Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRLRX (BlackRock Lg Cap Core R) | 9.87% | 30.45% | 22.98% | 7.12% | 11.54% | 10.65% | 7.18% | … | … |
Data as of 06/05/2026, Common starting date is 01/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRLRX (BlackRock Lg Cap Core R) | 01/28/2003 | 06/05/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | 30.45 | 22.98 | 7.12 | 11.54 | 10.65 | 7.18 | … | … | 9.87 | 19.77 | 25.01 | 25.00 | -25.20 | 4.57 | 14.35 | 28.48 | -5.81 | 21.34 | 9.68 | -0.21 | 11.33 | 33.05 | 13.82 | -0.48 | 10.55 | 19.14 | -37.77 | -6.25 | 7.50 | 6.30 | 14.19 | 35.81 |
| Sharpe Ratio | NA | 2.55 | 1.41 | 0.26 | 0.40 | NA | NA | … | … | 2.16 | 0.89 | 1.64 | 1.57 | -1.04 | 0.17 | 0.40 | 2.17 | -0.42 | 0.41 | 0.66 | -0.02 | 0.89 | 2.72 | 1.01 | -0.02 | 0.51 | 0.73 | -0.99 | -0.50 | 0.29 | 0.29 | 0.89 | 2.21 |
| Standard Deviation(%) | NA | 12.28 | 15.23 | 20.28 | 25.30 | NA | NA | … | … | 14.17 | 19.02 | 13.03 | 13.69 | 25.58 | 26.30 | 34.78 | 12.43 | 17.15 | 50.27 | 14.39 | 15.84 | 12.74 | 12.13 | 13.68 | 26.52 | 20.40 | 26.14 | 38.89 | 18.75 | 14.08 | 13.93 | 14.78 | 17.34 |
| Draw Down(%) | NA | 8.69 | 19.68 | 42.79 | 42.79 | NA | NA | … | … | 8.69 | 19.68 | 8.57 | 9.97 | 30.66 | 22.02 | 34.32 | 6.74 | 20.65 | 29.71 | 13.45 | 11.82 | 9.30 | 6.66 | 12.82 | 26.25 | 18.61 | 25.87 | 50.39 | 17.76 | 12.40 | 8.30 | 12.75 | 7.40 |
| Yield(%) | 0.00 | 10.81 | 11.21 | 5.24 | 8.80 | 8.99 | 5.90 | … | … | 0.00 | 10.91 | 17.68 | 0.89 | 0.66 | 0.50 | 0.60 | 4.91 | 9.20 | 35.03 | 7.14 | 2.64 | 0.00 | 0.00 | 1.39 | 0.00 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRLRX (BlackRock Lg Cap Core R) |
-20.45%
Feb 2006 – Feb 2009 |
-9.56%
Feb 2004 – Feb 2009 |
2.01%
Jan 2006 – Jan 2016 |
3.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRLRX (BlackRock Lg Cap Core R) |
25.03%
May 2023 – May 2026 |
19.24%
Feb 2009 – Feb 2014 |
15.02%
Sep 2011 – Sep 2021 |
11.46%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart