Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRLVX (BlackRock Lg Cap Value R) | 16.52% | 34.24% | 20.94% | 6.58% | 9.79% | 9.28% | 6.79% | … | … |
Data as of 06/04/2026, Common starting date is 01/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRLVX (BlackRock Lg Cap Value R) | 01/28/2003 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 34.24 | 20.94 | 6.58 | 9.79 | 9.28 | 6.79 | … | … | 16.52 | 17.81 | 14.82 | 13.17 | -13.34 | 6.77 | 3.37 | 24.10 | -8.22 | 16.93 | 13.17 | -2.29 | 11.29 | 32.33 | 12.05 | -3.24 | 10.06 | 13.76 | -35.87 | 4.35 | 15.53 | 14.55 | 19.47 | 36.62 |
| Sharpe Ratio | NA | 2.81 | 1.39 | 0.24 | 0.44 | NA | NA | … | … | 3.06 | 0.95 | 1.05 | 0.74 | -0.70 | 0.36 | 0.09 | 1.99 | -0.63 | 2.01 | 0.86 | -0.15 | 0.93 | 2.65 | 0.87 | -0.12 | 0.47 | 0.50 | -0.91 | 0.07 | 0.97 | 0.93 | 1.36 | 2.43 |
| Standard Deviation(%) | NA | 10.58 | 12.87 | 16.24 | 18.04 | NA | NA | … | … | 12.19 | 15.70 | 10.71 | 13.02 | 21.25 | 18.94 | 36.37 | 11.38 | 15.41 | 8.11 | 15.10 | 15.89 | 12.17 | 12.21 | 13.94 | 27.20 | 21.43 | 27.52 | 40.29 | 16.95 | 12.53 | 13.29 | 13.63 | 16.14 |
| Draw Down(%) | NA | 6.56 | 16.26 | 31.67 | 37.16 | NA | NA | … | … | 6.56 | 14.88 | 7.39 | 10.27 | 23.70 | 16.98 | 37.16 | 7.01 | 18.92 | 4.85 | 13.52 | 12.56 | 9.48 | 6.47 | 13.59 | 27.44 | 18.23 | 28.52 | 49.98 | 12.33 | 10.47 | 9.15 | 9.77 | 6.51 |
| Yield(%) | 0.00 | 10.19 | 10.26 | 5.07 | 6.14 | 6.13 | 4.63 | … | … | 0.00 | 10.43 | 15.14 | 2.87 | 1.16 | 1.13 | 1.27 | 4.22 | 10.66 | 1.67 | 0.90 | 0.43 | 0.54 | 0.00 | 1.81 | 0.35 | 0.42 | 0.76 | 0.34 | 7.10 | 3.68 | 5.32 | 5.02 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MRLVX (BlackRock Lg Cap Value R) |
-15.65%
Feb 2006 – Feb 2009 |
-6.12%
May 2007 – May 2012 |
2.89%
Jan 2006 – Jan 2016 |
3.03%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRLVX (BlackRock Lg Cap Value R) |
26.18%
Mar 2003 – Mar 2006 |
17.48%
Feb 2009 – Feb 2014 |
12.61%
Feb 2009 – Feb 2019 |
9.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart