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MRLOX: BlackRock Gbl Alloc R (MUTUAL FUND)
Basic Info 19.6 0.45(2.24%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 01/28/2003 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 9.58% |
| Expenses | 0.84% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -1.7 | 5.5 | 16.9 | 13.3 | 1.7 | 4.9 | 4.3 | 4.9 | 7.0 | 18.9 | 8.6 | 12.0 | -21.4 | -3.4 | 11.8 | 16.8 | -7.9 | 12.9 | 3.4 | -1.4 | 1.6 | 14.0 | 9.6 | -4.0 | 9.5 | 21.3 | -20.8 | 16.3 | 15.6 | 12.4 | 14.3 | 36.8 |
| Sharpe Ratio | NA | 0.87 | 1.44 | 1.02 | -0.08 | 0.29 | NA | NA | 0.53 | 1.53 | 0.57 | 1.01 | -1.43 | -0.29 | 0.59 | 2.38 | -1.1 | 3.14 | 0.38 | -0.17 | 0.23 | 1.87 | 1.15 | -0.28 | 0.86 | 1.53 | -1.07 | 1.64 | 1.64 | 1.66 | 1.79 | 4.62 |
| Draw Down(%) | NA | 8.4 | 8.4 | 10.1 | 33.5 | 33.5 | NA | NA | 33.5 | 10.1 | 5.7 | 8.5 | 26.4 | 12.0 | 21.7 | 3.2 | 14.4 | 1.3 | 7.6 | 10.1 | 6.4 | 6.3 | 8.5 | 15.3 | 8.7 | 14.7 | 32.9 | 5.8 | 9.5 | 4.3 | 6.8 | 5.7 |
| Standard Deviation(%) | NA | 12.3 | 9.9 | 9.9 | 11.6 | 11.2 | NA | NA | 10.9 | 10.5 | 8.8 | 8.3 | 15.9 | 11.5 | 19.5 | 6.4 | 8.5 | 3.9 | 8.5 | 8.2 | 6.8 | 7.5 | 8.4 | 14.7 | 10.9 | 13.9 | 20.3 | 8.1 | 7.4 | 6.1 | 7.4 | 8.5 |
| Treynor Ratio | NA | 0.11 | 0.14 | 0.11 | -0.01 | 0.03 | NA | NA | 0.06 | 0.16 | 0.07 | 0.08 | -0.23 | -0.03 | 0.12 | 0.17 | -0.09 | 0.12 | 0.03 | -0.01 | 0.02 | 0.14 | 0.1 | -0.04 | 0.09 | 0.21 | -0.22 | 0.13 | 0.12 | 0.1 | 0.13 | 0.4 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | -0.04 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 0.91 | 0.96 | 0.96 | NA | NA | 0.98 | 0.98 | 0.75 | 0.99 | 0.98 | 1.01 | 0.96 | 0.93 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 |
| RSquared | NA | 1.0 | 0.99 | 0.91 | 0.83 | 0.85 | NA | NA | 0.93 | 0.97 | 0.75 | 0.98 | 0.84 | 0.64 | 0.85 | 0.71 | 0.97 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.3 | 7.9 | 0.9 | 0.0 | 0.7 | 0.1 | 6.0 | 4.4 | 5.0 | 1.6 | 8.7 | 9.1 | 6.0 | 0.9 | 2.6 | 1.0 | 1.8 | 3.5 | 7.6 | 7.9 | 9.9 | 4.4 | 4.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 33.1 | 883.7 | N/A | -100.0 | 930.8 | -98.7 | 17.0 | -3.3 | 210.4 | -83.1 | -11.9 | 61.9 | 596.4 | -65.9 | 181.5 | -34.0 | -61.7 | -49.0 | 1.7 | -17.0 | 146.7 | 22.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2003
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