Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBLVX (BlackRock Large Cap Value Inv B) | NA | 14.59% | 10.07% | 11.60% | 5.25% | 7.94% | NA | … | … |
Data as of 02/01/2018, Common starting date is 10/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBLVX (BlackRock Large Cap Value Inv B) | 10/26/2000 | 02/01/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.59 | 10.07 | 11.60 | 5.25 | 7.94 | NA | … | … | 0.00 | 16.50 | 12.50 | -2.89 | 10.70 | 31.54 | 11.32 | -3.76 | 9.41 | 13.16 | -36.21 | 3.98 | 14.87 | 9.46 | 13.58 | 31.88 | -12.80 | -1.13 | 3.06 |
| Sharpe Ratio | NA | 1.87 | 0.79 | 0.88 | 0.24 | NA | NA | … | … | 0.00 | 2.02 | 0.81 | -0.18 | 0.87 | 2.59 | 0.82 | -0.14 | 0.43 | 0.48 | -0.92 | 0.06 | 0.93 | 0.53 | 0.85 | 1.90 | -0.64 | -0.22 | 0.79 |
| Standard Deviation(%) | NA | 7.45 | 13.03 | 12.88 | 21.38 | NA | NA | … | … | NA | 7.90 | 15.10 | 15.90 | 12.23 | 12.19 | 13.90 | 27.18 | 21.48 | 27.50 | 40.30 | 16.89 | 12.51 | 13.80 | 14.79 | 16.42 | 21.84 | 15.89 | 18.55 |
| Draw Down(%) | NA | 4.98 | 18.50 | 18.50 | 50.39 | NA | NA | … | … | 0.00 | 4.98 | 13.61 | 12.65 | 9.52 | 6.44 | 13.65 | 27.60 | 18.32 | 28.60 | 50.20 | 12.38 | 10.49 | 9.18 | 9.82 | 12.27 | 26.72 | 17.62 | 5.55 |
| Yield(%) | 0.00 | 0.79 | 0.31 | 0.24 | 0.18 | 1.44 | 0.94 | … | … | 0.00 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.79 | 0.00 | 0.00 | 0.00 | 0.00 | 6.58 | 3.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/01/2018, Common starting date is 10/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBLVX (BlackRock Large Cap Value Inv B) |
-16.05%
Feb 2006 – Feb 2009 |
-6.60%
May 2007 – May 2012 |
1.96%
May 2002 – May 2012 |
4.39%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBLVX (BlackRock Large Cap Value Inv B) |
21.89%
Mar 2003 – Mar 2006 |
16.79%
Feb 2009 – Feb 2014 |
6.77%
Mar 2003 – Mar 2013 |
7.94%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart