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BlackRock Global Allocation Inv A (MDLOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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19.22

+0.05

(+0.26%)

At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return4.87%

5-Year Average Return7.04%

Number of Years Up23

Number of Years Down6

Best 1 Yr Total Return (May 30, 2024)21.64%

Worst 1 Yr Total Return (May 30, 2024)N/A

Best 3-Yr Total Return21.64%

Worst 3-Yr Total Return0.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.

ReturnMDLOXCategory

YTD1.31%8.60%

1-Month-3.74%0.11%

3-Month1.42%4.82%

1-Year8.80%25.33%

3-Year-1.13%8.02%

5-Year5.71%8.06%

10-Year4.58%6.03%

Last Bull Market17.37%13.54%

Last Bear Market-10.26%-13.20%

Annual Total Return (%) History

Year

MDLOXCategory

2024

N/AN/A

2023

12.34%N/A

2022

-16.05%N/A

2021

6.45%N/A

2020

20.79%6.18%

2019

17.21%16.10%

2018

-7.63%-8.26%

2017

13.32%14.79%

2016

3.75%6.04%

2015

-1.05%-4.15%

2014

1.87%1.54%

2013

14.43%10.07%

2012

10.01%10.74%

2011

-3.71%-3.99%

2010

9.85%10.58%

2009

21.64%24.37%

2008

-20.56%-28.98%

2007

16.71%11.39%

2006

15.94%16.61%

2005

10.33%6.56%

2004

14.27%15.24%

2003

35.98%25.32%

2002

-7.96%-2.16%

2001

1.88%-3.23%

2000

8.57%0.23%

1999

27.43%21.83%

1998

0.37%9.68%

1997

11.12%13.17%

1996

15.96%14.59%

1995

23.29%16.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

20245.25%N/AN/AN/A

20233.77%2.93%-4.25%9.85%

2022-6.78%-10.26%-5.43%6.13%

20211.67%4.75%-2.36%2.37%

2020-12.44%14.63%7.59%11.86%

20197.40%2.80%0.29%5.86%

2018-0.46%-1.22%1.50%-7.44%

20174.40%3.00%2.92%2.39%

2016-0.56%0.68%3.75%-0.12%

20152.68%0.20%-6.50%2.86%

20140.56%2.98%-1.02%-0.61%

20134.26%0.05%4.50%4.98%

20128.09%-4.28%4.84%1.42%

20113.45%0.00%-10.87%4.44%

20101.62%-6.16%8.90%5.78%

2009-5.28%12.06%10.95%3.29%

2008-1.77%-0.26%-12.18%-7.68%

20072.04%5.72%5.55%2.50%

20066.16%0.45%2.66%5.92%

20050.67%0.60%6.32%2.47%

20043.34%0.13%0.98%9.37%

2003-1.93%18.05%5.57%11.25%

20023.43%-5.65%-14.26%10.00%

2001-0.69%4.61%-9.70%8.60%

20001.28%2.04%1.70%3.29%

19996.51%12.37%-0.28%6.77%

19988.35%-2.74%-13.04%9.53%

19971.51%7.38%4.37%-2.33%

19963.68%3.41%3.09%4.92%

19951.39%9.39%6.18%4.68%

Rank In Category (By Total Return)

YTD50

1-Month88

3-Month55

1-Year39

3-Year81

5-Year23

Load Adjusted Returns

1-Year3.08%

3-Year-2.89%

5-Year4.58%

10-Year4.02%