Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MJRFX (BlackRock Mid Cap Dividend Fund -) | 11.70% | 24.75% | 15.42% | 8.78% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MJRFX (BlackRock Mid Cap Dividend Fund -) | 01/26/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.33 | 24.75 | 15.42 | 8.78 | NA | NA | NA | … | … | 11.70 | 13.79 | 9.38 | 12.64 | -4.02 | 26.56 | 7.24 | 29.65 | -15.21 |
| Sharpe Ratio | NA | 1.59 | 0.82 | 0.37 | NA | NA | NA | … | … | 1.57 | 0.64 | 0.50 | 0.65 | -0.26 | 1.76 | 0.17 | 2.20 | -1.14 |
| Standard Deviation(%) | NA | 12.82 | 14.11 | 15.98 | NA | NA | NA | … | … | 14.01 | 16.99 | 11.58 | 13.89 | 21.43 | 15.07 | 40.38 | 12.83 | 15.51 |
| Draw Down(%) | NA | 9.54 | 18.12 | 19.35 | NA | NA | NA | … | … | 9.54 | 15.96 | 7.82 | 12.78 | 19.35 | 7.98 | 42.04 | 7.55 | 21.58 |
| Yield(%) | 0.00 | 11.38 | 9.00 | 7.36 | 5.99 | 3.99 | 2.99 | … | … | 0.00 | 11.62 | 10.05 | 4.05 | 4.13 | 12.85 | 2.29 | 5.00 | 6.68 |
Data as of 06/04/2026, Common starting date is 01/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MJRFX (BlackRock Mid Cap Dividend Fund -) |
4.28%
Mar 2022 – Mar 2025 |
7.62%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MJRFX (BlackRock Mid Cap Dividend Fund -) |
23.97%
Mar 2020 – Mar 2023 |
17.97%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart