Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDLOX (BlackRock Gbl Alloc A) | 9.34% | 12.01% | 9.67% | 7.59% | 5.72% | 6.38% | 6.61% | 8.23% |
Data as of 06/25/2025, AR inception is 12/13/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDLOX (BlackRock Gbl Alloc A) | 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 | 12.01 | 9.67 | 7.59 | 5.72 | 6.38 | 6.61 | 8.23 | 9.34 | 9.00 | 12.35 | -16.12 | 6.46 | 20.77 | 17.23 | -7.65 | 13.30 | 3.75 | -1.00 | 1.95 | 14.42 | 10.02 | -3.72 | 9.85 | 21.65 | -20.57 | 16.64 | 15.95 | 12.71 | 14.27 | 35.97 | -7.97 | 0.48 | 8.57 | 27.75 | 0.37 | 11.12 | 13.24 | 19.69 | -2.21 |
| Sharpe Ratio | NA | 0.60 | 0.58 | 0.45 | 0.38 | NA | NA | 0.62 | 1.07 | 0.54 | 1.05 | -1.21 | 0.72 | 1.09 | 2.70 | -1.07 | 3.25 | 0.42 | -0.13 | 0.29 | 1.92 | 1.20 | -0.26 | 0.90 | 1.56 | -1.05 | 1.68 | 1.69 | 1.70 | 1.78 | 3.89 | -0.66 | -0.18 | 0.63 | 3.69 | -0.29 | 1.38 | 1.96 | 2.69 | -3.89 |
| Standard Deviation(%) | NA | 12.17 | 10.90 | 11.00 | 10.61 | NA | NA | 10.21 | 13.00 | 10.04 | 8.35 | 14.53 | 8.92 | 18.67 | 5.85 | 8.47 | 3.91 | 8.47 | 8.15 | 6.74 | 7.50 | 8.39 | 14.68 | 10.87 | 13.86 | 20.36 | 8.08 | 7.44 | 6.14 | 7.46 | 9.05 | 13.78 | 11.34 | 6.93 | 6.60 | 10.74 | 5.36 | 4.86 | 5.84 | 10.72 |
| Draw Down(%) | NA | 10.08 | 12.14 | 22.89 | 22.89 | NA | NA | 32.96 | 10.08 | 5.75 | 8.39 | 21.55 | 4.61 | 21.63 | 3.17 | 14.12 | 1.27 | 7.51 | 10.00 | 6.31 | 6.30 | 8.36 | 15.16 | 8.66 | 14.68 | 32.78 | 5.80 | 9.42 | 4.30 | 6.72 | 9.74 | 23.34 | 18.38 | 4.79 | 3.82 | 19.85 | 4.73 | 4.43 | 3.33 | 2.61 |
| Yield(%) | 0.00 | 7.15 | 4.86 | 6.50 | 5.40 | 5.84 | 6.22 | 8.46 | 0.00 | 7.67 | 1.28 | 4.72 | 9.82 | 8.10 | 6.03 | 4.55 | 4.92 | 1.86 | 8.67 | 9.15 | 6.12 | 1.26 | 2.79 | 1.23 | 2.04 | 3.70 | 7.66 | 7.88 | 9.93 | 4.09 | 4.34 | 3.10 | 2.52 | 14.57 | 15.75 | 11.15 | 13.94 | 8.24 | 6.20 | 1.71 |
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 |
|---|---|---|---|---|
| MDLOX (BlackRock Gbl Alloc A) |
-2.48%
Feb 2006 - Feb 2009 |
1.44%
Mar 2015 - Mar 2020 |
3.67%
Oct 2013 - Oct 2023 |
3.65%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDLOX (BlackRock Gbl Alloc A) |
23.76%
Mar 2003 - Mar 2006 |
20.53%
Sep 2002 - Sep 2007 |
12.13%
Aug 1998 - Aug 2008 |
10.46%
Mar 1995 - Mar 2010 |
Annualized Rolling Returns Comparison Chart