Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSDVX (BlackRock Equity Dividend Svc) | 7.92% | 23.06% | 16.31% | 4.41% | 7.45% | 8.24% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSDVX (BlackRock Equity Dividend Svc) | 10/06/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 23.06 | 16.31 | 4.41 | 7.45 | 8.24 | NA | … | … | 7.92 | 21.39 | 9.33 | 12.30 | -14.57 | 8.02 | -1.10 | 27.15 | -7.44 | 6.86 | 15.99 | -0.70 | 8.86 | 24.34 | 11.85 | 5.63 | 12.54 | 21.88 | -32.72 | 14.44 | 4.55 |
| Sharpe Ratio | NA | 1.80 | 1.05 | 0.12 | 0.34 | NA | NA | … | … | 1.28 | 1.24 | 0.58 | 0.73 | -0.77 | 0.49 | -0.04 | 2.34 | -0.61 | 0.47 | 1.19 | -0.05 | 0.83 | 2.39 | 1.07 | 0.27 | 0.73 | 0.90 | -0.95 | 0.71 | 2.16 |
| Standard Deviation(%) | NA | 11.32 | 12.38 | 15.28 | 17.24 | NA | NA | … | … | 13.29 | 15.04 | 9.91 | 12.03 | 20.83 | 16.46 | 33.83 | 10.95 | 14.50 | 13.16 | 13.21 | 14.83 | 10.61 | 10.16 | 11.15 | 20.74 | 17.02 | 24.13 | 35.40 | 15.92 | 8.25 |
| Draw Down(%) | NA | 8.98 | 13.19 | 28.60 | 35.96 | NA | NA | … | … | 8.98 | 13.12 | 7.38 | 10.45 | 24.08 | 15.31 | 35.96 | 6.04 | 17.98 | 9.94 | 10.17 | 11.57 | 7.75 | 5.38 | 8.53 | 15.98 | 13.91 | 25.18 | 42.52 | 9.89 | 2.34 |
| Yield(%) | 0.00 | 10.05 | 9.65 | 4.89 | 6.65 | 7.72 | 6.49 | … | … | 0.00 | 11.05 | 10.77 | 7.13 | 1.18 | 1.21 | 1.52 | 14.40 | 11.24 | 5.81 | 8.45 | 15.18 | 6.26 | 2.02 | 2.25 | 2.06 | 1.59 | 2.07 | 1.78 | 3.42 | 0.60 |
Data as of 06/05/2026, Common starting date is 10/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDVX (BlackRock Equity Dividend Svc) |
-7.98%
Jun 2007 – Jun 2010 |
0.33%
May 2007 – May 2012 |
4.29%
Oct 2013 – Oct 2023 |
3.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDVX (BlackRock Equity Dividend Svc) |
22.80%
Feb 2009 – Feb 2012 |
19.28%
Feb 2009 – Feb 2014 |
12.71%
Feb 2009 – Feb 2019 |
9.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart