Nasdaq - Delayed Quote • USD
BlackRock Global Allocation Instl (MALOX)
As of 8:48 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.99% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 27 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 2.17% |
| 5y Average Return | 6.21% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MALOX | Category Average | MALOX | Category Average | MALOX | Category Average | |
| Alpha | -1.1 | -0.04 | 0.68 | -0.03 | -0.58 | -0.03 |
| BETA | 0.96 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.19 | 0.01 | 0.64 | 0.01 | 0.47 | 0.01 |
| R-squared | 97.3 | 0.89 | 96.99 | 0.89 | 96.08 | 0.89 |
| Standard Deviation | 12.05 | 0.13 | 12.59 | 0.11 | 10.1 | 0.1 |
| Sharpe Ratio | -0.06 | 0.01 | 0.44 | 0.01 | 0.42 | 0.01 |
| Treynor Ratio | -1.49 | 0.06 | 4.97 | 0.06 | 3.81 | 0.05 |
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