Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDLRX (BlackRock Lg Cap Core A) | 3.25% | 6.29% | 11.31% | 5.08% | 7.81% | 9.75% | 6.91% | 6.56% |
Data as of 07/25/2025, AR inception is 11/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDLRX (BlackRock Lg Cap Core A) | 11/13/2000 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | 6.29 | 11.31 | 5.08 | 7.81 | 9.75 | 6.91 | 6.56 | 3.25 | 9.53 | 25.28 | -24.57 | 6.61 | 14.97 | 28.83 | -5.60 | 21.69 | 10.03 | 0.07 | 11.65 | 33.47 | 14.23 | -0.03 | 11.02 | 20.46 | -37.47 | 4.86 | 12.79 | 13.05 | 14.46 | 31.64 | -18.12 | -5.18 | -3.25 |
| Sharpe Ratio | NA | -0.03 | 0.48 | 0.13 | 0.24 | NA | NA | 0.23 | 0.02 | 0.18 | 1.55 | -1.02 | 0.26 | 0.42 | 2.22 | -0.40 | 0.44 | 0.68 | 0.00 | 0.91 | 2.77 | 1.05 | 0.00 | 0.53 | 0.78 | -0.98 | 0.11 | 0.70 | 0.85 | 0.91 | 1.76 | -0.84 | -0.39 | -0.68 |
| Standard Deviation(%) | NA | 21.09 | 18.64 | 20.91 | 25.22 | NA | NA | 22.54 | 24.37 | 16.29 | 13.73 | 25.51 | 24.89 | 34.77 | 12.36 | 17.17 | 48.00 | 14.41 | 15.89 | 12.75 | 12.06 | 13.68 | 26.53 | 20.49 | 26.07 | 39.02 | 16.56 | 13.61 | 12.73 | 14.78 | 17.56 | 22.89 | 19.71 | 40.03 |
| Draw Down(%) | NA | 23.64 | 23.64 | 41.38 | 41.38 | NA | NA | 54.46 | 19.63 | 15.43 | 9.93 | 30.12 | 20.71 | 34.28 | 6.74 | 20.59 | 28.55 | 13.44 | 11.73 | 9.28 | 6.67 | 12.69 | 26.18 | 18.49 | 25.78 | 50.19 | 11.40 | 12.34 | 8.33 | 12.74 | 11.90 | 28.14 | 22.59 | 13.95 |
| Yield(%) | 0.00 | 0.39 | 0.81 | 0.87 | 5.90 | 7.51 | 5.43 | 5.46 | 0.00 | 0.71 | 1.01 | 0.76 | 0.70 | 1.02 | 4.93 | 8.79 | 33.73 | 7.21 | 2.80 | 0.37 | 0.00 | 1.93 | 0.41 | 0.55 | 1.17 | 0.00 | 10.96 | 4.64 | 6.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 11/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDLRX (BlackRock Lg Cap Core A) |
-15.94%
Feb 2006 - Feb 2009 |
-5.32%
Feb 2004 - Feb 2009 |
2.72%
Dec 2000 - Dec 2010 |
4.48%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDLRX (BlackRock Lg Cap Core A) |
23.45%
Mar 2003 - Mar 2006 |
19.88%
Feb 2009 - Feb 2014 |
15.39%
Sep 2011 - Sep 2021 |
12.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart