Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MADVX (BlackRock Equity Dividend Instl) | 11.85% | 14.54% | 13.21% | 13.90% | 9.36% | 11.11% | 8.78% | 8.99% |
Data as of 07/02/2025, AR inception is 12/20/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MADVX (BlackRock Equity Dividend Instl) | 12/20/1988 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.02 | 14.54 | 13.21 | 13.90 | 9.36 | 11.11 | 8.78 | 8.99 | 11.85 | 9.67 | 12.71 | -3.97 | 20.13 | 4.03 | 27.58 | -7.16 | 7.15 | 16.24 | -0.38 | 9.25 | 24.67 | 12.17 | 5.93 | 12.94 | 22.22 | -32.57 | 14.81 | 19.25 | 12.65 | 15.54 | 26.22 | -10.52 | -4.04 | 11.77 | 2.81 | 14.93 | 28.57 | 19.23 | 18.07 | -12.74 | 3.35 | 8.95 | 15.99 | -6.69 | 24.61 | -1.42 |
| Sharpe Ratio | NA | 0.64 | 0.60 | 0.81 | 0.45 | NA | NA | 0.44 | 0.97 | 0.61 | 0.76 | -0.28 | 1.50 | 0.11 | 2.39 | -0.59 | 0.49 | 1.21 | -0.03 | 0.87 | 2.44 | 1.10 | 0.29 | 0.76 | 0.92 | -0.94 | 0.74 | 1.57 | 0.99 | 1.45 | 2.41 | -0.67 | -0.53 | 0.44 | -0.05 | 0.93 | 1.87 | 1.69 | 1.25 | -1.22 | 0.13 | 0.74 | 1.02 | -1.14 | 2.04 | -4.80 |
| Standard Deviation(%) | NA | 15.55 | 14.16 | 14.93 | 17.15 | NA | NA | 15.42 | 19.24 | 9.97 | 11.99 | 19.02 | 13.41 | 33.87 | 10.93 | 14.48 | 13.21 | 13.21 | 14.87 | 10.64 | 10.11 | 11.14 | 20.69 | 17.01 | 24.16 | 35.44 | 15.91 | 10.12 | 10.48 | 10.02 | 10.58 | 17.42 | 12.52 | 17.10 | 11.93 | 12.39 | 13.22 | 9.15 | 11.30 | 12.94 | 9.37 | 8.71 | 11.76 | 10.68 | 9.17 | 9.75 |
| Draw Down(%) | NA | 13.09 | 13.85 | 18.05 | 35.94 | NA | NA | 50.00 | 13.09 | 7.36 | 10.38 | 18.05 | 7.33 | 35.94 | 6.02 | 17.91 | 9.91 | 10.14 | 11.49 | 7.75 | 5.40 | 8.46 | 15.90 | 13.78 | 25.15 | 42.45 | 9.88 | 9.15 | 7.46 | 6.70 | 10.73 | 25.19 | 16.41 | 14.38 | 9.90 | 12.65 | 8.48 | 5.34 | 10.31 | 16.54 | 11.49 | 4.96 | 6.91 | 12.89 | 5.23 | 1.70 |
| Yield(%) | 0.00 | 10.31 | 10.05 | 10.97 | 9.00 | 11.75 | 9.30 | 10.72 | 0.43 | 11.03 | 7.41 | 11.25 | 13.11 | 6.13 | 14.67 | 11.47 | 6.05 | 8.70 | 15.54 | 6.58 | 2.33 | 2.54 | 2.24 | 1.96 | 2.29 | 1.96 | 3.59 | 3.89 | 2.15 | 1.93 | 1.65 | 2.26 | 5.34 | 13.65 | 7.01 | 19.67 | 12.70 | 14.32 | 3.68 | 3.55 | 3.55 | 3.77 | 4.74 | 5.76 | 5.83 | 1.44 |
Data as of 07/02/2025, AR inception is 12/20/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MADVX (BlackRock Equity Dividend Instl) |
-9.88%
Feb 2006 - Feb 2009 |
-0.45%
Feb 2004 - Feb 2009 |
2.50%
Feb 1999 - Feb 2009 |
5.57%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MADVX (BlackRock Equity Dividend Instl) |
23.18%
Feb 2009 - Feb 2012 |
19.63%
Feb 2009 - Feb 2014 |
13.04%
Feb 2009 - Feb 2019 |
12.09%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart