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MRLOX: BlackRock Global Allocation R (MUTUAL FUND)
Basic Info 16 0.06(0.37%) August 09
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 01/28/2003 |
| Last Dividend Date: | 12/16/2021 |
| 12-Mo. Yield | 7.24% |
| Expenses | 1.49% |
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Performance Analytics (As of 08/05/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | -18.1 | -18.5 | -22.2 | -13.3 | -4.0 | -1.8 | 2.6 | -3.9 | -49.1 | 16.8 | -7.9 | 12.9 | 3.4 | -1.4 | 1.5 | 14.0 | 9.6 | -4.0 | 9.4 | 21.3 | -20.8 | 16.3 | 15.6 | 12.2 | 14.3 | 36.8 |
| SR | NA | -1.65 | -1.26 | -0.43 | -0.35 | -0.15 | NA | 0.08 | -0.33 | -0.56 | 2.39 | -1.09 | 3.16 | 0.38 | -0.18 | 0.22 | 1.87 | 1.15 | -0.28 | 0.86 | 1.53 | -1.07 | 1.66 | 1.66 | 1.66 | 1.79 | 4.62 |
| DD(%) | NA | 22.8 | 24.2 | 62.6 | 62.6 | 62.6 | NA | 62.6 | 12.6 | 60.0 | 3.2 | 14.3 | 1.3 | 7.6 | 10.1 | 6.4 | 6.3 | 8.5 | 15.3 | 8.7 | 14.7 | 32.9 | 5.8 | 9.5 | 4.3 | 6.8 | 5.7 |
| SD(%) | NA | 17.7 | 14.7 | 52.0 | 40.5 | 29.1 | NA | 22.4 | 11.7 | 88.5 | 6.4 | 8.5 | 3.9 | 8.5 | 8.2 | 6.7 | 7.5 | 8.4 | 14.7 | 10.9 | 13.9 | 20.3 | 8.0 | 7.4 | 6.0 | 7.4 | 8.5 |
| TR | NA | -0.29 | -0.19 | -0.3 | -0.19 | -0.06 | NA | 0.02 | -0.04 | -0.67 | 0.32 | -0.29 | 0.12 | 0.03 | -0.01 | 0.02 | 0.14 | 0.1 | -0.04 | 0.09 | 0.21 | -0.22 | 0.13 | 0.12 | 0.1 | 0.13 | 0.4 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.01 | 0.0 | 0.02 | 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 |
| Beta(%) | NA | 1.0 | 0.99 | 0.74 | 0.75 | 0.76 | NA | 0.79 | 0.98 | 0.73 | 0.48 | 0.32 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 1.0 |
| RS | NA | 0.98 | 0.97 | 0.99 | 0.98 | 0.98 | NA | 0.97 | 0.95 | 0.99 | 0.36 | 0.33 | 0.98 | 1.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2003
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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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Best ETFs
- MCRO (IQ Hedge Macro Tracker ETF) 0.12% (47%)
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- GYLD (Arrow Dow Jones Global Yield ETF) 0.29% (45%)
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Best Closed End Funds
- CHW (Calamos Global Dynamic Income Fund) 0.13% (100%)
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- RCG (RENN Global Entrepreneurs Fund) 0.0% (99%)
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