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MCLOX: BlackRock Gbl Alloc C (MUTUAL FUND)
Basic Info 17.41 0.12(0.69%) June 26
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 12/13/1994 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 3.82% |
| Expenses | 0.84% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/13/1994 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 9.7 | 7.9 | 6.1 | 1.2 | 2.2 | 3.8 | 4.4 | 6.4 | 4.2 | 11.5 | -21.9 | -4.3 | 11.9 | 16.3 | -8.3 | 12.4 | 3.0 | -1.7 | 1.2 | 13.6 | 9.2 | -4.4 | 9.4 | 20.8 | -21.2 | 15.8 | 15.0 | 11.6 | 13.6 | 35.1 | -8.7 | 0.0 | 7.8 | 26.4 | -0.4 | 10.3 | 12.6 | 18.7 | -2.3 |
| Sharpe Ratio | NA | 1.05 | 0.2 | 0.2 | -0.09 | 0.06 | NA | NA | 0.44 | -0.21 | 0.88 | -1.45 | -0.36 | 0.6 | 2.54 | -1.13 | 3.01 | 0.33 | -0.21 | 0.17 | 1.8 | 1.09 | -0.3 | 0.86 | 1.5 | -1.09 | 1.6 | 1.59 | 1.56 | 1.71 | 3.76 | -0.71 | -0.21 | 0.53 | 3.48 | -0.35 | 1.27 | 1.89 | 2.52 | -4.0 |
| Draw Down(%) | NA | 10.2 | 10.2 | 13.8 | 34.4 | 34.4 | NA | NA | 34.4 | 9.1 | 8.6 | 26.9 | 12.7 | 21.7 | 3.2 | 14.7 | 1.3 | 7.6 | 10.2 | 6.4 | 6.3 | 8.6 | 15.4 | 8.3 | 14.7 | 33.0 | 5.9 | 9.5 | 4.5 | 6.9 | 9.9 | 23.7 | 18.4 | 4.9 | 3.9 | 20.2 | 4.9 | 4.2 | 3.4 | 2.6 |
| Standard Deviation(%) | NA | 13.1 | 13.0 | 11.9 | 12.3 | 11.3 | NA | NA | 10.4 | 11.0 | 8.3 | 16.1 | 11.8 | 19.3 | 5.8 | 8.5 | 3.9 | 8.5 | 8.2 | 6.7 | 7.5 | 8.4 | 14.7 | 10.8 | 13.9 | 20.3 | 8.0 | 7.4 | 6.1 | 7.4 | 9.1 | 13.8 | 11.3 | 6.9 | 6.7 | 10.8 | 5.3 | 4.7 | 5.9 | 10.6 |
| Treynor Ratio | NA | 0.14 | 0.03 | 0.02 | -0.01 | 0.01 | NA | NA | 0.05 | -0.02 | 0.07 | -0.23 | -0.05 | 0.12 | 0.15 | -0.1 | 0.12 | 0.03 | -0.02 | 0.01 | 0.14 | 0.09 | -0.04 | 0.09 | 0.21 | -0.22 | 0.13 | 0.12 | 0.1 | 0.13 | 0.34 | -0.1 | -0.02 | 0.04 | 0.23 | -0.04 | 0.07 | 0.09 | 0.15 | -0.43 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.02 | -0.01 | NA | NA | -0.01 | 0.01 | 0.0 | 0.0 | -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 | 0.0 | 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 | -0.01 |
| Beta | NA | 0.98 | 1.02 | 1.02 | 1.0 | 1.0 | NA | NA | 1.0 | 1.01 | 1.0 | 1.01 | 0.93 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.98 | 0.99 | 1.01 | 1.0 | 1.0 | 0.99 | 1.0 | 1.01 | 0.97 | 0.97 | 1.0 | 0.98 |
| RSquared | NA | 0.96 | 0.76 | 0.82 | 0.78 | 0.87 | NA | NA | 0.95 | 0.86 | 1.0 | 1.0 | 0.88 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.95 | 0.98 | 0.98 | 0.99 |
| Yield(%) | N/A | 0.0 | 3.8 | 1.6 | 0.9 | 2.7 | 3.5 | 4.2 | N/A | 4.1 | 0.6 | 0.0 | 0.3 | 0.0 | 5.8 | 4.4 | 5.0 | 1.2 | 8.7 | 9.1 | 5.8 | 0.6 | 2.3 | 1.0 | 1.4 | 3.3 | 7.4 | 7.6 | 9.3 | 3.9 | 3.8 | 2.6 | 2.2 | 14.2 | 14.9 | 10.6 | 13.5 | 8.0 | 5.7 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | 680.4 | -24.6 | -82.0 | -39.2 | -43.7 | N/A | N/A | 680.4 | N/A | -100.0 | N/A | -100.0 | 14.1 | -4.4 | 327.3 | -87.7 | -12.2 | 66.1 | 1004.1 | -76.2 | 140.9 | -17.0 | -66.7 | -51.1 | 2.4 | -15.5 | 162.6 | 32.4 | 29.6 | 15.3 | -85.4 | 4.5 | 26.5 | -23.8 | 74.0 | 60.5 | 236.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/13/1994
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