MALOX vs. WMRIX
Compare and contrast key facts about BlackRock Global Allocation Fund (MALOX) and Wilmington Real Asset Fund (WMRIX).
MALOX is managed by BlackRock. It was launched on Feb 2, 1989. WMRIX is managed by Wilmington Funds. It was launched on Jun 30, 2003.
Performance
MALOX vs. WMRIX - Performance Comparison
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MALOX vs. WMRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MALOX BlackRock Global Allocation Fund | -4.22% | 19.63% | 9.23% | 12.63% | -15.86% | 6.69% | 24.93% | 17.56% | -7.40% | 13.59% |
WMRIX Wilmington Real Asset Fund | 10.27% | 12.79% | 2.57% | 1.12% | -8.03% | 21.49% | -2.19% | 16.85% | -7.21% | 11.81% |
Returns By Period
In the year-to-date period, MALOX achieves a -4.22% return, which is significantly lower than WMRIX's 10.27% return. Over the past 10 years, MALOX has outperformed WMRIX with an annualized return of 7.45%, while WMRIX has yielded a comparatively lower 5.44% annualized return.
MALOX
- 1D
- -0.26%
- 1M
- -8.05%
- YTD
- -4.22%
- 6M
- -1.11%
- 1Y
- 14.65%
- 3Y*
- 10.72%
- 5Y*
- 4.46%
- 10Y*
- 7.45%
WMRIX
- 1D
- 0.19%
- 1M
- -1.54%
- YTD
- 10.27%
- 6M
- 12.47%
- 1Y
- 17.95%
- 3Y*
- 9.54%
- 5Y*
- 6.81%
- 10Y*
- 5.44%
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MALOX vs. WMRIX - Expense Ratio Comparison
MALOX has a 0.81% expense ratio, which is higher than WMRIX's 0.64% expense ratio.
Return for Risk
MALOX vs. WMRIX — Risk / Return Rank
MALOX
WMRIX
MALOX vs. WMRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Allocation Fund (MALOX) and Wilmington Real Asset Fund (WMRIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MALOX | WMRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.63 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.95 | 2.12 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.86 | -0.21 |
Martin ratioReturn relative to average drawdown | 7.32 | 10.31 | -3.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MALOX | WMRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.63 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.59 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.44 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.54 | +0.37 |
Correlation
The correlation between MALOX and WMRIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MALOX vs. WMRIX - Dividend Comparison
MALOX's dividend yield for the trailing twelve months is around 9.62%, more than WMRIX's 6.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MALOX BlackRock Global Allocation Fund | 9.62% | 9.22% | 7.68% | 1.54% | 6.01% | 10.32% | 10.15% | 5.68% | 5.50% | 4.81% | 2.10% | 9.86% |
WMRIX Wilmington Real Asset Fund | 6.49% | 7.15% | 1.02% | 3.51% | 6.07% | 9.29% | 1.99% | 3.03% | 2.84% | 2.73% | 0.00% | 5.31% |
Drawdowns
MALOX vs. WMRIX - Drawdown Comparison
The maximum MALOX drawdown since its inception was -32.83%, smaller than the maximum WMRIX drawdown of -37.84%. Use the drawdown chart below to compare losses from any high point for MALOX and WMRIX.
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Drawdown Indicators
| MALOX | WMRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.83% | -37.84% | +5.01% |
Max Drawdown (1Y)Largest decline over 1 year | -8.31% | -9.91% | +1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -22.76% | -22.03% | -0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -22.76% | -31.27% | +8.51% |
Current DrawdownCurrent decline from peak | -8.31% | -2.56% | -5.75% |
Average DrawdownAverage peak-to-trough decline | -3.93% | -7.22% | +3.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 1.79% | +0.08% |
Volatility
MALOX vs. WMRIX - Volatility Comparison
BlackRock Global Allocation Fund (MALOX) has a higher volatility of 4.11% compared to Wilmington Real Asset Fund (WMRIX) at 2.82%. This indicates that MALOX's price experiences larger fluctuations and is considered to be riskier than WMRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MALOX | WMRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 2.82% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.09% | 7.04% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.85% | 11.38% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.74% | 11.54% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.62% | 12.48% | -1.86% |