Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDLVX (BlackRock Lg Cap Value A) | 15.00% | 31.64% | 20.06% | 11.21% | 12.21% | 11.05% | 8.22% | … | … |
Data as of 06/08/2026, Common starting date is 12/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDLVX (BlackRock Lg Cap Value A) | 12/13/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 31.64 | 20.06 | 11.21 | 12.21 | 11.05 | 8.22 | … | … | 15.00 | 18.11 | 15.08 | 13.43 | -8.89 | 26.20 | 3.63 | 24.38 | -7.96 | 17.24 | 13.49 | -2.07 | 11.59 | 32.73 | 12.47 | -2.97 | 10.39 | 14.13 | -35.63 | 4.68 | 15.79 | 9.68 | 14.68 | 32.87 | -12.10 | -0.43 | 2.59 |
| Sharpe Ratio | NA | 2.71 | 1.33 | 0.57 | 0.61 | NA | NA | … | … | 2.76 | 0.97 | 1.06 | 0.76 | -0.51 | 1.98 | 0.09 | 2.01 | -0.61 | 2.04 | 0.88 | -0.13 | 0.95 | 2.68 | 0.90 | -0.11 | 0.48 | 0.51 | -0.90 | 0.09 | 0.99 | 0.53 | 0.93 | 1.97 | -0.61 | -0.19 | 3.20 |
| Standard Deviation(%) | NA | 10.91 | 12.92 | 14.88 | 17.41 | NA | NA | … | … | 12.46 | 15.78 | 10.78 | 13.00 | 20.43 | 13.19 | 36.26 | 11.37 | 15.38 | 8.18 | 15.06 | 15.88 | 12.18 | 12.20 | 13.93 | 27.18 | 21.45 | 27.50 | 40.33 | 16.92 | 12.51 | 13.95 | 14.68 | 16.30 | 21.74 | 15.84 | 23.56 |
| Draw Down(%) | NA | 6.54 | 15.99 | 19.87 | 37.11 | NA | NA | … | … | 6.54 | 14.88 | 7.16 | 10.23 | 19.87 | 5.78 | 37.11 | 7.00 | 18.76 | 4.86 | 13.48 | 12.52 | 9.43 | 6.41 | 13.39 | 27.38 | 18.15 | 28.57 | 49.79 | 12.29 | 10.41 | 9.07 | 9.72 | 12.10 | 26.51 | 17.38 | 2.57 |
| Yield(%) | 0.00 | 9.71 | 9.83 | 8.65 | 8.97 | 9.05 | 6.67 | … | … | 0.00 | 10.02 | 14.58 | 2.97 | 5.03 | 19.13 | 1.52 | 4.49 | 10.56 | 1.93 | 1.21 | 0.69 | 0.84 | 0.00 | 2.21 | 0.62 | 0.76 | 0.95 | 0.49 | 7.09 | 3.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 |
Data as of 06/08/2026, Common starting date is 12/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDLVX (BlackRock Lg Cap Value A) |
-15.39%
Feb 2006 – Feb 2009 |
-5.84%
Feb 2004 – Feb 2009 |
2.75%
May 2002 – May 2012 |
4.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDLVX (BlackRock Lg Cap Value A) |
22.67%
Mar 2003 – Mar 2006 |
17.85%
Feb 2009 – Feb 2014 |
13.01%
Sep 2011 – Sep 2021 |
11.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart