Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MRDVX (BlackRock Eq Dividend R) | 6.56% | 6.59% | 8.80% | 12.98% | 8.96% | 10.16% | 8.71% | 9.81% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRDVX (BlackRock Eq Dividend R) | 01/28/2003 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 01/28/2003.
AR inception is since 01/28/2003.
| 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.13 | 6.59 | 8.80 | 12.98 | 8.96 | 10.16 | 8.71 | 9.81 | 6.56 | 9.07 | 12.02 | -4.52 | 19.47 | 3.42 | 26.84 | -7.67 | 16.06 | 15.65 | -0.95 | 8.63 | 23.98 | 11.53 | 5.25 | 12.24 | 21.44 | -32.96 | 14.05 | 18.66 | 12.14 | 15.03 | 29.82 |
| Sharpe Ratio | NA | 0.02 | 0.30 | 0.72 | 0.43 | NA | NA | 0.49 | 0.75 | 0.25 | 0.65 | -0.31 | 1.45 | 0.09 | 2.32 | -0.62 | 1.58 | 1.17 | -0.07 | 0.81 | 2.36 | 1.04 | 0.25 | 0.72 | 0.88 | -0.95 | 0.70 | 1.54 | 0.95 | 1.41 | 3.22 |
| Standard Deviation(%) | NA | 15.29 | 14.73 | 15.62 | 16.89 | NA | NA | 17.03 | 20.89 | 9.92 | 11.98 | 19.02 | 13.38 | 33.88 | 10.96 | 14.48 | 9.78 | 13.21 | 14.86 | 10.64 | 10.14 | 11.14 | 20.72 | 16.97 | 24.20 | 35.43 | 15.93 | 10.06 | 10.49 | 10.00 | 9.88 |
| Draw Down(%) | NA | 13.26 | 15.28 | 18.26 | 35.98 | NA | NA | 50.43 | 13.13 | 7.36 | 10.47 | 18.26 | 7.37 | 35.98 | 6.08 | 18.01 | 5.09 | 10.15 | 11.54 | 7.81 | 5.44 | 8.54 | 16.04 | 13.91 | 25.26 | 42.63 | 9.93 | 9.15 | 7.55 | 6.80 | 5.31 |
| Yield(%) | 0.00 | 9.21 | 8.80 | 10.54 | 9.07 | 10.83 | 9.73 | 12.81 | 0.00 | 10.32 | 6.73 | 10.60 | 12.33 | 5.57 | 13.93 | 10.83 | 14.15 | 8.08 | 14.89 | 5.96 | 1.72 | 1.95 | 1.64 | 1.37 | 1.73 | 1.50 | 3.04 | 3.38 | 1.72 | 1.48 | 1.61 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRDVX (BlackRock Eq Dividend R) |
-10.40%
Feb 2006 - Feb 2009 |
-0.99%
Feb 2004 - Feb 2009 |
5.78%
Jan 2006 - Jan 2016 |
5.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRDVX (BlackRock Eq Dividend R) |
22.41%
Feb 2009 - Feb 2012 |
18.92%
Feb 2009 - Feb 2014 |
13.36%
Feb 2009 - Feb 2019 |
12.07%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart