Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKDVX (BlackRock Equity Dividend Fund Class K S) | 10.04% | 25.81% | 17.48% | 9.84% | 11.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKDVX (BlackRock Equity Dividend Fund Class K S) | 03/31/2016 | 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 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 25.81 | 17.48 | 9.84 | 11.94 | NA | NA | … | … | 10.04 | 21.87 | 9.81 | 12.79 | -3.82 | 20.28 | 4.13 | 27.68 | -7.05 | 16.93 | 15.69 |
| Sharpe Ratio | NA | 2.00 | 1.12 | 0.51 | 0.62 | NA | NA | … | … | 1.51 | 1.27 | 0.62 | 0.77 | -0.28 | 1.51 | 0.11 | 2.39 | -0.58 | 2.33 | 1.89 |
| Standard Deviation(%) | NA | 11.14 | 12.38 | 14.14 | 16.38 | NA | NA | … | … | 13.13 | 15.06 | 9.94 | 11.99 | 19.05 | 13.40 | 33.84 | 10.95 | 14.55 | 7.01 | 11.12 |
| Draw Down(%) | NA | 8.97 | 13.05 | 18.03 | 35.91 | NA | NA | … | … | 8.97 | 13.05 | 7.30 | 10.31 | 18.03 | 7.30 | 35.91 | 6.02 | 17.88 | 3.35 | 5.15 |
| Yield(%) | 0.00 | 10.30 | 10.01 | 8.87 | 10.39 | 7.20 | 5.40 | … | … | 0.00 | 11.41 | 11.17 | 7.54 | 11.35 | 13.24 | 6.25 | 14.79 | 11.61 | 14.96 | 8.65 |
Data as of 06/04/2026, Common starting date is 03/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKDVX (BlackRock Equity Dividend Fund Class K S) |
0.58%
Mar 2017 – Mar 2020 |
6.08%
Sep 2017 – Sep 2022 |
11.79%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKDVX (BlackRock Equity Dividend Fund Class K S) |
17.71%
May 2023 – May 2026 |
15.58%
Mar 2020 – Mar 2025 |
11.87%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart