Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDDVX (BlackRock Equity Dividend Inv A) | 7.92% | 23.14% | 16.39% | 4.48% | 7.50% | 8.29% | 7.12% | … | … |
Data as of 06/05/2026, Common starting date is 12/14/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDDVX (BlackRock Equity Dividend Inv A) | 12/14/1994 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 23.14 | 16.39 | 4.48 | 7.50 | 8.29 | 7.12 | … | … | 7.92 | 21.42 | 9.47 | 12.39 | -14.50 | 8.10 | -1.11 | 27.30 | -7.42 | 6.82 | 16.03 | -0.67 | 8.96 | 24.35 | 11.92 | 5.61 | 12.47 | 21.91 | -32.79 | 14.50 | 18.97 | 12.31 | 15.24 | 25.94 | -10.79 | -4.29 | 11.50 | 2.56 | 14.65 | 28.21 | 18.80 | 17.70 | -6.72 |
| Sharpe Ratio | NA | 1.81 | 1.06 | 0.12 | 0.34 | NA | NA | … | … | 1.27 | 1.24 | 0.59 | 0.74 | -0.76 | 0.49 | -0.04 | 2.35 | -0.61 | 0.47 | 1.20 | -0.05 | 0.84 | 2.40 | 1.08 | 0.27 | 0.73 | 0.90 | -0.95 | 0.72 | 1.55 | 0.96 | 1.42 | 2.39 | -0.68 | -0.55 | 0.42 | -0.07 | 0.91 | 1.85 | 1.65 | 1.23 | -2.32 |
| Standard Deviation(%) | NA | 11.31 | 12.37 | 15.30 | 17.25 | NA | NA | … | … | 13.33 | 15.01 | 9.95 | 11.97 | 20.92 | 16.48 | 33.84 | 10.99 | 14.50 | 13.16 | 13.20 | 14.89 | 10.64 | 10.15 | 11.12 | 20.69 | 17.00 | 24.16 | 35.43 | 15.89 | 10.08 | 10.49 | 10.07 | 10.56 | 17.48 | 12.58 | 17.13 | 11.88 | 12.33 | 13.22 | 9.10 | 11.18 | 36.10 |
| Draw Down(%) | NA | 9.02 | 13.13 | 28.53 | 35.93 | NA | NA | … | … | 9.02 | 13.07 | 7.37 | 10.38 | 24.09 | 15.25 | 35.93 | 5.99 | 17.96 | 9.93 | 10.12 | 11.52 | 7.77 | 5.37 | 8.52 | 15.93 | 13.96 | 25.24 | 42.55 | 9.89 | 9.15 | 7.45 | 6.76 | 10.73 | 25.31 | 16.54 | 14.46 | 9.90 | 12.71 | 8.54 | 5.33 | 10.29 | 7.15 |
| Yield(%) | 0.00 | 10.07 | 9.71 | 4.94 | 6.69 | 7.77 | 6.80 | … | … | 0.00 | 11.07 | 10.84 | 7.21 | 1.25 | 1.29 | 1.60 | 14.43 | 11.25 | 5.78 | 8.49 | 15.29 | 6.31 | 2.05 | 2.28 | 1.97 | 1.58 | 2.01 | 1.74 | 3.34 | 3.62 | 1.89 | 1.65 | 1.40 | 1.98 | 5.10 | 13.41 | 6.76 | 19.41 | 12.42 | 14.06 | 3.44 | 0.87 |
Data as of 06/05/2026, Common starting date is 12/14/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDDVX (BlackRock Equity Dividend Inv A) |
-10.14%
Feb 2006 – Feb 2009 |
-0.72%
Feb 2004 – Feb 2009 |
2.23%
Feb 1999 – Feb 2009 |
3.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDDVX (BlackRock Equity Dividend Inv A) |
22.78%
Feb 2009 – Feb 2012 |
19.28%
Feb 2009 – Feb 2014 |
12.74%
Feb 2009 – Feb 2019 |
10.28%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart