Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MRRFX (BlackRock MdCp Val Opp R) | 5.64% | 0.24% | 4.49% | 7.46% | 5.84% | 8.03% | 6.04% | 8.23% |
Data as of 07/25/2025, AR inception is 02/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRRFX (BlackRock MdCp Val Opp R) | 02/10/2003 | 07/25/2025 |
| 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 (%) | 1.81 | 0.24 | 4.49 | 7.46 | 5.84 | 8.03 | 6.04 | 8.23 | 5.64 | -1.63 | 8.99 | -8.83 | 10.83 | 5.22 | 28.93 | -10.03 | 8.16 | 22.03 | -7.02 | 6.41 | 32.68 | 12.85 | -1.03 | 25.22 | 34.76 | -36.23 | 3.31 | 0.50 | 13.55 | 17.45 | 41.44 |
| Sharpe Ratio | NA | -0.16 | 0.07 | 0.30 | 0.22 | NA | NA | 0.33 | 0.36 | -0.57 | 0.34 | -0.46 | 0.63 | 0.12 | 2.14 | -0.75 | 0.77 | 1.26 | -0.44 | 0.49 | 2.52 | 0.78 | -0.04 | 1.20 | 1.17 | -0.89 | 0.02 | -0.16 | 0.98 | 1.26 | 2.92 |
| Standard Deviation(%) | NA | 18.56 | 16.73 | 17.91 | 20.00 | NA | NA | 20.71 | 20.10 | 14.35 | 14.13 | 22.17 | 17.22 | 40.32 | 12.87 | 15.16 | 9.85 | 17.26 | 15.92 | 13.02 | 12.98 | 16.45 | 28.29 | 20.89 | 29.52 | 41.68 | 15.86 | 17.13 | 11.66 | 13.15 | 16.03 |
| Draw Down(%) | NA | 23.44 | 23.44 | 27.59 | 42.09 | NA | NA | 55.95 | 16.05 | 13.63 | 12.91 | 23.17 | 15.50 | 42.09 | 7.56 | 21.77 | 7.51 | 12.72 | 13.76 | 12.91 | 6.14 | 13.69 | 25.58 | 17.58 | 26.10 | 51.46 | 15.18 | 12.80 | 7.48 | 10.25 | 5.25 |
| Yield(%) | 0.00 | 1.23 | 1.63 | 1.56 | 5.43 | 7.77 | 5.79 | 9.21 | 0.00 | 2.04 | 1.88 | 0.75 | 0.83 | 1.20 | 5.45 | 7.98 | 22.06 | 6.69 | 13.76 | 15.16 | 7.94 | 0.00 | 0.00 | 0.00 | 0.01 | 0.78 | 18.51 | 4.19 | 22.15 | 0.79 | 0.00 |
Data as of 07/25/2025, AR inception is 02/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRRFX (BlackRock MdCp Val Opp R) |
-19.06%
Feb 2006 - Feb 2009 |
-7.06%
Feb 2004 - Feb 2009 |
3.61%
Jan 2006 - Jan 2016 |
4.77%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRRFX (BlackRock MdCp Val Opp R) |
29.86%
Feb 2009 - Feb 2012 |
25.11%
Feb 2009 - Feb 2014 |
14.70%
Feb 2009 - Feb 2019 |
11.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart