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MALOX: BlackRock Global Allocation Instl (MUTUAL FUND)
Basic Info 19.88 0.27(1.34%) September 23
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 02/03/1989 |
| Last Dividend Date: | 12/19/2019 |
| 12-Mo. Yield | 5.42% |
| Expenses | 0.89% |
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Performance Analytics (As of 09/18/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.2 | 2.8 | 8.6 | 4.7 | 6.3 | 5.7 | 6.2 | 5.7 | 17.5 | -7.4 | 13.6 | 4.1 | -0.8 | 2.2 | 14.7 | 10.3 | -3.5 | 10.3 | 22.0 | -20.3 | 17.0 | 16.2 | 10.6 | 14.8 | 36.4 | -7.7 | 0.6 | 8.9 | 11.2 | -10.8 | -2.8 | 4.8 | 13.5 | -7.6 | 14.7 | 4.3 | 11.7 | -8.1 | 7.5 |
| SR | NA | 0.36 | 0.61 | 0.39 | 0.57 | 0.58 | NA | 0.37 | 2.77 | -1.02 | 3.37 | 0.46 | -0.1 | 0.32 | 1.96 | 1.24 | -0.24 | 0.95 | 1.58 | -1.04 | 1.74 | 1.73 | 1.5 | 1.86 | 3.91 | -0.64 | -0.15 | 0.71 | 0.6 | -0.97 | -0.48 | 0.14 | 1.06 | -1.73 | 2.39 | 0.24 | 0.54 | -1.25 | 0.37 |
| DD(%) | NA | 20.9 | 20.9 | 20.9 | 20.9 | 20.9 | NA | 32.8 | 3.1 | 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 | 4.3 | 6.7 | 9.7 | 23.2 | 18.4 | 4.8 | 11.9 | 21.7 | 14.9 | 8.7 | 7.5 | 11.1 | 4.1 | 6.1 | 13.3 | 12.6 | 5.3 |
| SD(%) | NA | 20.1 | 17.2 | 11.5 | 10.0 | 9.8 | NA | 10.6 | 5.8 | 8.5 | 3.9 | 8.5 | 8.2 | 6.7 | 7.5 | 8.4 | 14.7 | 10.8 | 13.8 | 20.3 | 8.0 | 7.5 | 5.6 | 7.4 | 9.1 | 13.8 | 11.4 | 6.8 | 13.3 | 14.5 | 13.1 | 9.2 | 9.1 | 6.1 | 5.3 | 8.1 | 14.7 | 10.7 | 7.1 |
| TR | NA | 0.07 | 0.1 | 0.04 | 0.06 | 0.06 | NA | 0.04 | 0.32 | -0.28 | 0.13 | 0.04 | -0.01 | 0.02 | 0.15 | 0.1 | -0.03 | 0.1 | 0.22 | -0.21 | 0.14 | 0.13 | 0.1 | 0.14 | 0.36 | -0.09 | -0.02 | 0.05 | 0.08 | -0.14 | -0.06 | 0.01 | 0.07 | -0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.05 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.05 | -0.05 | -0.05 | -0.03 | -0.04 | -0.01 | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 0.51 | 0.31 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.86 | 0.99 | 1.01 | 1.0 | 1.01 | 0.98 | 1.01 | 0.99 | 1.13 | 1.01 | 1.37 | 1.64 | NA | NA | NA | NA | NA |
| RS | NA | 0.97 | 0.97 | 0.97 | 0.98 | 0.99 | NA | 0.74 | 0.5 | 0.32 | 0.98 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.88 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.27 | 0.55 | 0.23 | 0.3 | 0.83 | 0.41 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/1989
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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