Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDRFX (BlackRock Mid Cap Value Opps Inv A) | 4.89% | 1.66% | 5.45% | 9.08% | 6.28% | 9.36% | 5.83% | 5.86% |
Data as of 06/30/2025, AR inception is 04/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDRFX (BlackRock Mid Cap Value Opps Inv A) | 04/05/1999 | 06/30/2025 |
| 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 1.66 | 5.45 | 9.08 | 6.28 | 9.36 | 5.83 | 5.86 | 4.89 | 0.60 | 9.82 | -7.80 | 13.38 | 6.08 | 29.27 | -9.79 | 8.51 | 22.37 | -6.75 | 6.69 | 33.15 | 13.21 | -0.59 | 25.68 | 35.28 | -35.82 | 3.69 | 1.16 | -7.53 | 17.04 | 34.02 | -26.72 | 20.10 | -0.89 | 2.39 |
| Sharpe Ratio | NA | -0.27 | 0.10 | 0.35 | 0.22 | NA | NA | 0.21 | 0.10 | -0.44 | 0.40 | -0.42 | 0.81 | 0.14 | 2.17 | -0.73 | 0.80 | 1.29 | -0.43 | 0.51 | 2.54 | 0.81 | -0.02 | 1.22 | 1.19 | -0.88 | 0.04 | -0.13 | -0.47 | 1.22 | 2.00 | -1.13 | 0.87 | -0.23 | -0.01 |
| Standard Deviation(%) | NA | 18.34 | 16.88 | 17.81 | 19.84 | NA | NA | 20.97 | 21.29 | 13.51 | 14.06 | 21.94 | 16.51 | 40.32 | 12.85 | 15.17 | 9.85 | 17.24 | 15.92 | 13.02 | 13.02 | 16.43 | 28.19 | 20.90 | 29.54 | 41.59 | 15.80 | 16.90 | 20.65 | 13.19 | 16.65 | 24.69 | 20.82 | 22.10 | 12.85 |
| Draw Down(%) | NA | 22.34 | 22.34 | 25.22 | 42.08 | NA | NA | 56.73 | 16.01 | 12.46 | 12.84 | 22.42 | 13.64 | 42.08 | 7.58 | 21.69 | 7.47 | 12.67 | 13.69 | 12.85 | 6.09 | 13.64 | 25.40 | 17.51 | 26.05 | 51.26 | 15.08 | 12.51 | 16.82 | 10.21 | 12.69 | 39.21 | 24.25 | 14.65 | 14.17 |
| Yield(%) | 0.00 | 1.74 | 1.51 | 1.68 | 5.15 | 8.26 | 4.98 | 5.43 | 0.00 | 1.81 | 1.68 | 0.79 | 0.90 | 1.49 | 4.88 | 7.10 | 19.90 | 6.30 | 12.78 | 14.33 | 7.74 | 0.38 | 0.40 | 0.00 | 0.38 | 0.77 | 17.78 | 4.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/30/2025, AR inception is 04/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDRFX (BlackRock Mid Cap Value Opps Inv A) |
-18.57%
Feb 2006 - Feb 2009 |
-10.55%
Feb 2004 - Feb 2009 |
-1.68%
Jun 1999 - Jun 2009 |
3.70%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDRFX (BlackRock Mid Cap Value Opps Inv A) |
30.32%
Feb 2009 - Feb 2012 |
25.55%
Feb 2009 - Feb 2014 |
15.06%
Feb 2009 - Feb 2019 |
12.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart