Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MAGRX (BlackRock Nat Resource I) | 13.86% | 7.40% | 8.69% | 15.21% | 6.20% | 4.73% | 5.09% | 7.47% |
Data as of 07/08/2025, AR inception is 12/20/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAGRX (BlackRock Nat Resource I) | 12/20/1988 | 07/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.76 | 7.40 | 8.69 | 15.21 | 6.20 | 4.73 | 5.09 | 7.47 | 13.86 | -3.34 | -1.36 | 17.20 | 30.76 | 3.20 | 15.34 | -17.95 | 7.79 | 26.70 | -24.57 | -13.59 | 16.46 | 2.18 | -9.32 | 19.09 | 51.84 | -47.57 | 43.12 | 7.21 | 51.79 | 31.05 | 32.02 | 1.08 | -8.11 | 39.33 | 25.92 | -15.08 | -11.90 | 14.89 | 10.03 | 1.20 | 19.01 | -5.74 | 0.25 | -0.91 | 27.36 | 1.43 |
| Sharpe Ratio | NA | 0.19 | 0.22 | 0.61 | 0.19 | NA | NA | 0.23 | 1.21 | -0.44 | -0.27 | 0.55 | 1.38 | 0.07 | 0.98 | -1.01 | 0.47 | 1.01 | -0.96 | -0.68 | 1.02 | 0.10 | -0.28 | 0.81 | 1.34 | -0.75 | 1.70 | 0.15 | 2.12 | 1.66 | 2.11 | 0.00 | -0.43 | 1.36 | 1.21 | -0.97 | -1.19 | 1.39 | 0.81 | -0.20 | 1.73 | -0.79 | -0.35 | -0.68 | 2.23 | 8.24 |
| Standard Deviation(%) | NA | 19.94 | 20.77 | 22.12 | 24.01 | NA | NA | 23.49 | 23.01 | 15.65 | 18.96 | 28.64 | 22.31 | 40.60 | 14.09 | 19.20 | 15.10 | 26.16 | 25.69 | 20.04 | 16.13 | 21.81 | 33.60 | 23.59 | 38.70 | 64.24 | 23.58 | 25.13 | 23.41 | 18.11 | 14.80 | 23.82 | 25.17 | 25.81 | 18.72 | 19.07 | 13.08 | 8.04 | 7.47 | 9.47 | 9.72 | 10.36 | 10.58 | 9.32 | 9.59 | 7.27 |
| Draw Down(%) | NA | 17.49 | 17.88 | 26.30 | 50.12 | NA | NA | 65.69 | 15.87 | 12.01 | 16.31 | 26.30 | 12.67 | 44.64 | 12.42 | 25.23 | 14.92 | 16.07 | 31.24 | 31.79 | 10.01 | 24.53 | 34.46 | 17.22 | 24.51 | 65.69 | 14.29 | 20.90 | 14.48 | 8.22 | 9.98 | 27.22 | 33.18 | 13.99 | 16.07 | 34.95 | 23.86 | 9.20 | 9.89 | 11.92 | 7.18 | 13.78 | 10.44 | 13.26 | 6.69 | 0.67 |
| Yield(%) | 0.00 | 5.31 | 6.97 | 7.89 | 6.72 | 5.24 | 5.46 | 12.13 | 0.00 | 5.45 | 4.00 | 11.24 | 4.82 | 2.08 | 3.32 | 13.65 | 33.51 | 1.09 | 5.77 | 7.78 | 1.26 | 0.74 | 0.53 | 0.00 | 0.00 | 1.10 | 5.79 | 5.34 | 1.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.34 | 1.79 | 11.37 | 2.51 | 0.99 | 1.58 | 1.07 | 1.70 | 3.27 | 2.77 | 3.15 | 1.16 |
Data as of 07/08/2025, AR inception is 12/20/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGRX (BlackRock Nat Resource I) |
-14.12%
Jun 2014 - Jun 2017 |
-9.87%
Feb 2011 - Feb 2016 |
-3.08%
Mar 2010 - Mar 2020 |
0.27%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGRX (BlackRock Nat Resource I) |
44.74%
Jan 2003 - Jan 2006 |
34.12%
Apr 2003 - Apr 2008 |
22.44%
Aug 1998 - Aug 2008 |
15.05%
Jun 1993 - Jun 2008 |
Annualized Rolling Returns Comparison Chart