Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSDVX (BlackRock Equity Dividend Svc) | 11.25% | 4.85% | 3.52% | 4.86% | 4.90% | 7.53% | NA | 5.88% |
Data as of 07/08/2025, AR inception is 10/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSDVX (BlackRock Equity Dividend Svc) | 10/06/2006 | 07/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 4.85 | 3.52 | 4.86 | 4.90 | 7.53 | NA | 5.88 | 11.25 | 0.84 | 6.81 | -14.57 | 8.02 | -1.10 | 27.15 | -7.44 | 6.86 | 15.99 | -0.70 | 8.86 | 24.34 | 11.85 | 5.63 | 12.54 | 21.88 | -32.72 | 14.44 | 4.55 |
| Sharpe Ratio | NA | 0.15 | 0.03 | 0.18 | 0.19 | NA | NA | 0.25 | 1.21 | -0.48 | 0.21 | -0.77 | 0.49 | -0.04 | 2.35 | -0.61 | 0.48 | 1.20 | -0.05 | 0.83 | 2.39 | 1.07 | 0.27 | 0.73 | 0.90 | -0.95 | 0.72 | 2.18 |
| Standard Deviation(%) | NA | 16.98 | 15.59 | 16.31 | 17.76 | NA | NA | 18.48 | 19.00 | 11.98 | 12.47 | 20.83 | 16.46 | 33.83 | 10.95 | 14.50 | 13.16 | 13.21 | 14.83 | 10.61 | 10.16 | 11.15 | 20.74 | 17.02 | 24.13 | 35.40 | 15.92 | 8.25 |
| Draw Down(%) | NA | 17.20 | 17.20 | 28.60 | 35.96 | NA | NA | 50.18 | 13.12 | 11.66 | 11.26 | 24.08 | 15.31 | 35.96 | 6.04 | 17.98 | 9.94 | 10.17 | 11.57 | 7.75 | 5.38 | 8.53 | 15.98 | 13.91 | 25.18 | 42.52 | 9.89 | 2.34 |
| Yield(%) | 0.00 | 1.96 | 1.73 | 1.76 | 5.61 | 7.33 | 5.17 | 5.75 | 0.36 | 2.16 | 1.93 | 1.18 | 1.21 | 1.52 | 14.40 | 11.24 | 5.81 | 8.45 | 15.18 | 6.26 | 2.02 | 2.25 | 2.06 | 1.59 | 2.07 | 1.78 | 3.42 | 0.60 |
Data as of 07/08/2025, AR inception is 10/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDVX (BlackRock Equity Dividend Svc) |
-7.98%
Jun 2007 - Jun 2010 |
-0.34%
Dec 2019 - Dec 2024 |
3.60%
Dec 2014 - Dec 2024 |
3.96%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDVX (BlackRock Equity Dividend Svc) |
22.80%
Feb 2009 - Feb 2012 |
19.28%
Feb 2009 - Feb 2014 |
12.71%
Feb 2009 - Feb 2019 |
9.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart