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Nasdaq - Delayed Quote USD
BlackRock Balanced Investor A (MDCPX)
24.37
-1.01
(-3.98%)
At close: 8:03:55 PM EDT
Fund Summary
The fund invests in a combination of equity securities, fixed-income securities and derivatives. The proportion the fund invests in each category at any given time depends on fund management’s view of how attractive that category appears relative to the others. The advisor intends to invest at least 25% of its assets in equity securities and at least 25% of its assets in senior fixed-income securities, such as U.S. government debt securities, corporate debt securities, and mortgage-backed and asset-backed securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.57% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 25 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -1.48% |
| 5y Average Return | 11.39% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MDCPX | Category Average | MDCPX | Category Average | MDCPX | Category Average | |
| Alpha | 1.65 | -0.01 | 2.09 | -0.01 | 1.57 | -0 |
| BETA | 1.01 | 0.01 | 1.04 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 0.52 | 0.01 | 0.96 | 0.01 | 0.68 | 0.01 |
| R-squared | 97.48 | 0.93 | 95.68 | 0.92 | 94.53 | 0.92 |
| Standard Deviation | 12.81 | 0.13 | 12.33 | 0.1 | 10.84 | 0.09 |
| Sharpe Ratio | 0.13 | 0.01 | 0.7 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 0.94 | 0.09 | 8.16 | 0.09 | 5.66 | 0.07 |
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