Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACPX (BlackRock Bal Cap I) | 8.75% | 19.64% | 15.29% | 5.51% | 8.57% | 8.44% | 7.21% | … | … |
Data as of 06/04/2026, Common starting date is 04/25/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACPX (BlackRock Bal Cap I) | 04/25/1980 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 19.64 | 15.29 | 5.51 | 8.57 | 8.44 | 7.21 | … | … | 8.75 | 15.57 | 12.77 | 16.88 | -18.21 | 4.17 | 11.85 | 21.87 | -3.19 | 14.61 | 8.51 | 0.42 | 11.04 | 20.41 | 12.72 | 2.91 | 11.11 | 18.66 | -28.08 | 5.66 | 14.85 | 4.25 | 9.68 | 21.48 | -13.45 | -4.83 | 7.85 | 4.45 | 6.18 | 21.43 | 12.62 | 32.85 | 1.16 | 12.26 | 1.24 | 22.24 | -1.01 | 19.44 | 11.65 | -18.23 | 10.03 | 20.36 | -2.98 | 19.61 | 13.50 | 0.14 | 21.36 |
| Sharpe Ratio | NA | 2.17 | 1.36 | 0.27 | 0.59 | NA | NA | … | … | 1.97 | 1.26 | 1.13 | 1.56 | -1.28 | 0.31 | 0.53 | 2.71 | -0.45 | 3.18 | 0.98 | 0.04 | 1.44 | 2.66 | 1.63 | 0.20 | 0.90 | 1.17 | -1.11 | 0.25 | 1.69 | 0.30 | 0.79 | 1.94 | -0.87 | -0.58 | 0.32 | 0.10 | 0.23 | 1.93 | 1.29 | 5.27 | -0.15 | 1.80 | -0.13 | 2.07 | -0.67 | 2.00 | 0.70 | -0.85 | 0.40 | 1.51 | -0.52 | 1.64 | 0.36 | -0.70 | 1.64 |
| Standard Deviation(%) | NA | 8.24 | 9.16 | 11.49 | 11.73 | NA | NA | … | … | 10.18 | 10.14 | 8.09 | 8.53 | 15.44 | 13.29 | 21.67 | 7.53 | 10.09 | 4.40 | 8.42 | 9.52 | 7.66 | 7.66 | 7.85 | 14.71 | 12.26 | 15.88 | 26.09 | 10.22 | 6.78 | 6.56 | 10.99 | 10.69 | 16.79 | 12.71 | 11.48 | 10.37 | 11.76 | 9.14 | 6.89 | 5.47 | 13.15 | 5.58 | 9.52 | 8.82 | 9.70 | 6.76 | 9.64 | 26.20 | 13.99 | 9.86 | 19.36 | 8.07 | 15.64 | 14.77 | 15.24 |
| Draw Down(%) | NA | 6.18 | 10.62 | 31.75 | 31.75 | NA | NA | … | … | 6.18 | 10.62 | 5.03 | 8.29 | 24.10 | 11.59 | 24.59 | 3.74 | 12.88 | 1.76 | 7.59 | 7.16 | 5.11 | 5.68 | 7.18 | 15.20 | 10.59 | 18.34 | 38.98 | 6.36 | 5.51 | 4.75 | 5.78 | 10.13 | 24.55 | 17.49 | 5.51 | 10.83 | 17.64 | 5.33 | 4.11 | 1.89 | 8.43 | 2.45 | 6.49 | 4.87 | 11.44 | 3.74 | 4.73 | 30.09 | 12.26 | 6.24 | 17.76 | 1.20 | 11.13 | 17.49 | 5.23 |
| Yield(%) | 0.00 | 8.86 | 7.26 | 3.90 | 6.15 | 6.88 | 5.89 | … | … | 0.00 | 9.32 | 8.08 | 3.39 | 0.50 | 0.76 | 1.29 | 6.34 | 7.24 | 18.73 | 5.15 | 5.08 | 13.84 | 11.54 | 6.69 | 2.29 | 2.36 | 3.08 | 7.01 | 9.83 | 7.70 | 8.30 | 8.38 | 2.55 | 3.37 | 7.23 | 12.61 | 11.41 | 6.51 | 9.98 | 10.40 | 13.43 | 8.93 | 5.90 | 3.42 | 4.45 | 5.26 | 5.15 | 3.60 | 0.89 | 1.96 | 3.41 | 3.25 | 3.87 | 5.60 | 6.50 | 7.34 |
Data as of 06/04/2026, Common starting date is 04/25/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACPX (BlackRock Bal Cap I) |
-9.14%
Feb 2006 – Feb 2009 |
-3.03%
Feb 2004 – Feb 2009 |
0.05%
Feb 1999 – Feb 2009 |
3.94%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACPX (BlackRock Bal Cap I) |
22.36%
Mar 1995 – Mar 1998 |
16.58%
Apr 1993 – Apr 1998 |
13.04%
Mar 1988 – Mar 1998 |
11.69%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart