Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRBPX (BlackRock Bal Cap R) | 8.44% | 19.18% | 14.55% | 4.51% | 7.67% | 7.60% | 6.40% | … | … |
Data as of 06/05/2026, Common starting date is 01/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBPX (BlackRock Bal Cap R) | 01/28/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 19.18 | 14.55 | 4.51 | 7.67 | 7.60 | 6.40 | … | … | 8.44 | 14.85 | 12.04 | 16.13 | -19.05 | 2.19 | 10.78 | 21.16 | -3.81 | 13.81 | 7.82 | -0.16 | 10.33 | 19.58 | 11.96 | 2.18 | 10.28 | 17.67 | -28.60 | 4.97 | 14.25 | 3.76 | 1.55 | 23.17 |
| Sharpe Ratio | NA | 1.66 | 1.14 | 0.13 | 0.49 | NA | NA | … | … | 1.21 | 1.19 | 1.03 | 1.47 | -1.32 | 0.15 | 0.48 | 2.63 | -0.52 | 2.97 | 0.90 | -0.02 | 1.37 | 2.54 | 1.54 | 0.15 | 0.83 | 1.11 | -1.14 | 0.18 | 1.61 | 0.23 | 0.06 | 2.42 |
| Standard Deviation(%) | NA | 8.52 | 9.24 | 11.80 | 11.89 | NA | NA | … | … | 10.52 | 10.14 | 8.14 | 8.57 | 15.53 | 14.29 | 21.71 | 7.49 | 10.10 | 4.44 | 8.46 | 9.56 | 7.55 | 7.70 | 7.81 | 14.73 | 12.28 | 15.88 | 25.92 | 10.21 | 6.76 | 6.60 | 9.15 | 10.10 |
| Draw Down(%) | NA | 6.22 | 10.69 | 33.26 | 33.26 | NA | NA | … | … | 6.22 | 10.69 | 5.08 | 8.42 | 24.79 | 12.75 | 24.60 | 3.72 | 13.04 | 1.80 | 7.67 | 7.27 | 5.15 | 5.74 | 7.32 | 15.40 | 10.75 | 18.43 | 39.23 | 6.41 | 5.58 | 4.86 | 6.11 | 5.40 |
| Yield(%) | 0.00 | 9.56 | 7.41 | 3.75 | 5.93 | 6.54 | 5.51 | … | … | 0.00 | 10.00 | 8.45 | 2.76 | 0.31 | 0.12 | 0.79 | 6.21 | 7.22 | 19.39 | 4.89 | 4.84 | 13.89 | 11.09 | 6.27 | 1.63 | 1.73 | 2.47 | 6.64 | 9.63 | 7.42 | 8.07 | 0.73 | 2.68 |
Data as of 06/05/2026, Common starting date is 01/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBPX (BlackRock Bal Cap R) |
-9.75%
Feb 2006 – Feb 2009 |
-4.99%
Feb 2004 – Feb 2009 |
4.58%
Oct 2013 – Oct 2023 |
3.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBPX (BlackRock Bal Cap R) |
17.52%
Feb 2009 – Feb 2012 |
15.49%
Feb 2009 – Feb 2014 |
11.02%
Feb 2009 – Feb 2019 |
8.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart