Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MALOX (BlackRock Gbl Alloc I) | 3.37% | 0.68% | 3.07% | 1.85% | 2.40% | 4.23% | 4.48% | 5.93% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MALOX (BlackRock Gbl Alloc I) | 02/10/1989 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 02/10/1989.
AR inception is since 02/10/1989.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 0.68 | 3.07 | 1.85 | 2.40 | 4.23 | 4.48 | 5.93 | 3.37 | 1.41 | 12.63 | -20.70 | -2.13 | 12.93 | 17.56 | -7.40 | 13.59 | 4.09 | -0.78 | 2.23 | 14.70 | 10.34 | -3.44 | 10.32 | 22.00 | -20.35 | 16.92 | 11.18 | 4.96 | 13.56 | 36.39 | -7.72 | 0.53 | -3.89 | 17.85 | -7.26 | 4.42 | 8.45 | 19.95 | -4.30 | 18.82 | 7.30 | 21.49 | -3.54 | 12.26 |
| Sharpe Ratio | NA | -0.31 | -0.19 | -0.04 | 0.06 | NA | NA | 0.37 | 0.52 | -0.51 | 1.01 | -1.39 | -0.19 | 0.65 | 2.77 | -1.03 | 3.38 | 0.46 | -0.10 | 0.33 | 1.96 | 1.24 | -0.23 | 0.96 | 1.58 | -1.04 | 1.73 | 0.89 | 0.32 | 1.70 | 3.89 | -0.64 | -0.16 | -0.55 | 1.43 | -0.81 | 0.10 | 0.76 | 2.77 | -1.47 | 4.53 | 0.81 | 1.87 | -0.80 | 1.57 |
| Standard Deviation(%) | NA | 12.38 | 12.13 | 12.24 | 11.15 | NA | NA | 10.50 | 14.97 | 10.20 | 8.35 | 15.93 | 11.26 | 19.32 | 5.83 | 8.51 | 3.85 | 8.44 | 8.16 | 6.75 | 7.48 | 8.35 | 14.82 | 10.70 | 13.84 | 20.37 | 8.07 | 8.90 | 8.72 | 7.41 | 9.17 | 13.79 | 11.46 | 14.62 | 10.26 | 13.14 | 8.56 | 6.46 | 5.82 | 4.93 | 3.68 | 6.00 | 9.46 | 10.98 | 5.27 |
| Draw Down(%) | NA | 12.98 | 17.59 | 32.41 | 32.41 | NA | NA | 32.83 | 10.04 | 8.88 | 8.34 | 25.95 | 11.24 | 21.59 | 3.33 | 13.89 | 1.21 | 7.47 | 9.92 | 6.33 | 6.26 | 8.32 | 15.06 | 8.44 | 14.63 | 32.70 | 5.78 | 9.44 | 6.37 | 6.70 | 9.72 | 23.19 | 18.41 | 12.79 | 8.93 | 19.78 | 10.63 | 5.57 | 3.49 | 8.02 | 2.05 | 5.54 | 7.43 | 9.63 | 2.33 |
| Yield(%) | 0.00 | 0.00 | 0.53 | 0.77 | 2.83 | 3.91 | 4.19 | 6.33 | 0.00 | 0.00 | 1.72 | 0.00 | 1.25 | 0.74 | 6.30 | 4.80 | 5.19 | 2.16 | 8.89 | 9.39 | 6.37 | 1.54 | 3.04 | 1.63 | 2.30 | 3.90 | 7.90 | 3.55 | 2.42 | 3.39 | 4.61 | 3.33 | 2.56 | 2.76 | 6.91 | 3.97 | 7.68 | 3.73 | 6.42 | 3.33 | 4.08 | 6.44 | 9.80 | 4.89 | 4.68 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALOX (BlackRock Gbl Alloc I) |
-7.21%
Sep 1999 - Sep 2002 |
-4.09%
Sep 1997 - Sep 2002 |
1.74%
Oct 2013 - Oct 2023 |
2.46%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALOX (BlackRock Gbl Alloc I) |
22.51%
Sep 2002 - Sep 2005 |
17.81%
Sep 2002 - Sep 2007 |
10.09%
Sep 2002 - Sep 2012 |
8.84%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart