |
| Draw Down(%) | NA | 10.0 | 13.0 | 19.8 | 32.4 | 32.4 | NA | NA | 32.8 | 8.9 | 8.3 | 26.0 | 11.2 | 21.6 | 3.3 | 13.9 | 1.2 | 7.5 | 9.9 | 6.3 | 6.3 | 8.3 | 15.1 | 8.4 | 14.6 | 32.7 | 5.8 | 9.4 | 6.4 | 6.7 | 9.7 | 23.2 | 18.4 | 12.8 | 8.9 | 19.8 | 10.6 | 5.6 | 3.5 | 8.0 | 2.0 | 5.5 | 7.4 | 9.6 | 2.3 |
| Standard Deviation(%) | NA | 15.3 | 12.3 | 12.2 | 12.3 | 11.1 | NA | NA | 10.5 | 10.2 | 8.3 | 15.9 | 11.3 | 19.3 | 5.8 | 8.5 | 3.8 | 8.4 | 8.2 | 6.8 | 7.5 | 8.4 | 14.8 | 10.7 | 13.8 | 20.4 | 8.1 | 8.9 | 8.7 | 7.4 | 9.2 | 13.8 | 11.5 | 14.6 | 10.3 | 13.1 | 8.6 | 6.5 | 5.8 | 4.9 | 3.7 | 6.0 | 9.5 | 11.0 | 5.3 |
| Treynor Ratio | NA | -0.07 | -0.07 | -0.05 | -0.01 | 0.0 | NA | NA | 0.04 | -0.05 | 0.08 | -0.27 | -0.02 | 0.25 | 0.21 | -0.1 | 0.13 | 0.04 | -0.01 | 0.02 | 0.15 | 0.1 | -0.03 | 0.1 | 0.22 | -0.21 | 0.14 | 0.08 | 0.03 | 0.13 | 0.35 | -0.09 | -0.02 | -0.07 | 0.15 | -0.11 | 0.01 | 0.05 | 0.16 | -0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.03 | -0.03 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | -0.05 | -0.03 | -0.03 | -0.02 | -0.02 | 0.0 | -0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 1.0 | 1.0 | 0.98 | 0.97 | NA | NA | 0.99 | 1.0 | 1.0 | 0.82 | 0.88 | 0.5 | 0.77 | 0.86 | 0.97 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.98 | 1.0 | 1.0 | 1.0 | 0.98 | 0.99 | 0.98 | 1.01 | 1.0 | 1.01 | 1.07 | 1.0 | 0.99 | 1.07 | 1.0 | 1.0 | 0.96 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.96 | 0.98 | 0.99 | 0.97 | 0.95 | NA | NA | 0.81 | 0.99 | 1.0 | 0.63 | 0.51 | 0.21 | 0.6 | 0.73 | 0.97 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | 0.99 | 1.0 | 1.0 | 1.0 | 0.67 | 0.5 | 0.97 | 0.99 | 1.0 | 1.0 | 0.29 | 0.42 | 0.65 | 0.45 | 0.55 | 0.98 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.5 | 0.8 | 2.8 | 3.7 | 4.3 | N/A | 0.0 | 1.7 | 0.0 | 1.3 | 0.7 | 6.3 | 4.8 | 5.2 | 2.2 | 8.9 | 9.4 | 6.4 | 1.5 | 3.0 | 1.6 | 2.3 | 3.9 | 7.9 | 3.6 | 2.4 | 3.4 | 4.6 | 3.3 | 2.6 | 2.8 | 6.9 | 4.0 | 7.7 | 3.7 | 6.4 | 3.3 | 4.1 | 6.4 | 9.8 | 4.9 | 4.7 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -81.1 | -86.4 | -27.1 | 7.2 | N/A | N/A | -100.0 | N/A | -100.0 | 87.5 | -86.9 | 14.7 | 0.5 | 148.2 | -78.3 | -11.6 | 56.3 | 347.2 | -51.9 | 100.1 | -15.0 | -55.0 | -45.9 | 135.8 | 53.8 | -22.2 | -4.7 | 24.1 | 28.7 | -13.2 | -55.7 | 55.3 | -49.8 | 115.8 | -34.0 | 78.0 | -6.4 | -36.0 | -26.6 | 84.4 | 12.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/10/1989
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