Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDSPX (BlackRock Value Opps A) | 20.47% | 37.14% | 20.18% | 7.83% | 7.46% | 7.94% | 6.15% | … | … |
Data as of 06/03/2026, Common starting date is 12/12/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDSPX (BlackRock Value Opps A) | 12/12/1994 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.20 | 37.14 | 20.18 | 7.83 | 7.46 | 7.94 | 6.15 | … | … | 20.47 | 11.06 | 11.88 | 18.60 | -16.79 | -21.11 | 14.62 | 28.58 | -6.73 | 8.80 | 23.46 | -6.96 | 4.75 | 42.41 | 13.20 | -2.78 | 28.22 | 27.64 | -41.22 | -0.97 | 12.07 | 16.64 | 14.04 | 41.73 | -23.34 | 30.42 | 15.37 | 32.95 | -5.87 | 24.77 | 23.41 | 22.10 | 0.22 |
| Sharpe Ratio | NA | 2.08 | 0.91 | 0.25 | 0.25 | NA | NA | … | … | 2.88 | 0.37 | 0.47 | 0.81 | -0.66 | -0.56 | 0.40 | 2.16 | -0.48 | 0.49 | 1.30 | -0.45 | 0.32 | 2.96 | 0.75 | -0.09 | 1.16 | 0.79 | -0.90 | -0.23 | 0.63 | 0.99 | 0.86 | 2.36 | -1.04 | 1.26 | 0.57 | 2.25 | -0.45 | 1.51 | 1.47 | 2.72 | 0.01 |
| Standard Deviation(%) | NA | 17.15 | 19.43 | 21.07 | 23.68 | NA | NA | … | … | 18.82 | 22.26 | 17.46 | 18.60 | 27.70 | 37.50 | 35.36 | 12.52 | 17.07 | 16.56 | 17.89 | 15.55 | 14.84 | 14.32 | 17.66 | 32.76 | 24.30 | 34.82 | 46.73 | 17.82 | 13.86 | 14.51 | 15.18 | 17.39 | 23.48 | 22.58 | 19.40 | 13.12 | 20.94 | 13.91 | 13.28 | 6.67 | 20.08 |
| Draw Down(%) | NA | 8.38 | 25.44 | 30.34 | 45.11 | NA | NA | … | … | 8.38 | 23.60 | 8.67 | 15.04 | 24.17 | 31.62 | 34.84 | 6.64 | 20.39 | 9.06 | 14.17 | 15.11 | 14.31 | 5.92 | 13.22 | 28.40 | 21.37 | 33.52 | 55.97 | 15.29 | 12.83 | 9.88 | 12.39 | 13.69 | 36.45 | 20.77 | 13.04 | 14.83 | 43.04 | 15.96 | 13.09 | 6.17 | 3.74 |
| Yield(%) | 0.00 | 5.66 | 3.22 | 1.96 | 5.59 | 5.84 | 4.75 | … | … | 0.00 | 5.52 | 1.47 | 0.98 | 0.74 | 1.05 | 0.72 | 3.33 | 20.97 | 15.24 | 4.27 | 2.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.13 | 1.56 | 15.97 | 16.20 | 21.24 | 7.09 | 0.00 | 1.98 | 6.78 | 21.05 | 12.31 | 5.48 | 15.11 | 18.74 | 5.42 | 0.54 |
Data as of 06/03/2026, Common starting date is 12/12/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDSPX (BlackRock Value Opps A) |
-21.74%
Feb 2006 – Feb 2009 |
-8.56%
Feb 2004 – Feb 2009 |
2.04%
Oct 2013 – Oct 2023 |
2.83%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDSPX (BlackRock Value Opps A) |
31.15%
Feb 2009 – Feb 2012 |
27.53%
Feb 2009 – Feb 2014 |
16.50%
Jan 1996 – Jan 2006 |
11.87%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart