Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDHQX (BlackRock Total Ret Fd Cl A) | 4.11% | 2.94% | 1.43% | -1.73% | 1.18% | 2.34% | 2.71% | 3.73% |
Data as of 08/01/2025, AR inception is 06/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDHQX (BlackRock Total Ret Fd Cl A) | 06/19/1996 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 2.94 | 1.43 | -1.73 | 1.18 | 2.34 | 2.71 | 3.73 | 4.11 | 0.18 | 5.64 | -14.45 | -1.45 | 4.57 | 9.54 | -1.13 | 3.76 | 3.19 | 0.03 | 7.76 | -0.50 | 9.82 | 4.21 | 9.38 | 15.85 | -11.52 | 4.45 | 3.89 | 1.77 | 3.92 | 4.59 | 9.16 | 7.11 | 9.07 | -2.80 | 7.83 | 8.18 | 6.57 |
| Sharpe Ratio | NA | 0.17 | -0.24 | -0.63 | -0.06 | NA | NA | 0.45 | 0.51 | -1.13 | 0.18 | -2.04 | -0.46 | 0.64 | 2.35 | -0.91 | 1.20 | 0.99 | 0.00 | 2.93 | -0.16 | 3.92 | 0.98 | 2.14 | 2.82 | -1.56 | 0.40 | 0.21 | -0.14 | 0.79 | 0.94 | 2.09 | 0.99 | 1.10 | -1.20 | 0.88 | 1.18 | 1.96 |
| Standard Deviation(%) | NA | 5.32 | 6.87 | 6.25 | 5.14 | NA | NA | 4.65 | 5.22 | 5.68 | 7.73 | 7.78 | 3.21 | 6.73 | 3.45 | 2.70 | 2.61 | 3.02 | 3.57 | 2.64 | 3.35 | 2.51 | 4.28 | 4.35 | 5.58 | 7.93 | 3.65 | 2.98 | 2.84 | 3.76 | 4.16 | 3.85 | 4.92 | 4.51 | 5.01 | 5.15 | 3.92 | 4.65 |
| Draw Down(%) | NA | 5.08 | 10.52 | 22.31 | 22.31 | NA | NA | 22.31 | 3.12 | 4.85 | 8.23 | 18.53 | 3.21 | 9.94 | 2.07 | 3.12 | 1.29 | 3.74 | 2.88 | 1.26 | 5.36 | 1.23 | 2.04 | 3.97 | 5.63 | 20.10 | 2.95 | 2.20 | 2.37 | 4.31 | 4.68 | 2.06 | 3.56 | 3.84 | 5.14 | 3.96 | 2.41 | 1.83 |
| Yield(%) | 0.00 | 3.74 | 3.47 | 2.46 | 2.69 | 3.08 | 3.31 | 4.07 | 1.91 | 4.06 | 3.86 | 2.25 | 1.66 | 2.13 | 3.02 | 2.88 | 2.87 | 2.51 | 3.00 | 3.63 | 3.14 | 3.77 | 3.70 | 3.97 | 5.78 | 4.97 | 4.49 | 4.29 | 3.69 | 3.20 | 3.34 | 4.36 | 5.36 | 6.58 | 5.83 | 6.01 | 6.42 | 4.03 |
Data as of 08/01/2025, AR inception is 06/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHQX (BlackRock Total Ret Fd Cl A) |
-6.95%
Oct 2020 - Oct 2023 |
-1.91%
Jul 2020 - Jul 2025 |
0.63%
Oct 2013 - Oct 2023 |
2.15%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHQX (BlackRock Total Ret Fd Cl A) |
11.45%
Feb 2009 - Feb 2012 |
8.67%
Feb 2009 - Feb 2014 |
5.51%
Feb 2009 - Feb 2019 |
5.30%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart