Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MBDVX (BlackRock Eq Dividend B) | NA | 14.16% | 9.87% | 10.88% | 7.25% | 9.81% | 7.55% | 8.41% |
Data as of 01/25/2018, AR inception is 12/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBDVX (BlackRock Eq Dividend B) | 12/30/1987 | 01/25/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.16 | 9.87 | 10.88 | 7.25 | 9.81 | 7.55 | 8.41 | 0.00 | 15.36 | 15.05 | -1.09 | 8.21 | 23.46 | 10.95 | 4.80 | 11.97 | 20.89 | -33.31 | 13.53 | 18.11 | 11.42 | 14.37 | 24.79 | -11.65 | -5.10 | 10.76 | 1.86 | 13.41 | 26.79 | 17.71 | 30.73 | -13.63 | 2.30 | 7.89 | 14.78 | -7.67 | 23.39 | 10.08 | -0.03 |
| Sharpe Ratio | NA | 1.46 | 0.78 | 0.91 | 0.39 | NA | NA | 0.44 | 0.00 | 1.57 | 1.12 | -0.08 | 0.77 | 2.31 | 0.99 | 0.23 | 0.70 | 0.86 | -0.96 | 0.66 | 1.48 | 0.88 | 1.34 | 2.25 | -0.73 | -0.60 | 0.39 | -0.11 | 0.82 | 1.76 | 1.55 | 4.14 | -1.28 | 0.02 | 0.62 | 0.93 | -1.19 | 1.95 | 0.63 | NA |
| Standard Deviation(%) | NA | 9.21 | 12.45 | 11.76 | 18.30 | NA | NA | 14.29 | NA | 9.43 | 13.21 | 14.81 | 10.60 | 10.16 | 11.09 | 20.65 | 17.03 | 24.15 | 35.47 | 15.91 | 10.07 | 10.48 | 10.03 | 10.73 | 17.39 | 12.49 | 17.13 | 11.86 | 12.33 | 13.14 | 9.07 | 6.49 | 12.94 | 9.35 | 8.82 | 11.78 | 10.80 | 9.07 | 8.55 | 0.00 |
| Draw Down(%) | NA | 4.88 | 12.55 | 12.55 | 49.23 | NA | NA | 50.73 | 0.00 | 4.88 | 10.23 | 11.61 | 7.84 | 5.46 | 8.57 | 16.17 | 13.85 | 25.31 | 42.80 | 9.95 | 9.18 | 7.60 | 6.85 | 10.88 | 25.67 | 16.73 | 14.50 | 10.14 | 12.98 | 8.59 | 5.52 | 2.54 | 16.84 | 11.63 | 5.06 | 6.92 | 13.59 | 5.23 | 3.56 | 0.03 |
| Yield(%) | 0.00 | 12.60 | 10.78 | 9.15 | 5.72 | 8.00 | 6.08 | 8.34 | 0.00 | 12.64 | 7.37 | 14.32 | 5.42 | 1.18 | 1.36 | 1.10 | 1.08 | 1.11 | 1.00 | 2.39 | 2.77 | 1.07 | 0.83 | 0.41 | 1.02 | 4.37 | 12.53 | 5.93 | 18.58 | 10.99 | 13.18 | 15.29 | 2.51 | 2.48 | 2.70 | 3.61 | 4.81 | 4.80 | 4.62 | 0.47 |
Data as of 01/25/2018, AR inception is 12/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDVX (BlackRock Eq Dividend B) |
-10.85%
Feb 2006 - Feb 2009 |
-1.50%
Feb 2004 - Feb 2009 |
1.41%
Feb 1999 - Feb 2009 |
5.18%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDVX (BlackRock Eq Dividend B) |
25.99%
Mar 1995 - Mar 1998 |
18.43%
Feb 2009 - Feb 2014 |
11.56%
Dec 1994 - Dec 2004 |
10.05%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart