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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MRLOX (BlackRock Gbl Alloc R) 10.59% 5.78% 5.91% 1.15% 2.56% 4.24% 4.76% 6.52%
Data as of 07/02/2025, AR inception is 01/28/2003
More Performance Analytics Comparison
Name Start Date End Date
MRLOX (BlackRock Gbl Alloc R) 01/28/2003 07/02/2025
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 2005 2004 2003
Annualized Return (%) 1.33 5.78 5.91 1.15 2.56 4.24 4.76 6.52 10.59 1.76 11.97 -21.36 -3.35 11.77 16.80 -7.94 12.92 3.45 -1.38 1.59 14.02 9.62 -4.02 9.45 21.27 -20.83 16.27 15.60 12.41 14.28 36.80
Sharpe Ratio NA 0.19 0.15 -0.04 0.09 NA NA 0.48 1.45 -0.47 0.94 -1.43 -0.29 0.59 2.39 -1.10 3.15 0.38 -0.17 0.23 1.87 1.15 -0.28 0.86 1.53 -1.07 1.66 1.66 1.67 1.79 4.62
Standard Deviation(%) NA 12.50 11.61 12.12 11.26 NA NA 10.95 13.04 10.27 8.32 15.94 11.50 19.47 6.44 8.47 3.92 8.51 8.18 6.75 7.47 8.40 14.71 10.87 13.87 20.27 8.05 7.44 6.12 7.44 8.53
Draw Down(%) NA 12.44 13.37 33.48 33.48 NA NA 33.48 10.10 8.99 8.50 26.45 12.02 21.66 3.18 14.37 1.28 7.56 10.13 6.36 6.28 8.49 15.30 8.66 14.72 32.92 5.85 9.48 4.33 6.78 5.70
Yield(%) 0.00 0.96 0.63 0.50 2.59 3.61 4.32 6.22 0.00 1.03 0.88 0.00 0.66 0.07 5.95 4.43 4.96 1.65 8.68 9.15 5.98 0.93 2.57 0.98 1.78 3.54 7.56 7.86 9.89 4.36 4.72
Data as of 07/02/2025, AR inception is 01/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRLOX (BlackRock Gbl Alloc R) -6.73%
Nov 2020 - Nov 2023
-2.51%
Sep 2017 - Sep 2022
0.99%
Oct 2013 - Oct 2023
1.74%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRLOX (BlackRock Gbl Alloc R) 23.66%
Mar 2003 - Mar 2006
18.99%
Feb 2003 - Feb 2008
10.68%
Mar 2003 - Mar 2013
8.82%
Feb 2003 - Feb 2018
Annualized Rolling Returns Comparison Chart