Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAFGX (BlackRock Fundamental Growth I) | 13.77% | 25.55% | 25.45% | 12.29% | 17.22% | 14.61% | 12.01% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAFGX (BlackRock Fundamental Growth I) | 06/20/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 25.55 | 25.45 | 12.29 | 17.22 | 14.61 | 12.01 | … | … | 13.77 | 12.88 | 31.93 | 49.19 | -37.68 | 21.09 | 40.53 | 32.20 | 2.10 | 32.73 | -0.05 | 6.98 | 8.23 | 33.94 | 14.16 | -8.83 | 19.62 | 36.94 | -38.98 | 20.34 | 3.97 | 9.36 | 8.12 | 28.27 | -28.71 | -19.40 | -6.55 | 36.31 | 34.77 | 32.03 | 10.55 |
| Sharpe Ratio | NA | 1.53 | 1.11 | 0.42 | 0.68 | NA | NA | … | … | 1.86 | 0.40 | 1.44 | 2.61 | -1.17 | 1.17 | 1.14 | 1.98 | 0.03 | 1.63 | -0.02 | 0.42 | 0.52 | 2.48 | 0.93 | -0.34 | 0.95 | 1.49 | -1.03 | 1.05 | 0.05 | 0.64 | 0.50 | 1.66 | -1.15 | -1.11 | -0.37 | 1.79 | 1.36 | 1.49 | 1.44 |
| Standard Deviation(%) | NA | 17.34 | 20.91 | 23.54 | 23.24 | NA | NA | … | … | 19.73 | 25.03 | 19.69 | 17.60 | 33.48 | 18.01 | 35.23 | 15.51 | 22.37 | 19.72 | 15.49 | 16.66 | 15.82 | 13.69 | 15.35 | 25.79 | 20.63 | 24.70 | 38.56 | 16.50 | 11.76 | 11.05 | 14.19 | 16.60 | 26.00 | 19.91 | 28.75 | 18.42 | 23.06 | 18.99 | 11.86 |
| Draw Down(%) | NA | 16.68 | 24.39 | 42.36 | 42.36 | NA | NA | … | … | 14.81 | 24.39 | 13.97 | 10.53 | 40.19 | 9.52 | 31.05 | 8.51 | 22.14 | 12.10 | 15.47 | 14.03 | 10.98 | 6.91 | 12.89 | 22.86 | 16.24 | 18.48 | 47.83 | 8.77 | 10.13 | 7.00 | 13.60 | 11.96 | 33.53 | 31.86 | 23.05 | 10.71 | 25.13 | 11.88 | 6.98 |
| Yield(%) | 0.00 | 15.35 | 13.08 | 9.20 | 13.57 | 12.62 | 11.78 | … | … | 0.00 | 15.68 | 13.23 | 4.80 | 4.81 | 12.78 | 6.46 | 11.66 | 11.97 | 13.99 | 3.69 | 10.25 | 19.95 | 16.87 | 0.67 | 0.00 | 0.00 | 0.91 | 0.00 | 0.00 | 0.00 | 0.97 | 1.37 | 0.00 | 0.00 | 0.00 | 7.40 | 9.39 | 4.36 | 17.21 | 9.19 |
Data as of 06/04/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAFGX (BlackRock Fundamental Growth I) |
-22.19%
Feb 2000 – Feb 2003 |
-8.21%
Mar 2000 – Mar 2005 |
-3.62%
Aug 2000 – Aug 2010 |
2.21%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAFGX (BlackRock Fundamental Growth I) |
38.67%
Mar 1997 – Mar 2000 |
24.97%
Dec 2016 – Dec 2021 |
18.47%
Sep 2011 – Sep 2021 |
16.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart