Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/12/2022.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MFL (BlackRock MuniHoldings Investment Quality Fund) | NA | 4.15% | 8.11% | 4.57% | 5.27% | 6.08% | 6.25% | 5.43% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MFL (BlackRock MuniHoldings Investment Quality Fund) | 09/29/1997 | 04/12/2022 |
The return data shown below all have the same latest date: 04/12/2022.
AR inception is since 09/29/1997.
AR inception is since 09/29/1997.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 15.22 | 4.15 | 8.11 | 4.57 | 5.27 | 6.08 | 6.25 | 5.43 | -3.37 | 11.45 | 10.44 | 9.15 | -7.98 | 9.30 | 3.29 | 8.13 | 21.47 | -17.15 | 16.92 | 22.56 | 5.01 | 51.14 | -21.98 | -4.21 | -0.91 | 2.75 | 10.52 | 9.54 | 9.33 | 23.40 | 6.43 | -25.38 | 1.56 | 6.22 |
Sharpe Ratio | NA | 0.25 | 0.40 | 0.25 | 0.35 | NA | NA | 0.28 | -0.44 | 1.13 | 0.36 | 1.24 | -1.03 | 1.26 | 0.25 | 0.86 | 2.92 | -1.07 | 1.33 | 1.72 | 0.35 | 3.03 | -0.76 | -0.88 | -0.55 | 0.06 | 0.79 | 0.93 | 0.77 | 1.88 | 0.18 | -1.43 | -0.10 | 0.91 |
Standard Deviation(%) | NA | 16.40 | 19.21 | 15.74 | 13.87 | NA | NA | 14.73 | 26.96 | 10.10 | 28.02 | 6.23 | 9.05 | 6.89 | 12.29 | 9.41 | 7.35 | 16.11 | 12.78 | 13.12 | 14.09 | 16.82 | 30.19 | 8.22 | 7.59 | 9.49 | 12.19 | 9.55 | 10.63 | 11.43 | 13.20 | 19.95 | 18.49 | 25.24 |
Draw Down(%) | NA | 18.14 | 27.53 | 27.53 | 27.71 | NA | NA | 45.22 | 18.14 | 5.57 | 27.53 | 3.32 | 16.58 | 4.15 | 15.14 | 10.33 | 4.39 | 27.35 | 7.82 | 8.65 | 17.03 | 10.36 | 41.82 | 11.48 | 9.05 | 10.64 | 15.95 | 11.36 | 10.47 | 6.31 | 15.35 | 31.84 | 14.40 | 6.59 |
Yield(%) | 0.41 | 4.50 | 4.62 | 4.45 | 5.23 | 5.59 | 5.90 | 5.00 | 1.37 | 4.22 | 4.18 | 4.63 | 4.83 | 6.05 | 5.96 | 5.99 | 6.86 | 5.36 | 6.34 | 7.22 | 6.72 | 8.00 | 5.32 | 5.03 | 5.39 | 6.39 | 6.98 | 6.61 | 6.81 | 6.33 | 6.20 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MFL (BlackRock MuniHoldings Investment Quality Fund) |
-10.43%
Nov 2005 - Nov 2008 |
-3.90%
Nov 2003 - Nov 2008 |
-0.43%
Nov 1998 - Nov 2008 |
4.02%
Nov 1998 - Nov 2013 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MFL (BlackRock MuniHoldings Investment Quality Fund) |
25.19%
Nov 2008 - Nov 2011 |
15.12%
May 2000 - May 2005 |
9.90%
Dec 2008 - Dec 2018 |
8.42%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison Chart