Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDLVX (BlackRock Lg Cap Value A) | 2.80% | -3.54% | 6.14% | 5.83% | 5.14% | 7.64% | 5.24% | 6.01% |
Data as of 06/20/2025, AR inception is 12/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDLVX (BlackRock Lg Cap Value A) | 12/13/2000 | 06/20/2025 |
| 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 (%) | -0.86 | -3.54 | 6.14 | 5.83 | 5.14 | 7.64 | 5.24 | 6.01 | 2.80 | 1.84 | 12.00 | -12.88 | 7.81 | 3.63 | 24.38 | -7.96 | 17.24 | 13.49 | -2.07 | 11.59 | 32.73 | 12.47 | -2.97 | 10.39 | 14.13 | -35.63 | 4.68 | 15.79 | 9.68 | 14.68 | 32.87 | -12.10 | -0.43 | 2.59 |
| Sharpe Ratio | NA | -0.35 | 0.22 | 0.21 | 0.20 | NA | NA | 0.24 | 0.14 | -0.33 | 0.60 | -0.68 | 0.42 | 0.09 | 2.02 | -0.61 | 2.04 | 0.88 | -0.13 | 0.95 | 2.68 | 0.90 | -0.11 | 0.48 | 0.51 | -0.90 | 0.10 | 1.01 | 0.54 | 0.94 | 1.97 | -0.61 | -0.18 | 3.21 |
| Standard Deviation(%) | NA | 18.96 | 16.66 | 17.48 | 18.74 | NA | NA | 19.72 | 20.79 | 14.29 | 13.02 | 21.15 | 18.53 | 36.32 | 11.37 | 15.38 | 8.18 | 15.06 | 15.88 | 12.18 | 12.20 | 13.93 | 27.18 | 21.45 | 27.50 | 40.33 | 16.92 | 12.51 | 13.95 | 14.68 | 16.30 | 21.74 | 15.84 | 23.56 |
| Draw Down(%) | NA | 20.26 | 20.26 | 30.77 | 37.11 | NA | NA | 55.45 | 14.88 | 11.87 | 10.23 | 23.38 | 16.27 | 37.11 | 7.00 | 18.76 | 4.86 | 13.48 | 12.52 | 9.43 | 6.41 | 13.39 | 27.38 | 18.15 | 28.57 | 49.79 | 12.29 | 10.41 | 9.07 | 9.72 | 12.10 | 26.51 | 17.38 | 2.57 |
| Yield(%) | 0.00 | 1.31 | 1.58 | 1.70 | 3.01 | 3.86 | 3.02 | 3.68 | 0.00 | 1.41 | 1.62 | 1.31 | 1.37 | 1.52 | 4.49 | 10.56 | 1.93 | 1.21 | 0.69 | 0.84 | 0.00 | 2.21 | 0.62 | 0.76 | 0.95 | 0.49 | 7.09 | 3.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 |
Data as of 06/20/2025, AR inception is 12/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDLVX (BlackRock Lg Cap Value A) |
-15.39%
Feb 2006 - Feb 2009 |
-5.84%
Feb 2004 - Feb 2009 |
2.75%
May 2002 - May 2012 |
3.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDLVX (BlackRock Lg Cap Value A) |
22.67%
Mar 2003 - Mar 2006 |
17.85%
Feb 2009 - Feb 2014 |
12.93%
Feb 2009 - Feb 2019 |
10.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart