Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MALVX (BlackRock Large Cap Value Instl) | 6.94% | 1.17% | 7.63% | 7.00% | 6.24% | 9.08% | 5.75% | 6.46% |
Data as of 07/03/2025, AR inception is 11/10/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MALVX (BlackRock Large Cap Value Instl) | 11/10/2000 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.31 | 1.17 | 7.63 | 7.00 | 6.24 | 9.08 | 5.75 | 6.46 | 6.94 | 2.50 | 12.34 | -12.58 | 8.49 | 3.91 | 24.73 | -7.76 | 17.51 | 13.84 | -1.75 | 11.94 | 33.12 | 12.70 | -2.69 | 10.62 | 14.47 | -35.43 | 4.99 | 16.06 | 9.88 | 14.97 | 33.33 | -11.95 | -0.17 | 1.58 |
| Sharpe Ratio | NA | -0.11 | 0.24 | 0.30 | 0.25 | NA | NA | 0.26 | 0.56 | -0.29 | 0.63 | -0.66 | 0.46 | 0.10 | 2.05 | -0.59 | 2.04 | 0.91 | -0.11 | 0.98 | 2.72 | 0.92 | -0.10 | 0.49 | 0.52 | -0.90 | 0.12 | 1.03 | 0.55 | 0.96 | 2.00 | -0.60 | -0.16 | 0.42 |
| Standard Deviation(%) | NA | 18.89 | 16.48 | 17.31 | 18.72 | NA | NA | 19.71 | 20.14 | 14.10 | 13.05 | 21.14 | 18.36 | 36.36 | 11.35 | 15.40 | 8.29 | 15.06 | 15.88 | 12.18 | 12.19 | 13.92 | 27.24 | 21.43 | 27.49 | 40.30 | 16.91 | 12.49 | 13.96 | 14.69 | 16.33 | 21.82 | 15.91 | 20.26 |
| Draw Down(%) | NA | 20.05 | 20.05 | 30.21 | 37.12 | NA | NA | 55.17 | 14.85 | 11.69 | 10.17 | 23.16 | 15.84 | 37.12 | 6.99 | 18.69 | 4.80 | 13.46 | 12.48 | 9.46 | 6.36 | 13.42 | 27.34 | 18.13 | 28.46 | 49.68 | 12.25 | 10.41 | 9.06 | 9.75 | 12.10 | 26.50 | 17.32 | 5.34 |
| Yield(%) | 0.00 | 1.52 | 1.79 | 1.94 | 3.36 | 4.75 | 3.29 | 4.03 | 0.00 | 1.64 | 1.83 | 1.50 | 1.61 | 1.71 | 4.69 | 10.61 | 2.17 | 1.58 | 0.99 | 1.19 | 0.00 | 2.46 | 0.90 | 0.98 | 1.31 | 0.90 | 7.20 | 3.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 11/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALVX (BlackRock Large Cap Value Instl) |
-15.17%
Feb 2006 - Feb 2009 |
-5.60%
Feb 2004 - Feb 2009 |
3.02%
May 2002 - May 2012 |
3.71%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALVX (BlackRock Large Cap Value Instl) |
22.95%
Mar 2003 - Mar 2006 |
18.19%
Feb 2009 - Feb 2014 |
13.25%
Feb 2009 - Feb 2019 |
10.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart