Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDHQX (BlackRock Total Ret Fd Cl A) | -0.35% | 5.26% | 3.79% | -0.31% | 1.26% | 2.30% | 2.89% | … | … |
Data as of 06/08/2026, Common starting date is 06/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDHQX (BlackRock Total Ret Fd Cl A) | 06/19/1996 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 5.26 | 3.79 | -0.31 | 1.26 | 2.30 | 2.89 | … | … | -0.35 | 7.88 | 1.35 | 5.64 | -14.45 | -1.45 | 4.57 | 9.54 | -1.13 | 3.76 | 3.19 | 0.03 | 7.76 | -0.50 | 9.82 | 4.21 | 9.38 | 15.85 | -11.52 | 4.45 | 3.89 | 1.77 | 3.92 | 4.59 | 9.16 | 7.11 | 9.07 | -2.80 | 7.83 | 8.18 | 6.57 |
| Sharpe Ratio | NA | 0.57 | 0.10 | -0.45 | -0.07 | NA | NA | … | … | -0.70 | 1.10 | -0.40 | 0.26 | -2.05 | -0.46 | 0.64 | 2.33 | -0.93 | 1.19 | 0.99 | 0.00 | 2.93 | -0.16 | 3.92 | 0.98 | 2.14 | 2.82 | -1.57 | 0.36 | 0.16 | -0.17 | 0.78 | 0.93 | 2.08 | 0.96 | 1.07 | -1.23 | 0.85 | 1.14 | 1.93 |
| Standard Deviation(%) | NA | 4.01 | 5.69 | 6.16 | 5.20 | NA | NA | … | … | 4.41 | 4.58 | 5.71 | 7.82 | 7.78 | 3.21 | 6.73 | 3.45 | 2.70 | 2.61 | 3.02 | 3.57 | 2.64 | 3.35 | 2.51 | 4.28 | 4.35 | 5.58 | 7.93 | 3.65 | 2.98 | 2.84 | 3.76 | 4.16 | 3.85 | 4.92 | 4.51 | 5.01 | 5.15 | 3.92 | 4.65 |
| Draw Down(%) | NA | 3.44 | 6.94 | 19.93 | 22.31 | NA | NA | … | … | 3.44 | 3.12 | 4.45 | 8.23 | 18.53 | 3.21 | 9.94 | 2.07 | 3.12 | 1.29 | 3.74 | 2.88 | 1.26 | 5.36 | 1.23 | 2.04 | 3.97 | 5.63 | 20.10 | 2.95 | 2.20 | 2.37 | 4.31 | 4.68 | 2.06 | 3.56 | 3.84 | 5.14 | 3.96 | 2.41 | 1.83 |
| Yield(%) | 0.00 | 4.10 | 4.19 | 2.99 | 2.80 | 3.10 | 3.44 | … | … | 1.35 | 4.64 | 4.42 | 3.86 | 2.25 | 1.66 | 2.13 | 3.02 | 2.88 | 2.87 | 2.51 | 3.00 | 3.63 | 3.14 | 3.77 | 3.70 | 3.97 | 5.78 | 4.97 | 4.49 | 4.29 | 3.69 | 3.20 | 3.34 | 4.36 | 5.36 | 6.58 | 5.83 | 6.01 | 6.42 | 4.03 |
Data as of 06/08/2026, Common starting date is 06/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHQX (BlackRock Total Ret Fd Cl A) |
-6.95%
Oct 2020 – Oct 2023 |
-1.69%
Jul 2020 – Jul 2025 |
0.63%
Oct 2013 – Oct 2023 |
2.15%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHQX (BlackRock Total Ret Fd Cl A) |
11.45%
Feb 2009 – Feb 2012 |
8.67%
Feb 2009 – Feb 2014 |
5.51%
Feb 2009 – Feb 2019 |
5.30%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart