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 |
|---|---|---|---|---|---|---|---|---|
| MALRX (BlackRock Lg Cap Core I) | -4.18% | -3.92% | 7.02% | 6.78% | 7.51% | 9.63% | 7.27% | 6.57% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MALRX (BlackRock Lg Cap Core I) | 11/10/2000 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 11/10/2000.
AR inception is since 11/10/2000.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | -3.92 | 7.02 | 6.78 | 7.51 | 9.63 | 7.27 | 6.57 | -4.18 | 10.70 | 25.62 | -24.16 | 7.78 | 15.47 | 29.16 | -5.39 | 22.04 | 10.29 | 0.35 | 11.89 | 33.92 | 14.73 | 0.02 | 11.46 | 20.74 | -37.34 | 5.18 | 13.07 | 13.34 | 14.79 | 31.90 | -17.93 | -4.98 | -3.95 |
| Sharpe Ratio | NA | -0.32 | 0.07 | 0.23 | 0.23 | NA | NA | 0.23 | -0.43 | 0.26 | 1.57 | -1.01 | 0.32 | 0.44 | 2.24 | -0.39 | 0.46 | 0.70 | 0.02 | 0.93 | 2.80 | 1.08 | 0.00 | 0.55 | 0.79 | -0.98 | 0.13 | 0.73 | 0.88 | 0.94 | 1.79 | -0.83 | -0.38 | -0.77 |
| Standard Deviation(%) | NA | 21.88 | 19.90 | 20.98 | 24.88 | NA | NA | 22.44 | 28.70 | 16.00 | 13.72 | 25.37 | 24.17 | 34.78 | 12.40 | 17.13 | 46.94 | 14.42 | 15.87 | 12.77 | 12.09 | 13.69 | 26.51 | 20.50 | 26.09 | 38.84 | 16.67 | 13.57 | 12.68 | 14.76 | 17.46 | 22.84 | 19.63 | 39.70 |
| Draw Down(%) | NA | 23.34 | 23.34 | 40.56 | 40.56 | NA | NA | 54.29 | 19.61 | 15.07 | 9.87 | 29.77 | 20.00 | 34.30 | 6.70 | 20.50 | 28.00 | 13.40 | 11.71 | 9.27 | 6.66 | 12.72 | 26.11 | 18.32 | 25.79 | 50.04 | 11.38 | 12.30 | 8.31 | 12.69 | 11.92 | 28.08 | 22.44 | 14.00 |
| Yield(%) | 0.00 | 0.84 | 1.09 | 1.24 | 6.02 | 7.75 | 6.03 | 5.69 | 0.00 | 0.93 | 1.22 | 0.92 | 0.97 | 1.22 | 5.03 | 8.69 | 33.18 | 7.38 | 3.01 | 0.62 | 0.00 | 2.57 | 0.61 | 0.81 | 1.39 | 0.00 | 11.05 | 4.58 | 6.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALRX (BlackRock Lg Cap Core I) |
-15.69%
Feb 2006 - Feb 2009 |
-5.07%
Feb 2004 - Feb 2009 |
2.99%
Dec 2000 - Dec 2010 |
4.85%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALRX (BlackRock Lg Cap Core I) |
23.80%
Mar 2003 - Mar 2006 |
20.19%
Feb 2009 - Feb 2014 |
15.73%
Sep 2011 - Sep 2021 |
12.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart