Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MEHQX (BlackRock Total Ret Fd Cl A1) | 3.02% | 3.45% | 2.19% | -1.67% | 1.33% | 2.50% | NA | 2.88% |
Data as of 07/18/2025, AR inception is 10/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEHQX (BlackRock Total Ret Fd Cl A1) | 10/05/2006 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.45 | 2.19 | -1.67 | 1.33 | 2.50 | NA | 2.88 | 3.02 | 0.31 | 5.80 | -14.33 | -1.30 | 4.74 | 9.66 | -1.02 | 4.14 | 3.38 | 0.22 | 7.96 | -0.29 | 10.02 | 4.30 | 9.70 | 15.98 | -11.51 | 4.57 | 0.29 |
| Sharpe Ratio | NA | 0.05 | -0.17 | -0.59 | -0.02 | NA | NA | 0.35 | 0.49 | -1.10 | 0.20 | -2.02 | -0.41 | 0.66 | 2.36 | -0.85 | 1.30 | 1.04 | 0.05 | 2.94 | -0.10 | 3.92 | 1.00 | 2.20 | 2.82 | -1.55 | 0.43 | -0.88 |
| Standard Deviation(%) | NA | 5.35 | 6.90 | 6.27 | 5.17 | NA | NA | 4.89 | 5.29 | 5.69 | 7.78 | 7.79 | 3.23 | 6.75 | 3.49 | 2.76 | 2.70 | 3.04 | 3.60 | 2.70 | 3.37 | 2.57 | 4.28 | 4.36 | 5.64 | 7.98 | 3.67 | 2.42 |
| Draw Down(%) | NA | 5.05 | 10.50 | 22.10 | 22.10 | NA | NA | 22.10 | 3.12 | 4.74 | 8.19 | 18.45 | 3.20 | 9.94 | 2.07 | 3.13 | 1.29 | 3.69 | 2.85 | 1.26 | 5.31 | 1.23 | 2.03 | 3.96 | 5.63 | 20.05 | 2.85 | 0.86 |
| Yield(%) | 0.00 | 4.29 | 3.79 | 2.63 | 2.89 | 3.30 | 3.22 | 3.58 | 1.97 | 4.20 | 4.00 | 2.40 | 1.81 | 2.29 | 3.22 | 3.07 | 3.06 | 2.69 | 3.19 | 3.82 | 3.35 | 3.95 | 3.87 | 4.19 | 5.89 | 5.06 | 4.61 | 0.37 |
Data as of 07/18/2025, AR inception is 10/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEHQX (BlackRock Total Ret Fd Cl A1) |
-6.81%
Oct 2020 - Oct 2023 |
-1.39%
Oct 2017 - Oct 2022 |
0.81%
Oct 2013 - Oct 2023 |
2.33%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEHQX (BlackRock Total Ret Fd Cl A1) |
11.60%
Feb 2009 - Feb 2012 |
8.84%
Nov 2008 - Nov 2013 |
5.69%
Feb 2009 - Feb 2019 |
3.85%
Nov 2006 - Nov 2021 |
Annualized Rolling Returns Comparison Chart