Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCLOX (BlackRock Gbl Alloc C) | 8.95% | 7.13% | 5.25% | 1.19% | 2.14% | 3.72% | 4.41% | 6.46% |
Data as of 06/25/2025, AR inception is 12/13/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCLOX (BlackRock Gbl Alloc C) | 12/13/1994 | 06/25/2025 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 7.13 | 5.25 | 1.19 | 2.14 | 3.72 | 4.41 | 6.46 | 8.95 | 4.23 | 11.51 | -21.92 | -4.28 | 11.92 | 16.27 | -8.28 | 12.44 | 2.97 | -1.72 | 1.17 | 13.60 | 9.16 | -4.41 | 9.42 | 20.82 | -21.22 | 15.78 | 14.97 | 11.62 | 13.64 | 35.06 | -8.73 | 0.03 | 7.76 | 26.41 | -0.42 | 10.32 | 12.57 | 18.74 | -2.29 |
| Sharpe Ratio | NA | 0.20 | 0.20 | -0.09 | 0.06 | NA | NA | 0.44 | 1.05 | -0.21 | 0.88 | -1.45 | -0.36 | 0.60 | 2.54 | -1.13 | 3.01 | 0.33 | -0.21 | 0.17 | 1.80 | 1.09 | -0.30 | 0.86 | 1.50 | -1.09 | 1.60 | 1.59 | 1.56 | 1.71 | 3.76 | -0.71 | -0.21 | 0.53 | 3.48 | -0.35 | 1.27 | 1.89 | 2.52 | -4.00 |
| Standard Deviation(%) | NA | 13.00 | 11.90 | 12.34 | 11.32 | NA | NA | 10.45 | 13.07 | 10.99 | 8.34 | 16.11 | 11.81 | 19.34 | 5.84 | 8.51 | 3.94 | 8.51 | 8.15 | 6.73 | 7.52 | 8.39 | 14.70 | 10.84 | 13.86 | 20.28 | 8.04 | 7.39 | 6.07 | 7.41 | 9.13 | 13.77 | 11.33 | 6.92 | 6.66 | 10.82 | 5.34 | 4.75 | 5.91 | 10.59 |
| Draw Down(%) | NA | 10.17 | 13.78 | 34.38 | 34.38 | NA | NA | 34.38 | 10.15 | 9.12 | 8.58 | 26.87 | 12.71 | 21.67 | 3.23 | 14.74 | 1.34 | 7.63 | 10.25 | 6.44 | 6.33 | 8.60 | 15.43 | 8.35 | 14.75 | 33.05 | 5.87 | 9.49 | 4.51 | 6.89 | 9.88 | 23.66 | 18.37 | 4.88 | 3.86 | 20.19 | 4.90 | 4.25 | 3.42 | 2.61 |
| Yield(%) | 0.00 | 3.81 | 1.55 | 0.91 | 2.68 | 3.51 | 4.23 | 6.40 | 0.00 | 4.07 | 0.58 | 0.00 | 0.27 | 0.00 | 5.83 | 4.43 | 4.99 | 1.20 | 8.68 | 9.15 | 5.81 | 0.57 | 2.26 | 1.01 | 1.45 | 3.30 | 7.35 | 7.56 | 9.34 | 3.87 | 3.77 | 2.61 | 2.23 | 14.21 | 14.91 | 10.56 | 13.49 | 8.01 | 5.67 | 1.62 |
Data as of 06/25/2025, AR inception is 12/13/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCLOX (BlackRock Gbl Alloc C) |
-7.14%
Nov 2020 - Nov 2023 |
-2.97%
Sep 2017 - Sep 2022 |
0.54%
Oct 2013 - Oct 2023 |
1.33%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCLOX (BlackRock Gbl Alloc C) |
22.83%
Mar 2003 - Mar 2006 |
19.60%
Sep 2002 - Sep 2007 |
11.28%
Aug 1998 - Aug 2008 |
9.63%
Mar 1995 - Mar 2010 |
Annualized Rolling Returns Comparison Chart