Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCDVX (BlackRock Equity Dividend Inv C) | 9.85% | 24.72% | 16.30% | 3.82% | 6.75% | 7.52% | 6.36% | … | … |
Data as of 06/04/2026, Common starting date is 12/14/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCDVX (BlackRock Equity Dividend Inv C) | 12/14/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 24.72 | 16.30 | 3.82 | 6.75 | 7.52 | 6.36 | … | … | 9.85 | 20.46 | 8.63 | 11.51 | -15.69 | 6.72 | -2.03 | 26.34 | -8.03 | 5.77 | 15.13 | -1.38 | 8.21 | 23.52 | 11.07 | 4.83 | 11.82 | 20.98 | -33.28 | 13.63 | 18.06 | 11.49 | 14.28 | 25.05 | -11.64 | -5.04 | 10.67 | 1.79 | 13.74 | 27.21 | 17.83 | 16.65 | -6.79 |
| Sharpe Ratio | NA | 1.91 | 1.03 | 0.08 | 0.29 | NA | NA | … | … | 1.48 | 1.17 | 0.50 | 0.66 | -0.82 | 0.40 | -0.07 | 2.27 | -0.65 | 0.39 | 1.13 | -0.09 | 0.77 | 2.31 | 1.00 | 0.23 | 0.69 | 0.86 | -0.96 | 0.66 | 1.46 | 0.88 | 1.33 | 2.30 | -0.73 | -0.61 | 0.38 | -0.13 | 0.83 | 1.78 | 1.49 | 1.12 | -2.30 |
| Standard Deviation(%) | NA | 11.16 | 12.39 | 15.39 | 17.30 | NA | NA | … | … | 13.14 | 15.08 | 9.96 | 12.00 | 21.05 | 16.72 | 33.86 | 10.95 | 14.49 | 13.32 | 13.22 | 14.88 | 10.65 | 10.18 | 11.10 | 20.71 | 16.99 | 24.15 | 35.38 | 15.91 | 10.11 | 10.45 | 10.02 | 10.59 | 17.48 | 12.53 | 17.12 | 11.91 | 12.34 | 13.19 | 9.41 | 11.33 | 36.57 |
| Draw Down(%) | NA | 9.10 | 13.41 | 29.93 | 36.04 | NA | NA | … | … | 9.10 | 13.22 | 7.37 | 10.59 | 24.67 | 16.04 | 36.04 | 6.10 | 18.04 | 10.26 | 10.22 | 11.60 | 7.81 | 5.49 | 8.55 | 16.19 | 13.90 | 25.32 | 42.75 | 9.97 | 9.19 | 7.59 | 6.88 | 10.87 | 25.60 | 16.73 | 14.52 | 10.21 | 12.96 | 8.53 | 5.54 | 10.10 | 7.23 |
| Yield(%) | 0.00 | 10.26 | 9.60 | 4.58 | 6.21 | 7.11 | 6.10 | … | … | 0.00 | 11.10 | 10.77 | 6.88 | 0.62 | 0.52 | 0.96 | 14.24 | 10.94 | 5.24 | 7.92 | 14.97 | 5.75 | 1.38 | 1.58 | 1.31 | 1.10 | 1.30 | 1.16 | 2.63 | 2.95 | 1.16 | 0.91 | 0.63 | 1.16 | 4.60 | 12.74 | 6.02 | 18.77 | 11.58 | 13.33 | 2.69 | 0.81 |
Data as of 06/04/2026, Common starting date is 12/14/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCDVX (BlackRock Equity Dividend Inv C) |
-10.79%
Feb 2006 – Feb 2009 |
-1.47%
Feb 2004 – Feb 2009 |
1.44%
Feb 1999 – Feb 2009 |
3.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCDVX (BlackRock Equity Dividend Inv C) |
21.92%
Feb 2009 – Feb 2012 |
18.44%
Feb 2009 – Feb 2014 |
11.90%
Feb 2009 – Feb 2019 |
9.46%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart