Nasdaq - Delayed Quote USD

BlackRock Global Allocation R (MRLOX)

17.70
+0.01
+(0.06%)
At close: May 9 at 8:04:20 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.03%
5y Average Return 7.08%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (May 9, 2025) 20.43%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 20.43%
Worst 3Y Total Return -0.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRLOX
Category
YTD
2.21%
0.00%
1-Month
2.39%
0.00%
3-Month
-0.51%
0.00%
1-Year
9.69%
0.00%
3-Year
5.65%
0.00%
5-Year
7.00%
0.00%
10-Year
4.64%
0.00%
Last Bull Market
10.20%
0.00%
Last Bear Market
-10.34%
0.00%

Annual Total Return (%) History

Year
MRLOX
Category
2025
--
--
2024
8.58%
--
2023
11.96%
--
2022
-16.36%
--
2021
6.05%
--
2020
20.43%
--
2019
16.79%
--
2018
-7.92%
--

2017
12.95%
--
2016
3.44%
--
2015
-1.42%
--
2014
1.52%
--
2013
14.03%
--
2012
9.62%
--
2011
-4.01%
--
2010
9.45%
--
2009
21.26%
--
2008
-20.83%
--
2007
16.33%
--
2006
15.60%
--
2005
10.08%
--
2004
13.94%
--
2003
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.17% -- -- --
2024 5.16% 0.73% 4.79% -2.19%
2023 3.71% 2.83% -4.34% 9.74%
2022 -6.86% -10.34% -5.58% 6.08%
2021 1.57% 4.65% -2.40% 2.22%
2020 -12.47% 14.50% 7.52% 11.76%
2019 7.36% 2.66% 0.19% 5.76%
2018 -0.53% -1.29% 1.40% -7.51%
2017 4.37% 2.87% 2.84% 2.29%
2016 -0.59% 0.53% 3.75% -0.24%

2015 2.63% 0.10% -6.63% 2.77%
2014 0.44% 2.95% -1.13% -0.70%
2013 4.14% -0.05% 4.45% 4.88%
2012 8.03% -4.37% 4.71% 1.34%
2011 3.40% -0.15% -10.87% 4.31%
2010 1.56% -6.24% 8.75% 5.70%
2009 -5.37% 12.00% 10.89% 3.18%
2008 -1.82% -0.37% -12.25% -7.76%
2007 2.03% 5.59% 5.47% 2.37%
2006 6.06% 0.40% 2.60% 5.81%
2005 0.62% 0.49% 6.34% 2.37%
2004 3.26% 0.07% 0.91% 9.27%
2003 18.26% 5.54% 11.20% --

Rank in Category (By Total Return)

YTD 29
1-Month 3
3-Month 32
1-Year 26
3-Year 55
5-Year 70

Load Adjusted Returns

1-Year 9.69%
3-Year 5.65%
5-Year 7.00%
10-Year 4.64%

Performance & Risk

YTD Return 3.03%
5y Average Return 7.08%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family BlackRock
Net Assets 15.93B
YTD Return 2.21%
Yield 0.93%
Morningstar Rating
Inception Date Jan 03, 2003

Fund Summary

The fund invests in a portfolio of equity, debt and money market securities. Generally, the fund's portfolio will include both equity and debt securities. It may invest up to 35% of its total assets in "junk bonds," corporate loans and distressed securities. The fund may also invest in Real Estate Investment Trusts ("REITs") and securities related to real assets (like real estate- or precious metals-related securities) such as stock, bonds or convertible bonds issued by REITs or companies that mine precious metals.

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