Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDSKX (BlackRock Sm Cap Index A) | 0.41% | 7.67% | 8.24% | 7.94% | 5.94% | 9.51% | 6.76% | 6.22% |
Data as of 07/02/2025, AR inception is 12/08/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDSKX (BlackRock Sm Cap Index A) | 12/08/1997 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.25 | 7.67 | 8.24 | 7.94 | 5.94 | 9.51 | 6.76 | 6.22 | 0.41 | 8.16 | 15.04 | -20.81 | 7.32 | 19.21 | 25.24 | -11.24 | 14.40 | 21.07 | -4.70 | 4.43 | 38.72 | 15.96 | -4.75 | 26.35 | 26.36 | -34.29 | -1.96 | 17.15 | 3.88 | 17.28 | 46.03 | -20.84 | -0.52 | -0.50 | 20.45 | -15.45 | 0.45 |
| Sharpe Ratio | NA | 0.06 | 0.15 | 0.26 | 0.17 | NA | NA | 0.19 | -0.27 | 0.07 | 0.55 | -0.79 | 0.31 | 0.44 | 1.50 | -0.69 | 1.14 | 1.14 | -0.28 | 0.27 | 2.63 | 0.93 | -0.14 | 1.04 | 0.73 | -0.75 | -0.24 | 0.80 | 0.11 | 0.91 | 2.39 | -0.88 | -0.12 | -0.15 | 1.19 | -0.77 | 0.19 |
| Standard Deviation(%) | NA | 25.14 | 22.74 | 23.60 | 23.74 | NA | NA | 24.37 | 26.80 | 21.17 | 19.89 | 28.22 | 23.38 | 43.00 | 15.86 | 18.36 | 12.10 | 18.38 | 16.70 | 16.36 | 14.72 | 17.18 | 33.19 | 25.30 | 36.11 | 46.60 | 20.48 | 17.39 | 16.11 | 17.97 | 18.98 | 25.03 | 23.67 | 31.02 | 14.50 | 24.44 | 18.56 |
| Draw Down(%) | NA | 29.38 | 29.38 | 35.98 | 41.88 | NA | NA | 59.39 | 23.79 | 11.24 | 18.02 | 27.00 | 17.47 | 41.64 | 9.51 | 26.98 | 6.34 | 15.84 | 16.16 | 12.91 | 5.11 | 12.61 | 29.38 | 20.29 | 33.21 | 49.46 | 14.07 | 14.09 | 11.63 | 14.60 | 12.89 | 37.11 | 26.61 | 25.98 | 11.64 | 36.50 | 4.06 |
| Yield(%) | 0.00 | 1.76 | 1.55 | 1.52 | 2.62 | 5.12 | 4.07 | 4.07 | 0.00 | 1.79 | 1.49 | 0.88 | 0.91 | 0.96 | 3.81 | 3.38 | 3.28 | 5.19 | 3.07 | 9.39 | 3.70 | 2.79 | 0.92 | 0.57 | 0.56 | 9.82 | 8.71 | 9.26 | 2.10 | 0.35 | 0.35 | 0.53 | 0.84 | 8.86 | 5.39 | 0.88 | 0.69 |
Data as of 07/02/2025, AR inception is 12/08/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDSKX (BlackRock Sm Cap Index A) |
-18.46%
Feb 2006 - Feb 2009 |
-7.37%
Feb 2004 - Feb 2009 |
0.64%
Feb 1999 - Feb 2009 |
4.44%
Apr 1998 - Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDSKX (BlackRock Sm Cap Index A) |
28.76%
Feb 2009 - Feb 2012 |
26.12%
Feb 2009 - Feb 2014 |
16.20%
Feb 2009 - Feb 2019 |
12.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart